Financial Systems Director - Close & Consolidation

Description Job Location

The primary work location for this role is Berwyn, PA, Boston, MA, or Raleigh, NC 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 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 Financial Systems team at Envestnet plays a critical role in powering the technology behind the company’s finance operations, building and enhancing the systems that support reporting, reconciliation, and the close process. Partnering closely with Finance stakeholders, the team develops integrations, dashboards, and automation within Oracle Fusion to ensure accurate, scalable, and efficient financial data flow across the organization. By combining deep technical expertise with business insight, they drive continuous improvement in how financial processes are executed—making it an exciting space for those who enjoy solving complex problems at the intersection of finance and technology.

Responsible for design, development, support and optimization of Envestnet’s critical software programs that power wealth management, data aggregation and operational workflows. Ensures applications are highly available, secure and compliant with company and regulatory standards, while meeting the needs of advisors, clients and internal teams. Manages integrations, monitors performance and ensures effective incident resolution. Ensures applications are scalable, efficient and resilient.

• Provides expertise and advice to influence decisions and priorities related to Enterprise Applications processes and service delivery.
• Packages IT elements into repeatable deployments using automation techniques and technologies.
• Reviews, proposes and recommends best practices related to application development, deployment and ongoing support.
• Selects and conducts proof-of-concept exercises on tools needed to support application development, deployment and operation.
• Evaluates and recommends strategies for using emerging operational technologies.
• Works with colleagues and vendors to evaluate products and solutions that will improve or enhance application services.
• Assesses usage and utilization trends, making design and implementation recommendations toward scaling an infrastructure’s architecture.

• Own Oracle FCCS configuration: metadata hierarchies, consolidation rules, calculation sequences, and data forms
• Write and maintain FCCS Groovy scripts for consolidation logic, currency translation, and close automation
• Configure and govern FDMEE / Oracle Data Management workflows, data load rules, and source-system mappings
• Drive FCCS refresh automation using EPM Cloud Automate to support accelerated close timelines
• Administer Oracle ARCS (Account Reconciliation Cloud Service) or govern Black Line operations; conduct future-state evaluation of Oracle ARCS migration
• Develop and maintain Smart View templates for Finance and Accounting users

• Stabilize and govern Oracle FCCS consolidation process — eliminate recurring month-end failures related to account combo propagation and refresh timing
• Design and implement intercompany transaction elimination strategy and controls, including new India-US flows
• Manage entity and consolidation hierarchy across US and India operations,…