Senior Lead Financial Accountant - Capital Markets

at  Wells Fargo

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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

Required Qualifications:

• 7+ 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, educatio

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
• 5+ years of financial services industry experience
• Experience preparing SEC & Regulatory reports for capital market products
• Experience with applying the Proportional Amortization Method (PAM) for tax-oriented investments
• Experience with applying the Hypothetical Liquidation at Book Value (HLBV) method for tax-oriented investments
• 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 accountabilit

Wells Fargo is seeking a Senior Lead Financial Accountant to join the Corporate & Investment Banking Controllers Team. The Senior Lead Financial Accountant will be responsible for supporting various tax credit-oriented lines of business and their related 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 the lead accounting resource for the bank’s tax credit oriented investment portfolios
• Interface with the Enterprise Accounting Policy (EAP) team on accounting policy interpretive matters
• Act as the 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
• Perform as a subject matter expert supporting large complex functional areas related to financial accounting, reporting and analytics

Required Qualifications:

• 7+ 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
• 5+ years of financial services industry experience
• Experience preparing SEC & Regulatory reports for capital market products
• Experience with applying the Proportional Amortization Method (PAM) for tax-oriented investments
• Experience with applying the Hypothetical Liquidation at Book Value (HLBV) method for tax-oriented investments
• 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