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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