Finance Lead Consultant

Wells Fargo Chandler , AZ 85249

Posted 4 weeks ago

Apply

This Job is not relevant Tell us why

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 want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.

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

Enterprise Finance drives financial management for the company and maintains and enhances risk and financial controls. Key functions within Enterprise Finance include finance and accounting; Treasury; corporate development, mergers, and acquisitions; Data Management and Insights, the Customer Remediation Center of Excellence, Enterprise Shared Services, Business Process Management, and Corporate Strategy. Enterprise Finance informs 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. They also maintain and enhance risk and financial controls and lead many of the company's shared services functions including corporate properties, security, and global services.

Position responsibilities:

Strategically partner with Operations Leadership across the Enterprise to interpret and advise on all financial analysis and reporting of key financial metrics related to business performance, including operating and strategic reviews
Identify opportunities to improve methodologies and processes for delivering complex financial analysis in support of management decision-making for Operations leadership
Understand the overarching strategic direction while working closely with our partners on Forecast, Month-end close, Efficiency Initiatives as well as Cost Allocations
Responsible for ensuring business drivers are accurately reflected in the financial forecasts
Promote and drive objectives of the Enterprise Finance organization
Recognize issues, discuss, respond, give feedback and challenge senior management on Expenses, Contracts, Projects, Strategies, Costing Models and Allocations

Required Qualifications

7+ 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 manage effectively in a matrixed organization
Ability to influence, partner, and negotiate with senior business leaders to gain commitment to accomplish business goals
Ability to translate and present complex data in a manner that educates, enhances understanding, and influence decisions
Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing processes
Knowledge and understanding of financial analysis, forecasting, modeling and tracking
Excellent verbal, written, and interpersonal communication skills
Meeting facilitation experience in leading discussions that result in consensus and commitment
Ability to provide leadership by coaching, training, and mentoring
Hyperion Essbase experience
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Ability to execute in a fast paced, high demand, environment while balancing multiple priorities

Other Desired Qualifications

Experience developing improvement processes and implementation strategies to support business continuity and contingency plans
Knowledge and understanding of Operations processes and productivity
Experience utilizing FAST

Job Expectations

Ability to travel up to 10% of the time

Disclaimer

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.

Show Full Description

See how you match
to the job

Upload my resume

Download the
LiveCareer app and find
your dream job anywhere

Similar Jobs

View All

Want to see jobs matched to your resume?
Upload One Now!

Planning Consultant Chandler AZ

Fidelity Investments

Posted 5 days ago

VIEW JOBS Job Description: Planning Consultant Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. The Expertise We're Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and insurance licenses within 90 days of hire * Minimum 2 years of financial services or relevant experience * Attainment of CFP® Certification is highly encouraged The Purpose of Your Role The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity's firm wide initiatives that will give you the opportunity to positively influence clients' financial plans. You will see your impact on the business and have rewarding interactions with clients every single day! The Skills You Bring * Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families. * Ability to profile to understand planning needs and identify appropriate solutions * You have a vested interest in building relationships and being an advocate for clients * You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals * Comfort making outbound calls to further educate clients and uncover opportunities The Value You Deliver * Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering * Educating and planning with clients to uncover opportunities that will lead to the client's success * Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce * Building long-lasting, meaningful relationships with clients * Mentoring and supporting the success of your peers How Your Work Impacts the Organization Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you'll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients! Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Remote Life Insurance Agent Live Lead Transfer (License Required)

Assurance

Posted 2 days ago

VIEW JOBS

Finance & Accounting Analyst Procure To Pay Solution Center

Wells Fargo

Posted 3 weeks ago

VIEW JOBS 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 want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Enterprise Finance drives financial management for the company and maintains and enhances risk and financial controls. Key functions within Enterprise Finance include finance and accounting; Treasury; corporate development, mergers, and acquisitions; Data Management and Insights, the Customer Remediation Center of Excellence, Enterprise Shared Services, Business Process Management, and Corporate Strategy. Enterprise Finance informs 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. They also maintain and enhance risk and financial controls and lead many of the company's shared services functions including corporate properties, security, and global services. Wells Fargo is seeking a successful Finance & Accounting Analyst who will be responsible for responding to Enterprise Procurement processes and procedure inquiries across all areas of Procurement support. In addition, the individual in this role will be cross-trained on other Team functions to ensure coverage in other areas during heavier volume times. Primary responsibilities of this role may include but are not limited to: * Answering inbound calls from the Solution Center Phone line and making any necessary outbound calls while simultaneously documenting all call activity using the provided online tools. * Responding to queries through the Teams Shared Mailbox within service level agreement timing. * Resolving complex inquiries from internal customers and external vendors by performing required research to solution the submitted issue. * Providing guidance on Procurement policies and procedures, new or enhanced services and/or procedural changes. Required Qualifications * 6+ months of experience in one or a combination of the following: finance, accounting, analytics, financial reporting, accounting reporting or risk reporting demonstrated through work or military experience Desired Qualifications * 1+ years of call center customer service experience in the financial services industry * Avaya experience * PeopleSoft experience * 1+ year of accounts payable experience * Excellent verbal, written, and interpersonal communication skills * Outstanding problem solving skills * Ability to take initiative and work independently with minimal supervision in a structured environment * Strong analytical skills with high attention to detail and accuracy * Strong organizational, multi-tasking, and prioritizing skills * Ability to research and report on a variety of issues using problem solving skills * Ability to work in a fast paced deadline driven environment Other Desired Qualifications * Ability to communicate effectively with business partners and team members * Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important * Advanced Microsoft Office (Excel, Outlook, and Word) skills * A BS/BA degree or higher in Accounting or Finance Street Address AZ-Chandler: 2600 S Price Rd - Chandler, AZ Disclaimer 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.

Apply