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Revenue Accounting Director

Company: Yodlee Inc
Location: Denver
Posted on: January 26, 2023

Job Description:

Envestnet is seeking a passionate and talented Revenue Accounting Director to join our Finance team. This position is expected to report to our Denver office on a hybrid schedule.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on. Job Summary:Responsible for overseeing the complete revenue and cost of revenue process over UMP/Asset based billing for Envestnet's Wealth Solutions segment.Job Responsibilities:

  • Documentation, maintenance and analysis of revenue agreements in accordance with ASC 606
  • Responsible for overseeing the close process associated with asset-based billing
  • Lead the month-end/quarter-end process and develop reports and metrics to review with key internal personnel
  • Lead operational improvement initiatives to further streamline revenue tasks and shorten the revenue close calendar
  • Serve as subject matter expert (SME); train team members to ensure revenue recognition requirements are well understood and documentation requirements are consistently achieved
  • Develop, implement and maintain policies and desktop procedures for ongoing revenue activities
  • Responsible for review of month-end close activities including monthly reconciliation, quarterly external audit schedules, quarterly 10Q and annual 10K reporting packages for SEC filings
  • Documentation and calculation of sales compensation plans
  • Liaise with billing team to determine if potential sales agreements can be administered by Envestnet
  • Liaise with indirect tax group on potential sales contracts
  • Perform in-depth analysis of financial statements to provide timely and accurate financial statement flux reviews
  • Documentation and compliance with SOX/Internal Controls
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
  • Ad-hoc projects as necessaryRequired Qualifications:
    • Active CPA license
    • 5+ years of Big 4 or large public accounting firm experience
    • 8+ years of Industry experience, preferably in the financial services and/or technology industries
    • The role will be required to be in the office a minimum of three days a weekAbout Us: Envestnet is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back-office needs while leveraging our platform to grow their businesses and expand client relationships.We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.Why Choose Envestnet:
      • Be a member of a leading financial services and products innovation company
      • Competitive Compensation/Total Reward Packages that include:
        • Health Benefits (Health/Dental/Vision)
        • Paid Time Off (PTO) & Volunteer Time Off (VTO)
        • 401K - Company Match
        • Annual Bonus Incentives
        • Equity
        • Parental Stipend
        • Tuition Reimbursement
        • Student Debt Program
        • Charitable match
        • Wellness Program
        • Work on global projects with diverse, energetic, team members who respect each other and celebrate differences
        • The best work locations with unlimited snacks!Salary:The annual base salary range for this position is $100,000 to $150,000. Envestnet is an Equal Opportunity Employer.Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).#LI-AQ1

Keywords: Yodlee Inc, Denver , Revenue Accounting Director, Executive , Denver, Colorado

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