Allocations Lead Finance Analyst role at Wells Fargo responsible for financial reporting and analysis. Collaborating with finance leaders and providing insights into financial data and allocations.
Responsibilities
Build, maintain and automate standard monthly allocations reporting for finance leaders and finance team; requires extensive data reconciliation as well as analysis
Establish and maintain effective and efficient reporting delivery that meets brand standard and internal control standards
Act as the trusted partner and subject matter expert by conducting in-depth research and analysis of financial data to resolve complex issues
Communicate insights, findings and recommendations to business partners promptly for decision making
Excellent client communication skills to partner with business partners in a global environment consisting of multiple senior stakeholders to drive outcomes
Provide financial insights and commentary highlighting actual vs forecast/budget variances to highlight risk and opportunities and drive cost efficiency
Understand the allocation process and ensure drivers and methodologies yield appropriate allocations to line of businesses and legal entities
Drive continuous improvement through simplification, standardization and automation
Document procedures to ensure effective repeatable processes and data sharing between teams
Requirements
5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Exceptional Essbase, Excel, PowerPoint skills and strong knowledge of using pivot tables, v-lookups, tracing formulas, and running macros
Bachelor's/Master’s Degree in Finance, Accounting, Business, or Economics; CA/CFA/MBA a plus
Experience in finance or accounting roles, including monthly close, management reporting, monthly business review decks; allocation experience is a plus
Ability to perform complex analysis, build financial models, draw conclusions and communicate recommendations to business leaders
Knowledge of key tools like Power BI or Tableau is a plus
Ability to prepare executive level presentations and management reporting
Strong analytical and problem-solving skills to interpret complex financial data, trends and patterns along with high level of accuracy and attention to detail
Self-starter with exceptional critical thinking skills combined with a strategic business focus; can recognize issues and implement solutions with minimal guidance
Ability to evaluate allocation processes and continuously look for efficiency and effectiveness opportunities
Strong time management skills and ability to meet deadlines
Sense of urgency with ability to adapt to fast changing priorities and timelines
Excellent communication skills (oral and written) for regular connections with leaders and broader finance team, organizational skills, and experience articulating issues, risks, and proposed solutions to management
Exhibits initiative, curiosity and independence
Showcased leadership skills, good judgement, and accountability in prior roles
Develops and uses checklists to ensure that information goes out error-free through utilizing controls in process for cross-checking outputs before submission. Accurately gauges the impact and cost of errors, omissions, and oversights.
Senior Product Manager leading payments and financial platforms at a Lagos - based fintech. Driving product vision and execution for a transformative B2B payments solution.
Werkstudent supporting various finance functions including managing guarantees and assisting with legal research at Calanbau Brandschutzanlagen GmbH in Hamburg.
IT Budget Analyst driving cost optimisation across cloud and IT infrastructure at Vodafone. Collaborating with cross - functional teams to ensure technology investments align with business objectives and are managed efficiently.
Trainee Lawyer/Lawyer providing legal support in Debt Capital Markets transactions. Collaborating with clients and internal teams in a global law firm.
Associate supporting Trade Finance and Working Capital solutions within RBC Commercial Banking. Collaborating with various teams to ensure high - quality client experience and deal execution.
Program Associate supporting the CCFLA team's urban climate finance initiatives at CPI. Collaborating with national and international partners to manage grants and communications.
Analyst role at Climate Policy Initiative supporting research initiatives and capacity building in sustainable finance. Engaging with stakeholders to promote a low - carbon economy.
Participate in GE HealthCare's Finance Management Program for future finance leaders. Gain hands - on experience across corporate finance areas with formal training and mentorship.
FP&A Analyst at GE HealthCare leading financial planning and analysis with focus on cost management. Conducting budgeting, forecasting, and financial reporting supporting strategic decision - making.
Associate Dean overseeing financial operations and strategic planning at Emory University's School of Nursing. Directing annual budget and fiscal affairs with responsibilities in all non - academic business activities.