Lead Technical Accounting & Reporting Analyst

Envestnet; United States; Remote; USD 104,000 - 130,000; Full time

Job summary

Envestnet is seeking a Senior Accountant to join the Technical Accounting & Reporting team. You will prepare quarterly and annual GAAP financial statements, MD&A, and SEC filings, ensuring accuracy and compliance while coordinating with external auditors.

Remote work with preference for CT, NY, NJ or MA. Requires CPA or in process, strong US GAAP knowledge, and experience with Workiva; base salary 104,100–130,000 USD; benefits available.

Qualifications

• Bachelor degree in accounting or related field.
• CPA required or in process of obtaining.
• Experience with 10-K and 10-Q filings and financial statement preparation.
• Strong knowledge of US GAAP and SEC reporting requirements.
• Experience auditing or working with public companies, asset managers or financial services.
• Proficiency with Workiva and ability to manage deadlines.

Responsibilities

• Prepare various financial statements and reports for internal and external use.
• Support MD&A and MD&A-related schedules; assist with MD&A disclosures.
• Coordinate with external auditors during quarterly reviews and annual audits.
• Prepare quarterly corporate reporting packages and ensure GAAP compliance.
• Research new disclosures and regulatory updates; propose improvements.
• Lead consolidation, restatements, and consolidation-related disclosures.

Skills

Technical accounting

Analytical skills

Communication skills

Education

Bachelor's degree in Accounting

CPA required or in process of obtaining

Tools

Workiva

Job description

Description

The application window will close November 30, 2026

Job Location

The primary work location for this role is a remote work model with preference for CT, NY, NJ or MA.

The Team You’ll Join

The Technical Accounting & Reporting team plays a critical role in ensuring the accuracy, transparency, and integrity of Envestnet’s financial reporting. Partnering closely with Finance, FP&A, Legal, Tax, Treasury, business leaders, and external auditors, the team prepares and delivers consolidated financial statements, SEC filings, and regulatory disclosures that support key stakeholders, investors, and regulatory agencies. Beyond reporting, the team serves as a trusted advisor on complex accounting matters, evaluates the impact of evolving accounting standards and regulations, and drives process improvements through automation and enhanced internal controls. With visibility across the organization and involvement in strategic initiatives, acquisitions, and growth-related projects, this team has a direct impact on Envestnet’s financial stewardship and continued success.

How You'll Contribute

Engages in the preparation of various financial statements and reports required internally and externally. Prepares supporting schedules for financial statements, footnotes and Mergers, Divestitures and Acquisitions (MD&A). Prepares quarterly corporate reporting packages. Provides support and research for technical accounting issues. Interacts with and ensures appropriate support for external auditors. Ensures that financial statements are prepared in accordance with generally accepted accounting principles (GAAP).

• Responsible for more complex reporting activities.
• Oversees the preparation of all SEC filings including, but not limited to, quarterly reports on Form 10-Q, annual reports on Form 10-K, and current reports on Form 8-K.
• Analyzes financial data and reports to identify variances and develop meaningful issue resolution and remediation strategies.
• Oversees accurate and timely compilation and review of quarterly and annual financial statements.
• Responds to questions raised by less experienced employees.
• Researches, reviews, and interprets new disclosures as determined by SEC requirements, or new accounting standards, and advises on improvements to existing disclosures.
• Partners with investor relations on quarterly earnings releases and lead consolidated management reporting.
• Collects information to assist with the preparation of 10-Q/10-K disclosures, footnotes, and act as the primary contact for external auditors on technical matters.
• Works directly with external auditors regarding the annual audit of the financial statements.
• Drafts presentations to be used for senior management meetings.
• Researches ‘hot topics’ and reports on how they may impact the company’s financial profile.
• Lead the preparation, analysis and distribution of quarterly consolidated financial statements to ensure compliance with SEC and US GAAP requirements.
• Prepare and review financial statements, footnotes, and supporting disclosure documentation.
• Research and evaluate financial reporting and SEC reporting matters.
• Monitor new accounting standards and SEC regulations and assess their impact on the organization.
• Partner with Controllers, FP&A, Legal, Tax, Treasury and other internal teams.
• Coordinate with external auditors throughout quarterly reviews and annual audits.
• Support process improvement and automation of financial reporting and disclosures, and enhancements of internal controls.
• Assist with special projects and transactions as the organization continues to grow.

What You'll Need to Bring

• Bachelor Degree in Accounting or related field.
• CPA required or in process of obtaining.
• Experience with 10-K and 10-Q filings and financial statement preparation.
• Strong knowledge of US GAAP and SEC reporting requirement for corporate entities.
• Experience auditing or working with public companies, asset managers, investment firms or other financial service organizations.
• Technical accounting, analytical and communication skills.
• Ability to manage multiple deadlines in fast -paced environment.
• Proficiency in Workiva.
• 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.

Nice-to-Haves

• Approximately 5-7 years of accounting and/or financial reporting experience.
• Big 4 or other large public accounting experience highly preferred.

Our Investmentin You

This role offers a base salary range of $104,100,000 to $130,000. 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 [e-mail]. 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.