Senior FP&A Analyst in Berwyn, PA, United States
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Senior FP&A Analyst
Location: Berwyn, PA, United States
Date Posted: Jun 2, 2026
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Description
The application window will close Month Day, Year
Job Location
The primary work location for this role is Berwyn, PA with a hybrid work model.
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.
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.
The Team You'll Join
The Financial Planning & Analysis team at Envestnet plays a critical role at the intersection of strategy and execution, transforming complex financial and operational data into clear, actionable insights that guide business performance. Supporting finance leaders and cross-functional partners across the organization, the team drives enterprise-wide planning, forecasting, and reporting while building robust financial models and dashboards that inform executive decision-making. By identifying key trends, risks, and opportunities, and continuously enhancing planning and reporting processes, the team delivers meaningful impact on business outcomes-standing out for its ability to combine analytical rigor with strategic partnership in a fast-paced, data-driven environment.
How You'll Contribute
The Senior FP&A Analyst is responsible for supporting monthly and quarterly financial reporting, budgeting, forecasting, variance analysis, and management reporting. The role also develops financial models, monitors key business drivers, and leads ad hoc analyses and cross-functional initiatives. Success in this position requires strong analytical and systems skills, sound business judgment, attention to detail, and the ability to communicate effectively with senior management and internal stakeholders.
What You'll Need to Bring
Nice-to-Have
Why You'll Enjoy Working at Envestnet
Help shape the future of WealthTech. At Envestnet you'll gain hands-on experience and collaborate with some of the industry's brightest minds to deliver meaningful, innovative solutions that make a real difference.
We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards-because your contributions should drive both business success and your own personal growth. If you're looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.
The opportunity is now!
Sponsorship
This position is not open to candidates requiring visa sponsorship
Our Investment in You
This role offers a base salary range of $94,600 to $118,300. 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 [email protected]. 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.
Recruitment Fraud
At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.
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