Founded in 1999, Envestnet provides financial advisors with technology-enabled investment, portfolio, practice management, wealth management, and reporting solu
Senior Payroll Analyst
Location
United States
Posted
7 days ago
Salary
$78K - $98K / year
Seniority
Senior
No structured requirement data.
Job Description
Senior Payroll Analyst
Envestnet
Title: Senior Payroll Analyst Location: Annandale United States Job Description: 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. The Team You’ll Join You'll be joining a small global payroll team in a fast-paced environment. The Senior Payroll Analyst is responsible for ensuring accurate, timely, and compliant payroll processing for employees across multiple U.S. states and Canada. This role supports end-to-end payroll operations, including auditing payroll data, reviewing tax withholdings and deductions, performing high-level payroll taxation analysis, resolving complex payroll issues, and ensuring compliance with federal, state, local, and Canadian payroll tax and employment regulations. How You’ll Contribute This payroll role at Envestnet operates in a fast-paced environment with high standards, requiring a self-starter who is committed to meeting payroll deadlines and supporting their team. The ideal candidate is hands-on, collaborative, and willing to jump in wherever needed, at all levels. The role requires someone who seeks to gain a thorough understanding of the current payroll process and underlying rationale for our established practices – someone who likes to learn and grow. Core responsibilities include ensuring accurate multi state payroll tax withholdings, performing pre and post payroll audits, maintaining compliant tax configurations, and resolving escalated payroll and tax issues. The role also supports payroll reporting and analytics, year-end W 2/W 2C processing, system testing and troubleshooting, and cross functional collaboration with HR, Finance, Legal, and HR Tech. In addition, the position assists with internal and external audits through thorough documentation and reconciliations. - Validate multi state and local tax withholdings and ensure accuracy of all payroll tax calculations, earnings, benefits, and supplemental payments. - Conduct pre and post payroll audits, review payroll data prior to submission, and resolve payroll/tax errors to ensure accurate, compliant payroll processing. - Monitor federal, state, and local legislative changes and update payroll/tax system requirements accordingly. - Maintain accurate employee tax records (SUI rates, locality taxes, unemployment states) and ensure correct system configuration for pay codes, earnings, and deductions. - Address escalated employee payroll and tax questions related to withholding, residency, reciprocity, and tax forms; investigate complex tax issues and propose resolutions. - Deliver payroll analytics, compliance reporting, and KPIs; prepare recurring and ad hoc reports as needed. - Collaborate with HR, Finance, Legal, and HR Tech to validate nexus, ensure data accuracy, support integrations, and implement tax jurisdiction or rate changes. - Test payroll system updates, patches, and new features; troubleshoot system related tax issues, including calculation or mapping problems. - Assist with year-end W 2 and W 2C processing, including balancing, error resolution, and required adjustments. - Support internal and external audits with required documentation, reconciliations, and tax explanations. - Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. - As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk. What You’ll Need to Bring - A minimum of 3+ years payroll tax experience - Must have prior experience with multi-state taxes (Preferred States include: PA, WA, CA) - Strong attention to detail with a high degree of accuracy in work - Strong analytical and problem-solving skills - Knowledge of federal, state, and local tax laws and reporting requirements - Ability to prioritize tasks and to work with general supervision in a fast-paced environment - Excellent computer skills, including payroll software and Microsoft Office - Advanced proficiency in Microsoft Excel (pivot tables, v-lookups, data analysis) - Team player with excellent interpersonal skills Nice-to-Haves - Workday experience (HCM and Payroll) - SOX compliance experience - BS in Accounting/Finance or related field - Professional designation (CPP) 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 $78,000 to $98,000 annually. 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.
Related Guides
Related Categories
Related Job Pages
More Analyst Jobs
Inventory Planning Analyst IV - Dairy
Ahold Delhaize USAAhold Delhaize USA, a leading grocery retail company and a subsidiary of Ahold Delhaize, operates some of the most recognized brands on the East Coast, includin
Title: Inventory Planning Analyst IV - Dairy Location: Scarborough United States Job Description: Category/Area of Expertise: Procurement & Logistics Job Requisition: 505107 Address: USA-ME-Scarborough-145 Pleasant Hill Rd Store Code: In Stock (5120656) ADUSA Procurement is a partner company to Ahold Delhaize USA, providing supply chain services that support the delivery of products from a supplier to the warehouse. ADUSA Procurement is part of the Ahold Delhaize USA family of brands, which also includes five leading omnichannel grocery brands - Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop. Position Summary: - Manage large initiatives and provide in depth analysis in terms of scope/complexity/value (process/financial) - Accountable for Leadership Level communication (both internal and external) - Support managers in training and coaching Analyst III associates - Seasoned in a legacy company and either Fresh or Non-Perishable systems, processes, and procedures - Support development of department best-practices Our flexible/ hybrid work schedule includes 3 in-person days at one of our core locations and 2 remote days. Applicants must be currently authorized to work in the United States on a full-time basis. Principle Duties & Responsibilities: - Manage large vendor or internal initiatives in terms of scope/complexity/value (process/financial) - Accountable for Leadership Level communication (both internal and external). Communicate effectively with POD /Category leadership as well as Inventory Planning Support Center. - Deliver in depth category and vendor analysis with process improvement recommendations to drive category improvement - Support managers in training and coaching Analyst III associates and assist in developing content/training for vendor open sharing forum - Seasoned in a legacy company and either Fresh or Non-Perishable processes and procedures - Support development of department best-practices and deliver business insights and change management - Lead cross-functional process improvements, projects, and initiatives - Collaborate with teams from 3rd party resources, Supply Chain, SC Procurement, and the Brands, conducting analysis to lead improvements in sales, on-shelf availability, COGS, and unsaleables - Help drive the implementation of the company's new ways of working in assigned areas and the Brands - Help drive reporting on vendor and program ROI, scorecarding, adherence to KPI's, and vendor accountability Basic Qualifications: - Bachelor's in Business, Supply Chain Management, or similar work experience - Lean Six Sigma experience/familiarity preferred - 4 years relevant experience - Specialized in a legacy company systems, processes, and procedures - Responsible for knowledge in a sub-set of categories - Relevant skills at exemplary, high-performing level of competency - Attention to Detail - Ability to manage and influence others in the organization, including executive levels - Proven track record of delivering high quality results in a timely manner. - Ability to influence change within ADUSA, the Brands and the Vendor community - Ability to analyze complex problems and data sets - Comfortable working in a virtual environment with reporting associates and/or leadership located in other campuses ME/NC/PA/SC Salary Range: $92,640 - $138,960 IL/MA/MD/NY Salary Range: $106,480- $159,720 Actual compensation offered to a candidate may vary based on their unique qualifications and experience, internal equity, and market conditions. Final compensation decisions will be made in accordance with company policies and applicable laws. #LI-SM1 At Ahold Delhaize USA, we provide services to one of the largest portfolios of grocery companies in the nation, and we're actively seeking top talent. Our team shares a common motivation to drive change, take ownership and enable our brands to better care for their customers. We thrive on supporting great local grocery brands and their strategies. Our associates are the heartbeat of our organization. We are committed to offering a welcoming work environment where all associates can succeed and thrive. Guided by our values of courage, care, teamwork, integrity (and even a little humor), we are dedicated to being a great place to work. We believe in collaboration, curiosity, and continuous learning in all that we think, create and do. While building a culture where personal and professional growth are just as important as business growth, we invest in our people, empowering them to learn, grow and deliver at all levels of the business.
Senior Financial Analyst
RokuRoku Inc. is a leading streaming device offering a wide range of channels within the movies, TV, sports, news, weather, music, games, kids, tech, Web TV, lifest
Provide analytical support and monitor key performance indicators, develop executive-level dashboards for leadership insights, and support long-range financial modeling to inform strategic decision-making.
Healthcare Economics Analyst
EmblemHealthEmblemHealth is a not-for-profit health insurer serving over 3 million people in New York, New York, and surrounding regions. The organization is committed to c
Title: Healthcare Economics Analyst Location: New York United States Job Description: REMOTE Summary of Position - Develop data-driven analysis for decision making on how EmblemHealth purchases, manages, and influences the cost of care for current and prospective members. - Extract, analyze, and interpret data to produce insights related to cost drivers, opportunities to impact costs, and impact of health cost containment initiatives. - Provide consultative support to aligned business areas to demonstrate analytics rooted in data. Principal Accountabilities - Design and/or execute analytics and reporting to measure or estimate financial impact of health plan business problems and potential or actual solutions. - Support all functions within Healthcare Economics including monitoring of specific corporate and health cost containment initiatives. - Research and analyze financial data to draw conclusions and provide consultation to internal and external partners for use in administering specific programs and processes related to medical expense and utilization. - Present analytical findings to internal business partners. - Analyze business problems related to financial experience of the health plan, particularly related to how care is purchased, managed, or other factors influencing cost of care. - Perform additional duties as assigned. Qualifications Education, Training, Licenses, Certifications - BA/BS Required in Mathematics, Statistics, Economics, Healthcare or other related discipline required Relevant Work Experience, Knowledge, Skills, and Abilities - 3 - 5+ years' relevant, professional work experience required - Experience working in a healthcare setting (within a provider health system or health insurance company) preferred - Experience working with healthcare data including but not limited to claims, testing results and pharmacy data preferred - High level of proficiency with MS Office (Word, Excel, PowerPoint, Outlook, etc.), with an emphasis on Excel required - Strong communication skills (verbal, written, presentation, interpersonal) required - Experience preparing/presenting dashboards and data using a data visualization tool such as Tableau preferred - Ability to query, summarize, and manipulate data using SQL or SAS required Additional Information - Requisition ID: 1000003197 - Hiring Range: $56,160-$99,360 Pay Disclosure At EmblemHealth, we prioritize transparency in our compensation practices. We provide a good faith estimate of the salary range for potential hires, which is based on key factors such as role responsibilities, candidate experience, education and training, internal equity, and market conditions. Please be aware that this estimate doesn’t account for geographic differences related to your work location. Typically, new hires may not start at the top of this range, as compensation is tailored to each individual's circumstances. For union positions, salaries will be determined according to the collective bargaining agreement. Join us at EmblemHealth, where your contributions are valued and supported by fair compensation. EEOC Statement We value the diverse backgrounds, perspectives, and experiences of our workforce. As an equal opportunity employer, we consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, age, creed, citizenship status, gender identity, pregnancy, marital status, national origin, disability, veteran status, or any other protected characteristic protected by law.
Credit Analyst
Sumitomo Mitsui Banking - SMBCSumitomo Mitsui Banking - SMBC serves a global base of customers with diversified financial services. The banking corporation was formed in 2001 through the mer
Credit Analyst Location: New York United States Job Description: Job Level: Associate Job Function: Lending Operations Employment Type: Full Time Requisition ID: 7745 SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $67,000.00 and $80,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description Sumitomo Mitsui Banking Corporation is hiring a Credit Analyst. The main function of this position is to provide analytical and administrative support to the team such as preparing credit applications, reviewing quarterly loan reports, conducting regular credit reviews of loans in the portfolio, providing research and analytics, and other administrative tasks as required. Role Objectives - Conduct analysis and research on the performance of borrowers to assess historical performance and future projections. - Perform quarterly and annual reviews of loan portfolio and handle a variety of system and procedural issues related to the borrowers such as internal grading, monthly/quarterly reporting, and other ad hoc projects. - Prepare credit applications, support due diligence processes and day-to-day administrative activities for transactions. - Assist with amendments, dividend transactions, loan closings and funding, and other credit events that may impact the borrower. - Assist in the creation of internal reports, including those reports relating to exposure, budget and inventory as well as ad hoc reports for management. - Gather support documentation to structure deals and assist in drafting pre-screen memos for the Credit Department. - Undertake research and analytics related to specific sectors, regions or loans, and stay abreast of current market conditions. Qualifications and Skills - 0-2 years of comparable or relevant experience. Experience at the analyst level in a corporate banking group preferred - Able to quickly learn and adapt to new processes and systems. Works well in a culturally diverse and team oriented environment. Demonstrates intellectual curiosity and an interest in continuous learning. - Strong analytical and critical thinking skills, ability to synthesize large amounts of information, analyze risk and identify mitigating factors. - Self-driven and motivated; takes personal ownership of specific assignments. - Highly collaborative and flexible in a team and client environment and ability to form good relationships internally and externally. Able to coordinate and communicate with various internal departments across the bank (middle/back office, global counterparts.) - Ability to organize thoughts and clearly articulate points and provide summaries and explanations of transactions, verbally or in writing to management or other internal departments. - Experience in preparing credit applications, performing cash flow analysis, ability to read and interpret financial statements, and strong accounting skills. Must be proficient in the use of MS Excel, Word and PowerPoint. - Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines. - Bachelor's degree in Finance, Business or Accounting preferred or equivalent education and training. - Japanese and English language skills (business level) required. SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law.



