Corporate Financial Reporting Strategic Initiatives and Accounting Team

Location: Charlotte, NC
Date Posted: 03-03-2018
Charlotte NC or Minneapolis MN
This role will act as an advocate for senior management in the execution of strategic initiatives important to the Corporate Financial Reporting team. Primary responsibilities include ensuring that strategic initiatives are organized, communicated proactively, involve all necessary stakeholders, and executed effectively in-line with firm-wide initiatives.
A candidate in this role is required to have a strong understanding and knowledge of financial institutions, various departments, businesses, and products common to such organizations. Additionally, a successful candidate will need to partner with other functions throughout the firm (operations, technology, compliance, risk management, legal, etc.) to accomplish strategic initiatives. The position also requires a broad knowledge base in technical accounting for financial products along with understanding the economics of such transactions including risk mitigation, allowing the candidate to draw parallels to such concepts in understanding and evaluating the corresponding reporting requirements. 

Along with project management, this role provides Technical expertise regarding accounting, SEC reporting and regulatory information and research.
Duties include:
  • Leadership of cross functional/virtual teams to strategize, plan and execute a variety of programs, services and initiatives. Examples might include, but are not limited to: finance/operational/executive management review coordination, process improvement and redesign, change management initiatives, ongoing oversight of a leadership / diversity/ recognition / Q12 or general program oversight.
  • Provides leadership in the integration/implementation of programs / services /initiatives with cross functional business partners, recognizing the significance of competing priorities and strategies, and adjusting as necessary.
  • Develops metrics and tracks/evaluates performance of programs, services and initiatives. Ensures plans/programs adhere to appropriate policies and regulations. 
  • Identify areas for improvement and drive implementation of strategic financial reporting initiatives.
  • Proactively lead the team in remediating REG/SEC deficiencies throughout the financial reporting team.
  • Understand interconnections and direction of various firm-wide strategic initiatives to ensure all change management activities/decisions are in-line with such initiatives.
  • Understanding interaction between FASB accounting updates, business impacts and how that impacts related financial products in order to fully understand impacts to SEC & REG reporting. 
  • Provide consistent guidance to all stakeholders and influence outcomes while taking ownership for all projects under direct supervision. 
  • Ensure all stakeholders are identified and actively involved in the applicable project, setting up and leading steering committee discussions as necessary. 
  • Execute independently on certain strategic initiatives
  • Represent Wells Fargo within applicable industry groups and accounting related industry initiatives. 
Required Qualifications
  • 6+ years of experience in one or a combination of the following: project management, implementation, or strategic planning
Desired Qualifications
  • Knowledge and understanding of regulatory reporting: Federal Reserve, OCC, and SEC
  • Management consulting experience at a top-tier consulting firm
  • Experience with general ledgers and accounting policies
  • Knowledge and understanding of corporate governance, financial reporting systems, legal entities, and role of regulatory authorities
  • Ability to lead projects/initiatives with high risk and complexity
  • Knowledge and understanding of capital markets: business and processes
  • Highly refined and professional verbal and written communications
  • Strong analytical skills with high attention to detail and accuracy
  • Advanced Microsoft Office skills
  • Ability to organize and manage multiple priorities
  • Strong research and documentation skills
For immediate consideration, please submit a recent resume in MS Word format in addition to a brief cover letter with salary expectations.
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