About this role:
Wells Fargo is seeking a Senior Finance Analyst for COO Finance. We are seeking qualified professionals to provide financial support to the Corporate Properties Group (CPG). This independent contributor role will partner closely with Finance leaders and business unit partners to enhance internal financial management reporting and provide financial insight for decision making and strategy. This is a senior role and will operate within a finance team of qualified financial analysts.
The role will report into the CPG Finance Manager with the successful candidate joining a fast-paced, challenging, and rewarding environment. The group strives for excellence in customer service and client support by exhibiting behavior that is fair, reasonable, ethical, and professional.
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In this role, you will:
- Lead or participate in moderately complex initiatives as a technical professional
- Provide a broad expertise and unique skills used to develop company objectives and standards
- Contribute to large scale planning such as economic research in support of management decision making for a business unit
- Research key forecasting projections as well as management of financial reporting to support monthly and quarterly forecasting
- Perform work on significant and unique issues involving data and evaluation or highly complex situations
- Develop strategies and make recommendations for forward financial planning
- Lead team to meet the implementation of complex projects impacting one or more lines of business
- Establish effective and efficient reporting delivery that meets brand standard and internal control standards
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Provide finance support to CPG and Finance management as part of monthly financial reviews and annual strategic planning process
- Provide meaningful commentary on financial results including the application of key performance indicators and metrics as well as highlighting financial risks and opportunities
- Review month-end, year-to-date and full-year real estate portfolio results and effectively communicate variance to stakeholders
- Partner with line of business and functional teams to improve cost analysis and decision making
- Engage with internal stakeholders in the development of financial plans that align with strategic objectives
- Ad-hoc financial analysis as necessary (i.e., trend analysis, historical property or portfolio data, review of annual occupancy rates)
- Prepare and review annual building budgets, provide assistance to CPG departments involved in budgeting process, including activities such as reviewing historical trends, calculating real estate project impacts, identifying key expense drivers, adjusting space allocation data, rate analysis, and year-over-year trends
- Develop annual occupancy expense allocation rates, communicate occupancy allocation rate changes to stakeholders and provide ongoing monitoring of occupancy expenses to ensure appropriate allocations to business lines
- Provide financial and strategic support to business partners on strategic initiatives
- Interface with CPG Financial Analysis Team to support real estate strategies and scenario modeling
- Conduct in-depth financial research and analysis and effectively communicate findings and/or recommendations to business partners and Finance management
- Ability to engage with business partners to develop budgets, forecasts, and report financial results
- Collect financial data, performing high-level analysis, testing for accuracy, identifying and resolving complex problems
- Performing variance and trend analyses; communicating and providing guidance to business partners regarding relevant financial policies
- Create and/or monitor systems or models to predict financial outcomes
- Develop a "continuous improvement" spirit within the team and help drive this culture across the Finance function
- 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Exposure to key accounting tools like Oracle, Hyperion, Essbase, SAP
- Prioritize multiple tasks in a fast-paced environment with critical deadlines
- Strong communication and presentation skills. Must be comfortable presenting to Finance leaders
- Ability to work both independently and within a team environment. Able to build and maintain good working relationships with internal partners.
- Experience in Finance or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Knowledge of Finance and Accounting concepts, methodologies and systems (GAAP, Balance Sheet, Income Statement, Planning, Budgeting and Forecasting)
- Knowledge of real estate project accounting principles including rules for fixed asset capitalization and amortization, lease accounting and other rules and regulations associated with owned and leased real estate
- Ability to perform complex analyses, draw conclusions, and communicate and articulate conclusions visually and verbally
- Ability to develop partnerships and collaborate with other business and functional areas
- Strong attention to detail and accuracy skills
- Advanced Microsoft Office Skills (pivot tables, v-lookups, creation of graphs/charts, Power point; experience with macros and VBA coding is a plus)
- Strong knowledge in PowerPoint, Tableau, or Power BI is a plus but not required
- Ability to create financial analyses to support business strategies and/or business cases. Experience developing real estate cash flow and GAAP-based analysis to make informed portfolio decisions is a plus
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$84,000.00 - $149,400.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
28 Nov 2024
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.