Note: The job is a remote job and is open to candidates in USA. Envestnet is an adaptive WealthTech company redefining the future of wealth management. The Finance Systems Operations Lead will manage the coordination of finance systems, ensuring effective communication and support across various stakeholders while maintaining operational standards.
Responsibilities
- Own Finance Systems intake and triage — review incoming JIRA requests, determine urgency and business impact, and route work to the correct application owner, analyst, developer, vendor, or stakeholder
- Coordinate production support across all Finance Systems applications — track ownership, escalate business-critical issues, and keep stakeholders updated on status and blockers
- Maintain JIRA as the operational source of truth — set and enforce ticket standards, review aging and unassigned tickets, and give management visibility into volume, ownership, and blockers
- Coordinate access, security, and controls workflows — track user access reviews, PBC requests, audit evidence, and control deadlines, and escalate at-risk items before they're missed
- Maintain a current application ownership matrix — primary owners, backups, and administrators by system — and escalate single-point-of-failure risk
- Coordinate vendor and support-portal activity across finance applications — track escalations, portal access, and vendor-driven patches and releases
- Set documentation standards and coordinate with application owners to keep runbooks, access procedures, and support contacts current and usable
- Maintain the shared calendar of patch windows, release cycles, and recurring control deadlines, and escalate missed or at-risk dates
- Serve as the coordination point between Finance Systems and Accounting, Finance, Treasury, IT, Internal Controls, vendors, and business users on ownership, status, and escalation path
Skills
- 5–8+ years in finance systems, business systems, enterprise applications, production support, or finance technology operations
- Experience coordinating production support across multiple applications or business functions
- Experience with JIRA Service Management, ServiceNow, or a comparable ticketing platform
- Experience working directly with Finance, Accounting, Treasury, IT, vendors, and business stakeholders
- Experience supporting access/security workflows, audit requests, control deadlines, or user access reviews
- Experience maintaining operational documentation, runbooks, ownership matrices, or support procedures
- Strong triage instincts — able to quickly separate what's urgent, business-critical, close- or audit-sensitive, or a security issue from a routine enhancement
- Comfortable holding application owners accountable without being their direct manager
- Hands-on exposure to cloud based business applications
- Vendor support portal administration experience
- SOX controls or segregation-of-duties experience
- Finance systems patch/release coordination experience
- SharePoint or similar documentation-management experience
Benefits
- Medical insurance
- Paid time off (PTO)
- 401k company match
- Paid parental leave
- Education reimbursement
- Disability coverage
- Mental health & wellness support
Company Overview