Financial Reporting Analyst (FP A Department)Bookmark This
St. Louis, MO
Financial Reporting Analyst (FP&A Department)
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
3+ years finance experience.
Minimum of 3 years of relevant experience; data collection and reporting experience; technical finance skills.
Attention to detail; dedication to accuracy; ability to work under tight deadlines and the ability to demonstrate positive behaviors while performing job responsibilities.
Excellent verbal and written communication skills
Strong Excel and Powerpoint skills required
Access experience preferred