Accountant - Billing Operations

The application window will close October 31, 2026.

The primary work location for this role is Denver, CO office with a hybrid work model.

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 byover 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

You’ll join Envestnet's Finance organization, supporting the billing operations team. This team plays a critical role in ensuring the accurate and timely billing of Envestnet products and services, partnering closely with finance, operations, and client-facing teams to deliver an exceptional customer experience. As an Accountant II, you'll work in a collaborative, fast-paced environment where attention to detail, problem-solving, and process improvement are highly valued.

You'll have the opportunity to contribute to complex billing processes, support key financial controls, enhance operational efficiencies, and help drive the accuracy and integrity of revenue-related activities across the business.

Your work will support the Finance organization across the key responsibilities outlined below.

Prepares income statements, balance sheets, statements of cash flow, consolidated financial reports and various other accounting statements and reports. Analyzes financial reports and records, making recommendations related to the accounting of assets, liabilities and expenditures. Prepares, reviews and verifies the accuracy of journal entries and accounting classifications assigned to various records and account reconciliations. Determines and updates cost center requirements and rollup structures.

Assists in the setting up of processes and procedures that properly capture, track and report revenue and expenses, in accordance with company policy and accepted accounting practices. Advises management in terms of financial reporting, tracking and performance.

• Ensures the highest level of financial reporting accuracy through the maintenance of internal systems and adherence to financial reporting processes.
• Performs routine financial and/or operational analyses and identifies emerging trends, including cash flows and forecasting / budgeting.
• Assists with the preparation or review of SOX and substantive audit support as requested by the internal and external audit teams.
• Recognizes issues and reports them to more senior colleagues and/or manager.
• Serves as primary point of contact responsible for ensuring data and accounting accuracy in portfolio management software providing monthly and quarterly deliverables (management fee calculations and client report packages) and responding to client requests and questions regarding their data.
• Executes complex client billing activities, including fee billing, adjustment billing, fee calculation validation, issue resolution, and billing process analysis across multiple products, entities, and systems.
• Ensures invoice accuracy by reviewing billing data and validating alignment with client contracts, business rules, and established billing standards.
• Serves as a billing subject matter expert and trusted resource for clients and internal partners, responding to inquiries and resolving billing-related issues through data analysis and cross-functional collaboration.
• Identifies and implements process improvements that enhance operational efficiency,…