Wells Fargo Finance Consultant - Investment Contact Center in West Des Moines, Iowa
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Finance brings together enterprise functions that drive Wells Fargo's financial management, including accounting and control, financial planning and analysis, line of business finance, asset-liability management, treasury, tax management, and the company's investment portfolios. They also inform shareholders, regulators, taxing authorities, employees, and leaders of the company's financial performance through earnings releases, investor meetings and conferences, and meetings with regulators and credit rating agencies, following appropriate reporting guidelines.
Finance Consultant– WIM Investment Contact Center
WIM Finance is seeking an experienced finance consultant to provide comprehensive financial management for the Wealth and Investment Management (WIM) Staff and Operations groups. The incumbent will be the primary finance support for the WIM Investment Contact Center and may provide financial support for other WIM lines of business.
Perform the financial planning and analysis activities including: financial forecasts, variance analyses, management reporting, key metrics reporting
Provide expense analysis in terms of relevant business drivers pertaining to WIM Investment Contract Center
Present financial results and associated analysis to senior management
Prepare presentation materials on behalf of senior management
Perform finance operations activities including billing, receivables, and payments as needed
Provide financial support for CCAR and RRP deliverables for WIM Investment Contact Center
Implement and monitor financial controls including support for Reg. W compliance
Develop and maintain outbound expense allocation methodology and explain allocated costs to receiving partners.
Lead partnership with the Finance Centers of Excellence (COEs) and LOB Finance while continuing advancement toward the Finance target operating model.
- 4+ years of experience in one or a combination of the following: finance, accounting, analytics and reporting; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, Business and 2+ years of experience in one or a combination of the following: finance, accounting, analytics or reporting
A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting
Ability to successfully operate in a complex and matrixed environment
Other Desired Qualifications
Advanced analytical skills and knowledge of financial and economic concepts with the ability to apply them to a diverse mix of business situations
Demonstrated expertise in financial modeling, and MS Excel
Demonstrated proficiency, in data manipulation and data analysis
Strong working knowledge of Wells Fargo’s financial reporting and research tools including Essbase, IRIS and GL tools
Proven ability to independently lead ad hoc financial projects from concept to completion including identifying and garnering the appropriate resources and data
Strong ability to establish effective working relationships and partner across the organization at all levels
Effective communicator and presenter
Proactive and able to work independently
Experience with Staff Support groups within Wells Fargo and familiarity with the associated business drivers
Experience supporting Contact Centers
Investment management business experience
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.
Company: Wells Fargo
Req Number: 5589536-1
Updated: 2021-07-24 01:49:29.796 UTC
Location: West Des Moines,IA
- Wells Fargo Jobs