Accountant II

Description

The application window will close August 15th, 2026

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

Envestnet is an adaptive

Wealth

Tech company that is redefining the future of wealth management byhelpingadvisors 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 a high-impact Corporate Accounting team that plays a critical role in ensuring the accuracy and integrity of the company’s financial results. The team is responsible for core close processes, including general ledger management, account reconciliations, and SOX-compliant controls, while also partnering closely with FP&A, HR, and business leaders across the organization. Our work directly supports executive decision-making and financial reporting for a business serving financial advisors and institutions.

What sets this team apart is our focus on continuous improvement, automation, and thoughtful problem-solving in a fast-paced environment. We leverage modern tools and platforms—including enterprise systems like Oracle, Concur, and Workday.

We are looking for a motivated Accountant II to join our Shared Service Accounting Team and assist with the day-to-day accounting over US entity activities within the Finance organization. This position is essential to ensuring the highest level of financial reporting accuracy through the maintenance of internal systems and adherence to financial reporting processes. This is a great position for those who want to grow their accounting career and thrive in a fast-paced environment.

This position is expected to report to our Denver office on a hybrid schedule.

• Prepare journal entries and account reconciliations for month-end closing.
• Responsible for Cash including review, recording, and reconciliation of multiple bank accounts, while working closely with other areas to ensure completeness.
• Perform fluctuation analyses and apply judgment to identify unusual trends that need to be further investigated.
• Proactively identify issues and areas for improvement while helping to establish and maintain policies and procedures
• Collaborate and update the team to ensure close activities are on schedule.
• Assist with the preparation or review of SOX and substantive audit support as requested by the internal and external audit teams.
• Answer accounting and financial questions by researching and interpreting accounting guidance and financial information.
• Assist in ad hoc projects in relation to month-end, quarter-end, or year-end processes and procedures

• Bachelor’s degree in Accounting or Finance required,
• 2+ years of accounting experience is required; prior cash accounting experience preferred.
• Technical and operational knowledge of U.S. GAAP
• Knowledgeable regarding SOX and interactions with external auditors.
• Ability to execute in a dynamic and demanding environment by demonstrating organizational, interpersonal, communication, problem-solving, multi-tasking, and prioritization skills.
• Demonstrate initiative, work well under pressure, highly detail oriented, self-motivated with the ability to follow through and implement process improvement.
• Have a high degree of organization, accuracy and attention to detail.
• Excellent interpersonal skills and a collaborative management style.
• Strong skills with Microsoft Office software tools, excellent technology, analytical, and communication skills with emphasis on professional business writing skills.

Help shape the future of Wealth Tech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize…