Wells Fargo Bank

Contract FP&A Financial Consultant

Wells Fargo Bank
Full Time
Intermediate (3-6 years)

Job Description

Contract FP&A Financial Consultant

Role Summary/Purpose
Lead financial planning, analysis, reporting for CDF Asia business. This includes ownership of operating plans, forecasting and monthly close for full balance sheet and profit & loss. In addition, the successful candidate will be responsible for the execution of strategic initiatives.
Primary Responsibilities
  • Collaborate with business leaders to develop financial levers that will enable the business to meet net income and other business targets
  • Participate & support the development and implementation of company financial & operational strategies
  • Partner with commercial team to build pricing that meets internal financial hurdles while ensuring long term profitability
  • Develop business plans/forecasts and help develop strategy to achieve net income targets and other key metrics
  • Manage the monthly/quarterly financial closing and management reporting processes
  • Analyze variances and trends to determine changes in key business metrics vs. expectations and driving action
  • Work and support other business functions (Commercial, Risk, Legal, Operations) to meet overall business and financial objectives
  • Drive simplification of planning models and management reporting processes


Qualifications & Requirements
  • University degree (or equivalent) with a major in Accounting or Finance
  • Minimum 4 years in a similar role and industry
  • Professionally qualified accountant with CA or CPA designation preferred
  • Demonstrable change management skills, particularly those involving process re-engineering and systems change
  • Strong technical skills including a good current working knowledge of USGAAP accounting standards in the context of (ideally both) Asia and/or US financial services
  • Ability to build complex financial models using Excel
  • Strong interpersonal and communication skills, including the ability to give presentations and briefings to senior management and stakeholders
  • Creative and strategic thinking skills, including the ability to analyze business transactions and identify key Finance risks/mitigating controls, combined with a pragmatic approach to problem solving
  • The ability to work under pressure and maintain high energy levels
  • Must be able to work independently whilst providing leadership and positive collaboration within a fast paced, team environment

Team members 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.

Professional Qualifications

  • Certified Public Accountant (HKICPA)

Technical Skills

  • Accountancy
  • Balance Sheets
  • Business Plans
  • Financial Modeling
  • Financial Planning
  • Forecasting
  • Management Reporting
  • Microsoft Excel
  • P&L
  • Process Reengineering