Senior FP&A Analyst

Description

The application window will close September 1st, 2026

Job Location

The primary work location for this role is Berwyn, PA with a hybrid work model.

About Envestnet

Envestnet is an adaptive Wealth Tech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

For a deeper look at how Envestnet is shaping the future of financial advice, visit

The Team You’ll Join

The Financial Planning & Analysis team at Envestnet plays a critical role at the intersection of strategy and execution, transforming complex financial and operational data into clear, actionable insights that guide business performance. Supporting finance leaders and cross‑functional partners across the organization, the team drives enterprise‑wide planning, forecasting, and reporting while building robust financial models and dashboards that inform executive decision‑making.

By identifying key trends, risks, and opportunities, and continuously enhancing planning and reporting processes, the team delivers meaningful impact on business outcomes—standing out for its ability to combine analytical rigor with strategic partnership in a fast‑paced, data‑driven environment.

The Senior FP&A Analyst is responsible for supporting monthly and quarterly financial reporting, budgeting, forecasting, variance analysis, and management reporting. The role also develops financial models, monitors key business drivers, and leads ad hoc analyses and cross‑functional initiatives. Success in this position requires strong analytical and systems skills, sound business judgment, attention to detail, and the ability to communicate effectively with senior management and internal stakeholders.

• Support monthly, quarterly, and annual financial reporting requirements for the Operating Expenses of Envestnet’s P&L.
• Develop, maintain, and enhance financial models used for budgeting, forecasting, scenario analysis, and long‑range planning.
• Analyze financial and operational results to identify trends, risks, opportunities, and drivers of performance.
• Prepare variance analysis comparing actual results to budget, forecast, prior year, and other relevant benchmarks.
• Build and deliver management reporting packages, dashboards, and presentations that support business reviews and executive decision‑making.
• Extract, organize, and validate financial and operational data to ensure accuracy, consistency, and integrity across reporting and analysis.
• Partner with internal stakeholders across finance and the business to support planning activities, evaluate performance, and address ad hoc analytical needs.
• Lead projects independently and contribute to cross‑functional initiatives that improve reporting, planning, and decision support processes.
• Support compliance with applicable legal, compliance, risk, business continuity, and internal control requirements within the role and department.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• 4-6 years of relevant experience in FP&A, corporate finance, financial analysis, or a related field.
• Strong financial modeling, analytical, and problem‑solving skills.
• Strong systems aptitude and data management skills, with the ability to work with large and complex data sets.
• Advanced Microsoft Excel skills required; experience with databases and financial or reporting systems preferred.
• Strong attention to detail and commitment to delivering accurate, timely, and high‑quality work.
• Ability to work independently, manage multiple priorities, and collaborate effectively with cross‑functional stakeholders.

• Experience with data visualization and reporting tools preferred.
• Strong written and verbal communication skills, including the ability to present analyses and insights clearly to management.
• Knowledge of capital markets or investment…