Wednesday , February 19 2025

Wells Fargo Careers – Finance Consultant

Website Wells Fargo

Job Description:

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 WIM Marketing and may provide financial support for other WIM lines of business.

Job Responsibilities:

  • Implement and monitor financial controls including support for Reg. W compliance
  • Prepare presentation materials on behalf of senior management
  • Develop and maintain outbound expense allocation methodology and explain allocated costs to receiving partners.
  • 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 Marketing
  • Provide financial support for CCAR and RRP deliverables for WIM Marketing
  • Perform finance operations activities including billing, receivables, and payments as needed
  • Present financial results and associated analysis to senior management
  • Lead partnership with the Finance Centers of Excellence (COEs) and LOB Finance while continuing advancement toward the Finance target operating model

Job Requirements:

  • Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members
  • Experience developing financial projections and establishing financial goals using quantitative and qualitative models
  • Highly refined and professional verbal and written communications
  • Ability to lead and operate collaboratively, execution focused, and results oriented
  • Ability to successfully operate in a complex and matrixed environment
  • 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
  • Hyperion Essbase experience
  • Ability to drive and lead organizational change in a dynamic environment
  • Ability to translate and present complex data in a manner that educates, enhances understanding, and influence decisions
  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting

Job Details:

Company: Wells Fargo

Vacancy Type: Full Time

Job Location: St. Louis, MO, US

Application Deadline: N/A

Apply Here

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