Financial Systems Director - Close & Consolidation

Financial Systems Engineer

The primary work location for this role is Berwyn, PA, Boston, MA, or Raleigh, NC with a hybrid work model.

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.

Oracle EPM / FCCS Platform Ownership

• 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

Close & Consolidation Process Ownership

• 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, including new entity onboarding
• Co-own India Tally-to-Oracle Fusion migration: FCCS extract design, INR functional currency setup, multi-currency translation validation, and intercompany elimination rules
• Partner with EY on ledger architecture decisions affecting consolidation (currency conversion, SLA rate types, reporting currency configuration)
• Establish close calendar, control testing framework, and audit coordination process
• Drive month-end close cycle time from current state to sub-7-day (Year
  1) and 3-5-day (Year 2+) targets

ASC 606 Revenue Recognition Governance

• Own ASC 606 revenue recognition program across all lines of business: govern the existing automated engine (Tamarac, PC — automated, 300+ tests, penny-perfect) and extend to Money Guide and future LOBs
• Serve as primary financial systems partner to the CAO on revenue recognition methodology, SSO arrangement accounting, and variable consideration
• Ensure rev rec automation outputs are audit-ready and SOX-compliant

Cross-Pillar Partnership

• Erite functional specifications and consolidation data pipeline requirements for the Integration & Workato Platform team; review technical designs and validate outputs
• Partner with Director, Data & Analytics to ensure close and consolidation data is available in the analytics platform (Snowflake/EFRE) for real-time reporting
• Coordinate with Director, Revenue & Billing on billing-to-GL cutoff timing and reconciliation handoff

Technical Depth Required

• Oracle FCCS:
  Hands-on configuration: metadata, data forms, consolidation and translation rules, Groovy script development and debugging
• EPM Cloud Automate:
  Job scheduling, close automation sequences, and dependency management
• FDMEE / Oracle Data Management:
  Workflow configuration, data load rules, location and mappings setup
• Oracle ARCS /…