Note: The job is a remote job and is open to candidates in USA. Envestnet is a leading financial technology company focused on transforming the delivery of financial advice through connected technology and advanced insights. The Director, Financial Systems - Procure to Pay will lead the transformation of accounts payable and vendor management processes, designing automation strategies and partnering with Procurement and Finance leadership to drive improvements.
Responsibilities
- Design and execute the AP automation strategy — RPA and Workato-driven workflows for invoice-to-accrual processing
- Transform vendor onboarding from 2-week manual process to 3-5 day automated workflow
- Build spend analytics and procurement intelligence capabilities (dashboards, category analysis, vendor scorecards)
- Establish vendor master data governance, enrichment, and quality standards
- Own AP accrual controls, month-end accuracy, and audit readiness
- Evaluate and recommend AP automation tools (Coupa, Bill.com, or equivalent)
- Partner strategically with Procurement and Finance leadership on spend intelligence and supplier strategy
- Manage a Payables Operations Manager who handles day-to-day AP workflows and vendor maintenance
- Drive continuous improvement in payment timeliness, accuracy, and compliance
- Redesign vendor onboarding to 3-5 day automated workflow (from current 2-week process)
- Define and implement AP accrual automation workflow
- Launch spend analytics dashboard with full category visibility
- Establish vendor master data governance framework
- Achieve 95%+ invoice-to-accrual automation rate
- Reduce vendor onboarding to under 1 day
- Deliver spend insights that actively inform procurement strategy
- Achieve 95%+ on-time payment SLA compliance
Skills
- 8+ years of experience in accounts payable, procurement transformation, or P2P process design
- Proven experience designing and implementing AP automation programs
- Strong understanding of vendor management, spend analytics, and procurement operations
- Experience with ERP AP modules (Oracle Fusion, SAP, or equivalent)
- Automation-first mindset — comfortable with RPA, workflow tools, and process redesign
- Excellent stakeholder management and ability to partner with Finance and Procurement leadership
- Experience managing operational staff while maintaining strategic focus
- Experience evaluating or implementing AP automation platforms (Coupa, Bill.com, Tipalti)
- Background in finance transformation, Big 4 consulting, or shared services optimization
- Experience with iPaaS platforms (Workato, MuleSoft) for AP workflow automation
- Financial services or wealth management industry experience
- Familiarity with SOX compliance and internal controls for AP processes
Benefits
- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K – Company Match
- Annual Bonus Incentives
- Parental Stipend
- Tuition Reimbursement
- Student Debt Program
- Charitable Match
- Wellness Program
Company Overview
Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers. It was founded in 1999, and is headquartered in Berwyn, Pennsylvania, USA, with a workforce of 1001-5000 employees. Its website is http://www.envestnet.com.Company H1B Sponsorship
Envestnet has a track record of offering H1B sponsorships, with 1 in 2026, 21 in 2025, 38 in 2024, 29 in 2023, 40 in 2022, 49 in 2021, 27 in 2020. Please note that this does not guarantee sponsorship for this specific role.