Finance Systems Operations Lead

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.

The Team You'll Join

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.

Financial Systems runs Oracle Fusion, EPM/FCCS, NetSuite, Concur, BlackLine, G Treasury, and Oracle Integration Cloud through a small, application-owner-led team. As Finance Systems Operations Lead, you will own the operating rhythm that holds that portfolio together: intake and triage, production support coordination, JIRA governance, access/security and controls-deadline tracking, vendor escalation, documentation standards, and ownership/backup visibility. This is a coordination and control role, not a hands-on application-expert role — you are not expected to be the Oracle, FCCS, NetSuite, Concur, BlackLine, or OIC expert. Deep application knowledge stays with the application owners; your job is to make sure the right work reaches the right owner, is tracked to closure, and never falls through the cracks. You report directly to the Head of Financial Systems and work daily with application owners, analysts, developers, contractors, and stakeholders across Accounting, Finance, Treasury, IT, and Internal Controls.

How You'll Contribute

• Own Finance Systems intake and triage — review incoming JIRA requests, determine urgency and business impact, and route work to the correct application owner, analyst, developer, vendor, or stakeholder
• Coordinate production support across all Finance Systems applications — track ownership, escalate business-critical issues, and keep stakeholders updated on status and blockers
• Maintain JIRA as the operational source of truth — set and enforce ticket standards, review aging and unassigned tickets, and give management visibility into volume, ownership, and blockers
• Coordinate access, security, and controls workflows — track user access reviews, PBC requests, audit evidence, and control deadlines, and escalate at-risk items before they're missed
• Maintain a current application ownership matrix — primary owners, backups, and administrators by system — and escalate single-point-of-failure risk
• Coordinate vendor and support-portal activity across finance applications — track escalations, portal access, and vendor-driven patches and releases
• Set documentation standards and coordinate with application owners to keep runbooks, access procedures, and support contacts current and usable
• Maintain the shared calendar of patch windows, release cycles, and recurring control deadlines, and escalate missed or at-risk dates
• Serve as the coordination point between Finance Systems and Accounting, Finance, Treasury, IT, Internal Controls, vendors, and business users on ownership, status, and escalation path

What You'll Need to Bring

• 5–8+ years in finance systems, business systems, enterprise applications, production support, or finance technology operations
• Experience coordinating production support across multiple applications or business functions
• Experience with JIRA Service Management, ServiceNow, or a comparable ticketing platform
• Experience working directly with Finance, Accounting, Treasury, IT, vendors, and business stakeholders
• Experience supporting access/security workflows, audit requests, control deadlines, or user access reviews
• Experience maintaining operational documentation, runbooks, ownership matrices, or support procedures
• Strong triage instincts — able to quickly separate what's urgent, business-critical, close- or audit-sensitive, or a security issue from a routine enhancement
• Comfortable holding application owners accountable without being their direct manager

Nice-to-Haves

• Hands-on exposure to cloud based business applications
• Vendor support portal administration experience
• SOX controls or segregation-of-duties experience
• Finance systems patch/release coordination experience
• SharePoint or similar documentation-management experience

Pay

This role offers a base salary range of $114,500 to $143,110. 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.

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.

Schedule

The primary work location for this role is East Coast with a remote work model. The application window will close July 31, 2026.