Lead Financial Accountant - Tax Credit Investments
Wells Fargo
About this role:
Wells Fargo is seeking a Lead Financial Accountant to join the Corporate & Investment Banking Controllers Team. The Accountant will be responsible for supporting line of business accounting activities while partnering with various groups across the organization and our key line of business partners.
In this role, you will:
Provide technical expertise regarding accounting issues, regulatory information and research
Provide data for preparing and reviewing financial and regulatory reports
Communicate practices and procedures for proper financial control functions in accordance with the company's internal controls policies
Provide technical interpretation on matters and a key change agent in building and adopting best practices within the functional area
Provide work guidance or mentorship to other peers
Serve as a lead accounting resource for various tax credit investment portfolios
Interface with the Enterprise Accounting Policy (EAP) team on accounting policy interpretive matters
Act as a primary contact to the front office for new transactions and issues across the portfolios
Responsible for enhancing and championing a COSO compliant control environment
Ensure the accuracy and completeness of SEC and Regulatory reports and filings
Ensure accuracy and timely completion of the books and records
Ensure the control environment is well designed and operating effectively
Key processes are operating effectively and efficiently
Reporting and communication requirements are satisfied on a timely basis
Required Qualifications:
5+ years of Finance, Accounting, Analytics, Financial Reporting, Accounting Reporting or Risk Reporting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
An active Certified Public Accountant (CPA) designation
Big four public accounting experience
Knowledge and understanding of accounting principles in the capital markets industry and practically apply those principles to transactions
Experience preparing SEC & Regulatory reports for capital market products
3+ years of financial services industry experience
Proficient in use of Essbase/SmartView/IRIS
Strong organizational, prioritizing, and multi-tasking skills
Excellent verbal, written, and interpersonal skills
Strong analytical skills with high attention to detail and accuracy
Ability to grasp complex business issues quickly, recommend solutions, and drive for resolutions
Ability to work effectively, as well as independently, in a team environment
Ability to take on a high level of responsibility, initiative, and accountability
Job Expectations:
This position offers a hybrid work schedule
This position is not eligible for Visa sponsorship
Posting End Date:
3 Nov 2024*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.