דרושים Financial Controls Analyst ב-Wells Fargo ב-United States, Minneapolis

In this role, you will:

• Prepare comprehensive tax work papers, perform complex account analysis and look for improvements in policies and procedures for the maintenance of tax-related records
• Perform the most complex tax accounting activities related to the preparation of federal, state and local tax returns or the financial statement accounting for income taxes
• Perform analysis of complex transactions and research opportunities to minimize income taxes and management of income tax risks
• Evaluate issues and apply sound business judgment
• Ensure timely and accurate filing of tax returns or consultation on assigned income tax issues
• Perform tax research
• Manage one or more tax professionals and provide functional advice, direction or training
• Provide guidance to less experienced staff regarding established tax policies
• Understand one or more areas of tax law
• Collect and communicate information in response to inquiries from federal and state income tax auditors
• Develop relationships with business units to support their business needs and objectives
• Provide consultation and advice on complex income tax issues
• Manage tax data movement between systems, data validation, system testing, and workflow administration

Required Qualifications:

• 4+ years of Corporate Tax experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Proficient in Excel – ability to utilize VLOOKUP’s, macros, and run large data set analysis
• Experience using PTMS (Property Tax Made Simple) for data import and export
• InfoLease experience
• SQL or Database knowledge
• Advanced SharePoint skills
• PowerBI, BusinessObjects, ThoughtSpot or other data services
• Experience with software requirement writing and testing
• Experience with managing tax data movement between systems, data validation, system testing, and workflow administration
• Experience with filing and paying personal property taxes
• Experience working with personal property taxes in different jurisdictions and states

Job Expectations:

• This position may be located at one of the posted locations listed below and other locations will not be considered.
• Ability to work a hybrid schedule, three (3) days in office and two (2) days remote.

Location:

• 600 S 4th St Minneapolis, MN
• 801 Walnut St Des Moines, IA

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Provide meaningful assessments of current financial/regulatory reporting control environment, including internal control over Bank financial and regulatory reporting environment

• Develop, govern and oversee COSO-based policies for financial regulatory reporting internal controls; maintain same and proactively anticipate internal controls matters

• Monitor new and emerging internal control and regulatory reporting related guidance and issues; facilitate stakeholder training to mitigate risks

• Be SME consultant in process and control related matters with evaluation of control deficiencies, remediation efforts and implementation ofprojects/initiatives,including our Financial Reporting Governance & Oversight Policy

• Partner with regulators, Corporate Finance, Treasury and other stakeholders

• Be self-motivated change agent for continual improvement of the control environment

Required Qualifications:

• 4+ years of Finance, Accounting, Analytics, Reporting or Business and Technology Audit experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Knowledge/understandingof regulatory agencies and their authority: Federal Reserve and OCC

• Experience with COSO Framework; financial services or banking a plus

• Big 4/public accounting experience, audit or internal controls testing experience

• Active Certified Public Accountant (CPA) designation

• Proven success in prioritizing work and meeting deadlines in complex, matrixed environment

• Able to manage high level of responsibility with proactive initiative and accountability

• Tailored communication and experience creating/presenting material to strong-minded senior leaders

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this Role

As a key member of the team, you will ensure alignment with HR Product and Portfolio Management standards and best practices. You will work closely with cross-functional partners across HR, Legal, Technology, and Risk to deliver scalable solutions using.

In this role, you will:

• Lead cross-functional teams to strategize, plan, and execute HR technology initiatives.

• Drive accountability and efficiency while managing risk exposure across assigned programs.

• Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations

• Review strategic approaches and effectiveness of support function and business performance

• Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans

• Influence, guide and lead less experienced Strategy and Execution staff within the group

• Facilitate decision-making and support implementation of strategic plans.

• Collaborate with Business Execution team members and leadership to drive HR transformation.

• Lead and facilitate end-to-end workflow design sessions for HR Service Delivery processes.

• Elicit, analyze, and document functional, non-functional, and technical requirements for HRSD modules including:

  • HR Case Management

  • HR Agent Workspace

  • Employee Relations

  • Virtual Agent

  • Live Chat

  • Now Assist (Generative AI / Agentic AI features)

• Serve as the primary liaison between business stakeholders and technical teams, translating complex HR needs into scalable product solutions.

Required Qualifications

• 5+ years of experience in Business Execution, Implementation, or Strategic Planning, or equivalent demonstrated through work experience, training, military service, or education.

Desired Qualifications

• Proven expertise in ServiceNow HR Service Delivery , with hands-on experience in modules such as HR Case Management, Employee Relations, Live Chat, and Now Assist.

• Demonstrated ability to lead cross-functional teams through workflow mapping, requirements gathering, testing, and solution delivery.

• Strong analytical, communication, and problem-solving skills.

• Track record of successful HRSD implementations and enhancements.

• Familiarity with Agile methodologies and product lifecycle management.

• Strong interpersonal skills and the ability to influence and guide less experienced team members.

• Experience working in a highly regulated environment.

• Experience leading and facilitating workshops and discussions to meet client objectives and desired outcomes

• Experience driving the requirements process with both technical and business partners

• Experience interpreting business and technical needs and translating them into user stories

• Experience managing complex technology projects and presenting to multiple levels of management

• Ability to operate as part of cross functional work streams to execute projects with quality and on-time

• Knowledge of HR business processes

• Excellent verbal, written and interpersonal communication skills

• Strong organizational, multi-tasking and prioritization skills

• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

• Ability to work in a fast-paced, collaborative environment.

• Willingness to adapt to changing priorities and business needs.

Job Expectations

• This position offers a hybrid work schedule

• Relocation assistance is not available for this position

• This position is not eligible for Visa sponsorship

• Up to 5% travel

Posting Locations:

• Minneapolis, MN

• Charlotte, NC

• Phoenix, AZ

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Perform quality control and audit reviews of client statements, trade confirmations, and prospectus mailings to ensure regulatory and procedural compliance.
• Coordinate and execute ad hoc mailings, including Quick Turn Letters (QTLs), fiscal summaries, and 401(b) letters, in partnership with business owners and third-party vendors
  Monitor and reconcile prospectus activity, including suppression logic, unfulfilled obligations, and file transmissions to/from Broadridge.
• Maintain documentation and records for all mailings in accordance with supervisory procedures and audit requirements
• Support process improvement initiatives and contribute to the development and maintenance of standard operating procedures (SOPs).
• Collaborate with internal stakeholders (e.g., Compliance, Legal, Technology) to ensure timely and accurate delivery of client communications.
• Participate in internal audits and provide documentation and responses as needed
• Participate in low to moderately complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operations
• Review and analyze basic or tactical functional operational tasks or challenges that require research, evaluation, and selection of alternatives; exercise independent judgment related to low-to-medium risk deliverables
• Present recommendations for resolving low to moderately complex situations related to a full process within a trade environment while developing understanding of function, policies, procedures, and compliance requirements
• Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
• Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
• Resolve low to moderately complex escalated issues within the scope of responsibility in Security Operations
• Research low to moderately complex business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Exercise independent judgment in understanding trade settlement workflow controls to minimalize the effects of operational breakdowns
• Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
• Contribute and may lead implementation of projects, new or revised processes, and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk

Required Qualifications:

• 2+ years of experience in financial operations, preferably within a broker-dealer or wealth management environment.

Desired Qualifications:

• 2+ years of experience in client reporting operations or related functions (e.g., statement processing, regulatory mailings).
• Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment.
• Proficiency in Microsoft Excel, Word, and Outlook; experience with workflow tools and document repositories.
• Familiarity with regulatory requirements related to client communications (e.g., SEC, FINRA).
• Experience with Broadridge systems or similar third-party mailing platforms.
• Exposure to audit processes and quality control frameworks.
• Knowledge of Access Equals Delivery (AED) and suppression logic for prospectus mailings.
• Bachelor’s degree in business, Finance, or related field.
• Series 7 or other FINRA License holder.

Job Expectations:

• Ability to work a hybrid schedule, three (3) days in office and two (2) days remote.
• Willingness to work on-site at posted location (550 S 4th St
  MINNEAPOLIS, MN 55415)
• This position is not eligible for Visa sponsorship

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Perform moderately complex to complex tax accounting activities related to the preparation of state and local business personal property tax returns or the financial statement accounting for personal property taxes

• Prepare comprehensive tax work papers, perform account analysis, and prepare responses to audit requests

• Research memos or correspondence and embody and model compliance and risk management requirements for supported area

• Exercise proficiency in accounting and multi-jurisdictional personal property tax laws, rules and regulations

• Develop knowledge of state and local personal property tax laws, rulings, regulations and judicial decisions

• Perform basic personal property tax research

• Maintain records related to personal property tax returns and reports

• Work with moderate to minimal supervision

• Provide functional advice to less experienced staff

• Consult on personal property tax related matters with lines of business and other control functions

• Develop relationships with assigned business units related to the collection and analysis of information important to personal property tax accounting or compliance

• Work with business partners to collect internal financial or tax data, perform data analysis, test for accuracy, identify and resolve data problems

• Participate in projects

• Communicate and provide consultation regularly with mid-level stakeholders companywide

Required Qualifications:

• 2+ years of Corporate Tax, Finance, Accounting, Analytics, Reporting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years of Property tax experience

• Knowledge and understanding of equipment finance and leasing

• Knowledge and understanding of tax software such as Property Tax Management Software (PTMS) and Tax Research software (CCH, IRA)

• Completion of a Certified Public Accountant (CPA) designation or CMI - Property Tax Certification

• Strong analytical skills with high attention to detail and accuracy

• Advanced Microsoft Office (Word, Excel, Outlook, and Access) skills

• A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting

Job Expectations:

• Ability to work a hybrid schedule

• Willingness to work on-site at stated location on the job opening

• This position is not eligible for Visa sponsorship

Posting Locations:

• Minneapolis, Minnesota

• Des Moines, Iowa

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

to join the Talent Management & Learning product team! This is an exciting opportunity to help lead Wells Fargo’s Human Resources transformation to deliver compelling experiences to our team through elegant processes and technology solutions.

will deliver integrated learning technology solutions and ensure alignment of HR Product and Portfolio Management standards and best practices. The well-qualified candidate will have Learning Management System (LMS) or Learning Experience Platform (LXP) experience and is a hands-on contributor with effective communication, collaboration, and problem-solving skills and knowledge of the tasks required to deliver solutions leveraging both in-house and SAAS based applications.

In this role, you will:

• Work closely with business partners to evaluate business requirements, plan initiatives, and participate in efficient development, delivery, and deployment activitiesdirecting the analysis of highly complex business problems to be solved with automated systems.

• You will leverage product expertise and industry knowledge to discover what has real value to the business.

• Lead system administration for Learning Management systems (LMS, LXP), including requirement gathering, configuration, business processes, security & compliance, notifications, auditing, and data quality management.

• Lead the planning, support, and execution of configuration and testing activities.

• Ensure cross-functional dependencies are understood, managed, and addressed to execute initiatives with quality and on-time.

• Manage multiple stakeholder groups including global business teams, risk management, compliance, legal, data privacy stakeholders.

• Assist in decomposing epics into effective user stories and maintain task status in JIRA or similar Agile management tool.

• Produce effective documentation to capture and communicate business process and requirements in the format of business process flow diagrams, data flow diagrams, data definition documents, decision trees, requirements documents, and user experience flows.

Required Qualifications:

• 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• Deep knowledge of Learning & Development business functions and products.

• 4+ years of HR Systems experience (LMS or LXP Systems) preferably in a complex, regulated, global environment with multiple integrations. Experience with

  Cornerstone or Degreed strongly
  preferred.

• Experience implementing or administering learning SaaS applications.

• Experience operating in an Agile environment and/or strong knowledge and understanding of Agile practices.

• Experience interpreting business and technical needs and translating them into user stories.

• Experience leading and facilitating workshops and discussions to meet client objectives and desired outcomes.

• Ability to operate as part of cross-functional work streams to execute projects with quality and on-time.

• Knowledge of HR business processes.

• Excellent verbal, written, and interpersonal communication skills.

• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.

Job Expectations:

• Ability to travel up to 5% of the time.

• This position is not eligible for Visa Sponsorship

• This position offers a hybrid schedule

• This position does not offer relocation assistance

Posting Locations:

• Charlotte, NC

• Minneapolis, MN

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

Wells Fargo is an equal opportunity employer. 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.

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.

.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our 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.

In this role, you will:

• Participate in or provide support for low complexity initiatives within Cross Asset Sales to meet the clients' objectives
• Review issues, policies or procedures for which answers can be quickly obtained, related to low-to-medium risk tasks and deliverables
• Receive direction from a manager
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, compliance, and risk management requirements for the Securities Sales area
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external clients

Required Qualifications:

• 6+ months of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Previous trading floor, middle office, or back-office trade support experience
• Demonstrated knowledge of fixed income securities products and services
• Knowledge of Structured products
• Meticulous regarding all details, adaptive to a fast-paced environment and able to perform under pressure with high level of self-motivation and energy
• Excellent verbal, written, and interpersonal communication skills
• Strong analytical skills with high attention to detail and accuracy
• Excellent Microsoft Office skills (Outlook, Word, Excel, PowerPoint)

Job Expectations:

• Ability to travel up to 10% or as needed
• Registration for FINRA Series 7 must be completed within 90 days of hire date.
• Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series SIE must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.