Director, Revenue & Billing Operations

Envestnet is seeking a Director, Revenue & Billing Operations to join our Finance department.

Overview

Envestnet is transforming the way financial advice is delivered through connected technology, advanced insights, and asset management solutions backed by industry‑leading service and support. Since 1999 we have served the wealth management industry and today support trillions in platform assets, serving over a hundred thousand financial advisors.

Strategy

• Deliver the industry‑leading wealth management platform, powered by advanced data and insights.
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively.
• Enable financial advisors to deliver more holistic advice in a more connected environment.

Job Summary

In the Financial Systems organization, the Director of Revenue & Billing Operations will own the end‑to‑end revenue lifecycle—through five distinct billing platforms into Oracle Fusion Cloud GL consolidation. This new, strategic role reports directly to the Head of Financial Systems, leads a team of three, drives billing platform consolidation strategy, and ensures revenue GL accuracy, timeliness, and automation across a multi‑entity, multi‑product SaaS business.

Your Team

• Billing Systems Analyst (India) – owns 4‑5 platform API integration strategy and execution.
• Revenue Systems Manager (US) – SaaS revenue accounting, revenue accruals, AR analysis.
• Billing Systems Coordinator (US) – billing operations support and coordination.

Responsibilities

• Own the strategy and execution for consolidating 5+ billing platforms into Oracle Fusion Cloud AR.
• Drive revenue AR SLA against 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 a 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 U.S. managers and an offshore billing systems analyst in India.
• Define data quality standards for billing‑to‑GL data flows and measure compliance.

What You’ll Build

Year 1

• Automate 5+ billing platform integrations to Oracle GL.
• Achieve 99%+ billing‑to‑GL accuracy.
• Reduce billing‑to‑GL cycle time to under 2 days.
• Establish revenue SLAs and reporting cadence.

Year 2+

• Deliver real‑time revenue GL updates from all billing platforms.
• Achieve 99.9%+ accuracy with less than $5K in manual monthly exceptions.
• Automated billing reconciliations across all platforms.

Required Qualifications

• 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 and proactive communication with Finance leadership.

Preferred Qualifications

• 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

• Health Benefits (Health/Dental/Vision)
• Paid Time Off (PTO) & Volunteer Time Off (VTO)
• 401(k) – Company Match
• Annual Bonus Incentives
• Parental Stipend
• Tuition Reimbursement
• Student Debt Program
• Charitable Match
• Wellness Program

Salary

The annual base salary range for this position is $151,000 to $189,000.

Envestnet is an Equal Opportunity Employer.

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Tagged as: Forecasting, Salesforce, Workato, Zuora