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Wells Fargo Finance Consultant - Investment Contact Center in West Des Moines, Iowa

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

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.

Responsibilities include:

  • 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.

Required Qualifications

  • 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

Desired Qualifications

  • 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.

Benefits Summary


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Company: Wells Fargo

Req Number: 5589536-1

Updated: 2021-07-24 01:49:29.796 UTC

Location: West Des Moines,IA