Principal Director, Finance Shared Services

About the role

The Principal Director, Finance Shared Services oversees the monthly close process, supports financial reporting and management reporting, audits, and ensures compliance with regulatory and internal standards. This role requires a Bachelor’s degree in accounting or finance, preferably with a CPA certification, and 10+ years of progressive accounting experience, ideally within financial services or tech industries.

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.

Requirements

• Bachelor’s degree in accounting or finance; CPA required.
• 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.

Qualifications

• Nice-to-haves: Oracle experience preferred.

Skills

• Strategic thinking and problem-solving abilities.
• Excellent interpersonal and communication skills.
• Ability to lead and mentor a team.
• Experience with financial systems and software.

Benefits

Envestnet offers a comprehensive suite of benefits including medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage, and mental health & wellness support. The company also provides an additional incentive component as part of the total rewards package.

Pay

The base salary range for this role is $152,300 to $190,400, with individual pay determined based on relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.

Schedule

This role is eligible for a flexible schedule, allowing for a hybrid and/or remote work model in other areas of the country, with the primary work location being Denver.

Application

To apply, please visit our careers page and submit your resume and cover letter. Please note that Envestnet is an equal opportunity employer and does not sponsor visas for this position.