Lead Technical Accounting and Reporting Analyst Envestnet in US National

Title:

Lead Technical Accounting & Reporting Analyst

Location:

Remote, USA

The primary work location for this role is a remote work model with preference for CT, NY, NJ or MA.

The Technical Accounting & Reporting team plays a critical role in ensuring the accuracy, transparency, and integrity of Envestnet’s financial reporting. Partnering closely with Finance, FP&A, Legal, Tax, Treasury, business leaders, and external auditors, the team prepares and delivers consolidated financial statements, SEC filings, and regulatory disclosures that support key stakeholders, investors, and regulatory agencies. Beyond reporting, the team serves as a trusted advisor on complex accounting matters, evaluates the impact of evolving accounting standards and regulations, and drives process improvements through automation and enhanced internal controls.

With visibility across the organization and involvement in strategic initiatives, acquisitions, and growth-related projects, this team has a direct impact on Envestnet’s financial stewardship and continued success.

Engages in the preparation of various financial statements and reports required internally and externally. Prepares supporting schedules for financial statements, footnotes and Mergers, Divestitures and Acquisitions (MD&A). Prepares quarterly corporate reporting packages. Provides support and research for technical accounting issues. Interacts with and ensures appropriate support for external auditors. Ensures that financial statements are prepared in accordance with generally accepted accounting principles (GAAP).

• Responsible for more complex reporting activities.
• Oversees the preparation of all SEC filings including, but not limited to, quarterly reports on Form 10-Q, annual reports on Form 10-K, and current reports on Form 8-K.
• Analyzes financial data and reports to identify variances and develop meaningful issue resolution and remediation strategies.
• Oversees accurate and timely compilation and review of quarterly and annual financial statements.
• Responds to questions raised by less experienced employees.
• Researches, reviews, and interprets new disclosures as determined by SEC requirements, or new accounting standards, and advises on improvements to existing disclosures.
• Partners with investor relations on quarterly earnings releases and lead consolidated management reporting.
• Collects information to assist with the preparation of 10-Q/10-K disclosures, footnotes, and act as the primary contact for external auditors on technical matters.
• Works directly with external auditors regarding the annual audit of the financial statements.
• Drafts presentations to be used for senior management meetings.
• Researches ‘hot topics’ and reports on how they may impact the company’s financial profile.
• Lead the preparation, analysis and distribution of quarterly consolidated financial statements to ensure compliance with SEC and US GAAP requirements.
• Prepare and review financial statements, footnotes, and supporting disclosure documentation.
• Research and evaluate financial reporting and SEC reporting matters.
• Monitor new accounting standards and SEC regulations and assess their impact on the organization.
• Partner with Controllers, FP&A, Legal, Tax, Treasury and other internal teams.
• Coordinate with external auditors throughout quarterly reviews and annual audits.
  
  Support process improvement and automation of financial reporting and disclosures, and enhancements of internal controls.
• Assist with special projects and transactions as the organization continues to grow.

Bachelor Degree in Accounting or related field.

CPA required or in process of obtaining.

Experience with 10-K and 10-Q filings and financial…