Principal Director, Finance Shared Services
Envestnet Inc
United States, Colorado, Denver
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Salary
Rank
Senior Director
Responsibility
Design/Transform
Scope
Regional
Workplace
Hybrid
Functions
Finance
Reports to
Chief Accounting Officer/Global Controller
Level
N-2
Travel Max:
0%
Posting Date
05-28-2026
Description
The Team You’ll Join
Envestnet’s accounting team is a critical engine behind the firm’s financial strength and transparency, delivering accurate, GAAP‑compliant reporting and supporting complex, multi‑entity operations in a dynamic environment. The team leads end‑to‑end close and reporting processes, partners closely with FP&A, treasury, and senior leadership, and supports key initiatives including audits, transformation efforts, and strategic growth activities such as M&A. With a strong focus on automation, scalability, and continuous improvement, they build efficient, future‑ready financial processes that enable better business decisions. What sets this team apart is its combination of technical expertise, innovation, and enterprise impact—offering the opportunity to shape the financial backbone of a forward‑looking fintech leader.
How You’ll Contribute
We are seeking an experienced and strategic Principal Director, Finance Shared Services to manage the firm’s accounting team with a direct reporting line to the Chief Accounting Officer/Global Controller. This role will oversee the monthly close process, support financial reporting and management reporting, audits, and ensure compliance with regulatory and internal standards. The ideal candidate will bring deep technical expertise, strong leadership capabilities, and a proactive approach to process improvement in a fast-paced environment.
Key Responsibilities
- Lead and manage the monthly, quarterly, and annual close processes across multiple entities. Drive optimization of close processes through automation and efficiency improvements.
- Assist in preparation and review of GAAP-compliant financial statements, including consolidation and intercompany eliminations, as well as management and investor reporting.
- Support external audits, including preparation of audit schedules and resolution of audit findings.
- Build and enhance operational policies, procedures and internal control frameworks, ensuring SOX compliance.
- Manage accounting optimization initiatives aimed at simplifying processes, improving accuracy, and enhancing scalability across the accounting function.
- Drive finance transformation initiatives, including ERP upgrades and reporting automation.
- Collaborate with FP&A, treasury and senior leadership on financial analysis, reporting, and strategic initiatives, including M&A.
- Lead and mentor a team of accounting professionals, fostering the culture of excellence, innovation and continuous improvement.
Qualification & Requirements
- Bachelor’s degree in accounting or finance; CPA required.
- 10+ years of progressive accounting experience, ideally within financial services or tech industries.
- Strong understanding of US GAAP, financial reporting, and audit processes.
- Proven leadership experience managing teams and complex close processes.
- Exceptional analytical, organizational, and communication skills.
- Nice-to-haves: Oracle experience preferred.
Sponsorship: This position is not open to candidates requiring visa sponsorship
Benefits
We provide a comprehensive suite of benefits – subject to Envestnet’s plan eligibility rules – that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.
Company Profile
Envestnet Inc
Industry
Financial Services
Revenue
$1.25B
Employees
3,100
Fortune 500 Rank
#184200
Global 500 Rank
#230300
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