Senior Manager, OTC Operational Excellence
Envestnet, Inc. is a leading provider of technology-enabled investment and practice management solutions to financial advisors.
▪ Strategic, entrepreneurial accounting leader with 15+ years of management experience and MBA. ▪ Empowering leader by example with insightful approach to hiring coachable, motivated accounting personnel, fostering teamwork, requiring accountability, and setting high expectation for performance. ▪ Industrious, tenacious performer who takes initiative, investigates and resolves critical issues, delegates effectively, and manages strategic projects. ▪ Successful in meeting emerging business needs by implementing accounting automation and transforming accounting and auditing processes. Experience with MS Dynamics GP, Workday, Ultipro, Blackline, Oracle Cloud, and Concur Expense and Invoice.
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