Note: The job is a remote job and is open to candidates in USA. Envestnet is seeking a Director of Financial Systems - Revenue & Billing Operations to join their Finance department. The role involves owning the end-to-end revenue lifecycle, leading the billing platform consolidation strategy, and ensuring revenue GL accuracy and automation across a complex multi-entity SaaS business.
Responsibilities
- Own the strategy and execution for consolidating 5+ billing platforms into Oracle Fusion Cloud AR
- Drive revenue AR SLA > GL accuracy, completeness, and timeliness across all product lines
- Lead SaaS and subscription revenue recognition processes for a complex multi-entity product mix
- Design and execute billing-to-GL automation roadmap, eliminating manual reconciliations
- Manage vendor relationships and contracts for billing platforms
- Establish and enforce revenue SLAs and reporting deadlines
- Partner with FP&A, Accounting, and Product on revenue forecasting and analysis
- Build and manage a high-performing team including US-based managers and an offshore billing systems analyst in India
- Define data quality standards for billing-to-GL data flows and measure compliance
Skills
- 10+ years of experience in billing operations, revenue accounting, or revenue systems
- Proven track record of billing platform consolidation across multiple systems
- Deep knowledge of SaaS/subscription revenue recognition (ASC 606)
- Experience with Oracle Fusion Cloud or comparable enterprise ERP
- Experience managing cross-functional teams including offshore resources
- Strong understanding of billing system APIs, data mapping, and integration patterns
- Excellent stakeholder management — proactive communicator who partners with Finance leadership
- Experience in financial services or wealth management industry
- Familiarity with Salesforce Billing, NetSuite, Zuora, or similar billing platforms
- Background in finance transformation or Big 4 consulting
- Experience with iPaaS platforms (Workato, MuleSoft) for billing integrations
Benefits
- Competitive Compensation/Total Reward Packages that include:
- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K 6 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.