Lead HR Business Partner shaping business objectives and fostering strong relationships within Wealth & Investment Management at Wells Fargo. Drive human capital initiatives in a collaborative team environment.
About the role
- Director of Finance responsible for leading FP&A function and financial analysis across the organization. Managing budgeting, forecasting, and strategic planning in a hybrid work model.
Responsibilities
- Lead the FP&A function, including annual budgeting, quarterly forecasting, and long-range planning.
- Develop and maintain financial models to support strategic initiatives, investment decisions, and scenario planning.
- Provide actionable insights through variance analysis, KPI tracking, and business performance reviews.
- Partner with business unit leaders to understand financial drivers and support operational decision-making.
- Prepare executive-level presentations and reports for senior leadership and board meetings.
- Drive continuous improvement in financial processes, systems, and reporting tools.
- Manage and mentor a team of financial analysts, fostering a high-performance culture.
- Collaborate with accounting, treasury, and other finance functions to ensure alignment and accuracy.
- Support M&A activities, including financial due diligence and integration planning.
Requirements
- Masters’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.
- 7+ years of progressive experience in FP&A or corporate finance, with at least 2 years in a leadership role.
- Strong financial modeling, analytical, and strategic thinking skills.
- Experience in a fast-paced, matrixed, or multinational environment.
- Advanced proficiency in Excel and financial planning tools (e.g., Anaplan, Adaptive Insights, Hyperion).
- Excellent communication and presentation skills, with the ability to influence senior stakeholders.
- Proven track record of leading teams and driving business results.
Benefits
- Hybrid work model with flexibility.
- Competitive compensation and performance-based incentives.
- Comprehensive benefits package including health, dental, vision, 401(k), and more.
- Opportunities for career advancement and cross-functional collaboration.
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