Mar 26, 2020

Financial Planning and Analysis Consultant

  • Wells Fargo
  • Manila, Metro Manila, Philippines
Full-Time Finance

Job Description

About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading global financial services company with $2.0 trillion in assets and offices in over 37 countries. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides asset management, capital raising and advisory, financing, foreign exchange, payments, risk management, and trade finance services to support customers who conduct business in the global economy. At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We also value the viewpoints of our team members and encourage them to be their best. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Learn more at our International Careers website.

Market Job Description

About Enterprise Global Services
Enterprise Global Services (EGS) enables global talent capabilities for Wells Fargo Bank NA., by supporting over half of Wells Fargo's business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services. EGS operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about EGS at our International Careers website.

Department Overview
The Finance team within Shared Services department handles the financial and management accounting for EGS. The team measures financial performance supports financial planning and budgeting, leads cost management initiatives, and provides commercial guidance.

About the Role:
The Financial Consultant 3 position is part of the Finance division and provides financial and related business information to management to allow them to make informed business decisions and set key strategic goals. This includes monthly management reporting, Budgeting, Outlook & Forecasting and preparation of analysis to support the decision-making

Responsibilities:
  • Analyses of cost variances (month-on-month; actual vs. plan; forecast vs. plan, etc.). Work with Business on its financial reporting requirements
  • Scrutiny of General Ledger on monthly basis and do a financial analysis of the same. Provide the information in an appropriate manner to the management.
  • Monthly management reporting, updating reporting decks and management reviews with Finance Management as required.
  • Track measures for financial performance and setting up lead and lag indicators.
  • Assist in key month-end activities which provides oversight of completeness and accuracy of underlying management information
  • Co-ordination with consultant for Tax audit, Annual income tax return and transfer pricing report
  • Work with business to understand their growing financial requirement from both a planning and reporting perspective
  • Review processes and recommend improvements as necessary.
  • Analyzing, investigating and explaining key movements and trends in P&L lines
  • Monthly variance reporting and reporting of any issues, risks & opportunities, flash reporting (pre- month end estimates of expenses). Monthly management reporting, updating reporting decks & management reviews with Finance Management as required
  • Reviewing financials on a daily basis during the month-end period and reporting issues to finance management, comparing Actual to plan/ forecast/ prior period to ensure correct month-end close & investigating unusual postings
  • Working with Cross-functional team & Managers to create and review forecasts and annual financial plans, including reporting & analysis to explain changes against given baselines
  • Support various teams with key Management reporting as appropriate
  • Assist in key month end activities which provides oversight of completeness and accuracy of underlying management information
  • Able to anticipate issues and quick in providing work-around to sustain timely and accurate delivery of reports.
  • Analyzing, investigating and explaining key movements and trends in P&L lines
  • Preparation of monthly financial metrics and key business drivers specific to different products

Market Skills and Certifications

Essential Qualifications:
  • Must be a college graduate and a Certified Public Accountant with 5+ years of related experience, especially in financial planning and analysis in enterprise level organizations focusing in BPO, outsourcing, offshoring, GIC and/or banking and financial services
  • ​Detailed oriented, critical thinker and has the ability to work comfortably with various levels within the organization.
  • Should be able to work independently with minimal supervision, able to coach junior team members and conduct review of peer's work
  • Ability to handle detailed work with accuracy and meet regulatory deadlines without exception
  • Must be comfortable in interacting with all levels of an organization
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to motivate and provide performance feedback to staff
  • Must be willing to work in extended hours and shift if needed.
  • Shift: 11:00AM to 8:00PM Philippine Time
  • Work location: McKinley Hill, Taguig City

We Value Diversity
At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate.

Security Clearance

NO Security Clearance

Apply Now