Analyst providing financial reporting support for Fidelity's Stock Plan Services. Handling client requests, training users, and managing data reporting processes.
About the role
- Lead Financial Reporting Analyst managing regulatory reporting compliance and driving enhancements in a complex financial environment at Wells Fargo. Collaborate with controllers and enhance data management strategies.
Responsibilities
- Partner with Business Controllers, Regulatory Interpretation, and Controllers Transformation teams to ensure consistent interpretation and application of regulatory reporting requirements across the enterprise.
- Ensure compliance with the Company’s Financial Reporting Governance & Control, RCSA, and Data Management Policies, which includes performing, reviewing, and identifying enhancement opportunities for internal controls.
- Provide guidance and support to ensure timely and accurate completion of all regulatory reporting deliverables.
- Assess the impact of reporting errors and deficiencies, lead discussions with line of business reporting teams, and track resolution efforts in accordance with policy requirements.
- Lead effective change management by clearly communicating regulatory reporting changes and ensuring appropriate implementation of new or revised requirements across stakeholders.
- Serve as a subject matter expert providing business knowledge and technical interpretation to support strategic automation and implementation of counterparty reporting in Axiom and Power BI.
- Provide technical advisory support on regulatory reporting matters that arise in a continually changing environment.
- Act as a change agent in driving best practices, standardization, and continuous improvement within the regulatory reporting function.
- Identify opportunities to leverage automation, analytics, and AI to streamline manual reporting processes and enhance control effectiveness.
- Partner with Technology teams to design, implement, and sustain automated solutions aligned with regulatory and risk management requirements.
- Support enterprise transformation initiatives related to reporting modernization and data transparency.
- Serve as a liaison with internal testing teams and external regulatory agencies, supporting regulatory exams or inquiries and reporting reviews.
- Provide strategic consultation and clear communication to senior leadership across the enterprise on regulatory reporting matters.
- Act as a team lead by providing work guidance, coaching, and mentorship to other analysts.
- Collaborate and consult with peers, colleagues, and managers to resolve complex issues and achieve shared objectives.
Requirements
- 5+ years of Finance, Accounting, Financial Reporting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Demonstrated subject-matter expertise in Regulatory Counterparty reporting, including (FFIEC 009/A, FR2510, FR2590, TIC reporting) and related regulatory environment knowledge.
- CPA preferred
- Superior project management skills including the ability to handle multiple projects concurrently
- Leadership experience with a focus coaching, training, and mentoring others
- Strong analytical skills with high attention to detail and accuracy
- Extensive knowledge and understanding of research and analysis
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- Expertise in AI-driven automation tools and proficiency using Axiom and Power BI for reporting is preferred
- Ability to translate and summarize complex data into understandable, actionable information and recommendations
- High level of proficiency in Microsoft Office (Word, Excel, Outlook and PowerPoint)
- Excellent verbal, written, and interpersonal communication skills
Benefits
- 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
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