Description
The application window will close September 1st, 2026
Job Location
The primary work location for this role is Berwyn, PA with a hybrid work model.
About Envestnet
Envestnet is an adaptive WealthTech 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 www.envestnet.com.
The Team You’ll Join
The Financial Planning & Analysis team at Envestnet plays a critical role at the intersection of strategy and execution, transforming complex financial and operational data into clear, actionable insights that guide business performance. Supporting finance leaders and cross-functional partners across the organization, the team drives enterprise-wide planning, forecasting, and reporting while building robust financial models and dashboards that inform executive decision-making. By identifying key trends, risks, and opportunities, and continuously enhancing planning and reporting processes, the team delivers meaningful impact on business outcomes—standing out for its ability to combine analytical rigor with strategic partnership in a fast-paced, data-driven environment.
How You’ll Contribute
Directs and performs financial analysis and reporting activities in support of short- and long-range strategic plans and operating budgets. Evaluates data and performs analysis to determine present and future financial performance. Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, customer deals, trended future requirements and operating forecasts. Develops, implements and monitors financial performance metrics, including existing and projected profit and sales drivers. Researches economic progressions to support financial planning and decision making. Creates financial models of ‘what if’ scenarios for future business planning in areas such as new product development, new marketing strategies, etc.
- Partners with business leaders across larger areas, lines of business, regions or other areas of the company.
- Conducts research and analysis of financial data for planning, budgeting, cost control and project control.
- Develops outlooks, forecasts and annual plans, as required, to support business planning and decision-making.
- Performs ad-hoc financial analyses at multiple levels of complexity, including calculations of rate of return, depreciation, working capital, budgeting, cost analysis and financial and expense performance comparisons.
- Develops, maintains and provides historical and prospective financial information and analyses.
- Creates, tests, distributes and tracks financial models, reports and dashboards.
- Recommends operational efficiencies and process improvements.
Business Partnering Orientation: Informed Thought Partner
- Acts as a trusted partner to managers and directors within the business.
- Frames financial analyses around business decisions (e.g., trade offs, risks, sensitivities).
- Proactively identifies risks, opportunities, and drivers impacting forecasts and plans.
- Tailors communication style and level of detail to the audience.
- Provides recommendations, not just analysis, and explains implications clearly.
- Pushes back when assumptions are flawed, using data and business logic.
- Supports monthly, quarterly, and annual financial reporting activities, including variance analysis and management reporting for operating expenses and business performance.
- Analyzes financial and operational results to identify trends, risks, opportunities, and key drivers impacting forecasts, budgets, and long-range plans.
- Partners with Finance and business stakeholders to support planning activities, evaluate performance, and provide actionable insights that support decision-making.
- Leads and supports cross-functional projects focused on enhancing reporting, forecasting, and financial planning processes.
What You’ll Need to Bring- Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
- Strong financial modeling, analytical, and problem-solving skills.
- Strong systems aptitude and data management skills, with the ability to work with large and complex data sets.
- Advanced Microsoft Excel skills required; experience with databases and financial or reporting systems preferred.
- Strong attention to detail and commitment to delivering accurate, timely, and high-quality work.
- Ability to work independently, manage multiple priorities, and collaborate effectively with cross-functional stakeholders.
Nice-to-Have-
Experience with data visualization and reporting tools preferred.
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Strong written and verbal communication skills, including the ability to present analyses and insights clearly to management.
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Knowledge of capital markets or investment management is a plus.
Why You’ll Enjoy Working at Envestnet
Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.
We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.
The opportunity is now!
Sponsorship
This position is not open to candidates requiring visa sponsorship
Our Investment in You
This role offers a base salary range of $94,600 to $118,300. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.
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.
Our Commitment to Inclusion & Belonging
Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.
We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [email protected]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.
Recruitment Fraud
At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.
