The Central Financial Planning and Analysis (FP&A) group of Wells Fargo Advisors (WFA) has an opportunity for an experienced financial professional looking for a new and exciting challenge. The position will provide comprehensive reporting and analysis for Wells Fargo Advisors.
The responsibilities of the position will include the following:
•Gather and consolidate key financial information and metric data across all WFA businesses
•Develop new and/or enhance existing financial and metric reports to improve efficiency of processes and provide effective data presentations to business
•Assist in the production of key reporting packages for senior leadership meetings
•Coordinate organizational hierarchy and account structure changes as part of monthly system maintenance process
•Partner with WFA Business Finance teams to complete annual plan, perform metric reporting and facilitate monthly close and forecast processes
•Partner with Wealth, Brokerage & Retirement (WBR) FP&A to support segment level planning and reporting
•Assist in ad-hoc financial reporting as requested by business leaders
•Participate on project teams as needed
Basic Qualifications
3+ years finance experience
Minimum Qualifications:
Strong Excel and Powerpoint skills required Access experience preferred
Minimum of 3 years of relevant experience data collection and reporting experience technical finance skills.
Excellent verbal and written communication skills
Attention to detail dedication to accuracy ability to work under tight deadlines and the ability to demonstrate positive behaviors while performing job responsibilities.
All your information will be kept confidential according to EEO guidelines.
If you meet the requirements of this unique opportunity, we encourage you to explore how you can make a difference by applying now. Simply contact Robin Akin by sending an attached Word version of your most recent resume to get started.
Job details are sourced from the employer's original posting.
Open job postingAbout the company
This position is located at one of our newest distribution facilities, which is state of the art and includes the latest technology. We are a leading North American distributor of metalworking and maintenance, repair and operations (MRO) products and services. We help our customers drive greater productivity, profitability and growth with over 1 million product offerings, our inventory management and other supply chain solutions, and deep expertise from more than 70 years of working across industries. Our Goal As a $2.8 billion company with more than 6,500 experienced associates and more than 3,000 suppliers, we work with customers big and small. Our goal is to drive results for their businesses - from keeping operations running efficiently today to continuously rethinking, retooling and optimizing for a more productive tomorrow. Our History Founded by Sid Jacobson in 1941, our company continues to build on a rich history of commitment to our customers, our shareholders, our associates and the communities in which we live and work.