Senior Financial Controls Analyst
Wells Fargo
Chief Financial Officer
Boulay
full-time
Posted on:
Location Type: Hybrid
Location: Eden Prairie • Minnesota • 🇺🇸 United States
Visit company websiteSalary
💰 $140,000 - $200,000 per year
Job Level
Lead
About the role
- Provide Strategic CFO consulting functions to CAAS Clients – from client proposal to final work products
- Establish and maintain the budgeting, forecasting, cash flow and other long-term financial planning and cost management resources
- Manage capital planning, risk management, and the analysis of financial ratios and key performance indicators (KPIs)
- Primary point of contact for the client's professional team, including the board of directors, attorneys, insurance and financial experts, banks, etc.
- Integrated resource and performance planning, solutions implementation, and management with other business areas (marketing & sales, HR, technology)
- Oversee all aspects of Management Reporting and Analysis, as well as other technical work products
- Promote business through participation in business development activities
- Oversee and manage the budget on assigned engagements
- Offer specialized knowledge in a particular industry or service area
- Assist CAAS Director and Partners in proposal and cross-sell opportunities
- Serve as a backup in completing all aspects of client work.
- Be a key member of the overall CAAS practice, supporting a shared vision, coaching and motivating team members, and building a spirit of trust within the team.
- Ensure that “best practices” are developed and used within the Transaction Group, including policies, processes, and tools.
- Seek new ways and better ideas for accomplishing job and Firm goals
- Serve as an Advisor for employees on the CAAS Team.
Requirements
- Bachelor's degree
- 7+ years of related experience
- 3+ years of supervisory experience
- CPA Licensure
- Strong business acumen, along with the ability to identify and prepare business insights beyond basic financial statements
- Strong ability to engage in strategic client conversations beyond core financial areas.
- Experience with QuickBooks
- NetSuite and Sage Intact a plus
Benefits
- 401(k)
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
- Work from home
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
budgetingforecastingcash flow managementcapital planningrisk managementfinancial analysiskey performance indicatorsmanagement reportingbusiness developmentfinancial insights
Soft skills
strategic thinkingclient engagementteam leadershipcoachingmotivatingtrust buildingproblem solvingcommunicationcollaborationadaptability
Certifications
Bachelor's degreeCPA Licensure
