Jobs · Accounting · Minnesota

Lead Financial Accountant

Wells Fargo · Minneapolis, MN · 1 mo ago
Accounting$139k–$239k/yrFull-time
We need to output HTML fragment with sections: About the role (maybe "About This Role" heading), Responsibilities (the bullet list of duties), Requirements (maybe "Required Qualifications" and "Desired Qualifications"? Could combine into Requirements? The instruction: use headings for section headings e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to decide which sections to include based on content. We have: - About This Role: description paragraph. - Responsibilities: bullet list of duties (the long list starting with "Act as a lead Consultant..."). - Required Qualifications: bullet list? Actually it's a paragraph: "5+ 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" and "Certified Public Accountant (CPA) licensing". Could treat as list. - Desired Qualifications: bullet list. - Job Expectations: includes relocation assistance not available, hybrid work schedule, not eligible for Visa sponsorship, compliance policies. This could be considered "Schedule" (hybrid work schedule) and maybe "Pay" etc. But we have separate Pay and Benefits sections. - Pay: "$139,000.00 - $239,000.00". Also note "Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors...". We should include Pay section only if posting actually states them. Yes, they give a pay range. So include Pay. - Benefits: list of benefits. - Schedule: hybrid work schedule mentioned. So include Schedule. - Possibly "Qualifications" heading could combine Required and Desired? But we have separate headings for Requirements and Qualifications? The instruction list includes Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put Required Qualifications under "Requirements" and Desired Qualifications under "Qualifications". Or combine both under "Requirements". But better to follow typical: Requirements = required qualifications; Qualifications = desired qualifications. Also Skills could be separate if there are skills listed (Advanced Microsoft Office skills). That could go under Skills. Thus sections: - About the role (h3) - Responsibilities (h3) with ul li - Requirements (h3) with ul li (required qualifications) - Qualifications (h3) with ul li (desired qualifications) - Skills (h3) with ul li (Advanced Microsoft Office skills) - Benefits (h3) with ul li (list) - Pay (h3) with p (range) - Schedule (h3) with p (hybrid work schedule) We should not include Job ID etc. Also remove boilerplate like EEO, etc. We need to preserve all substantive information. Ensure we don't lose any details. Let's extract details: About This Role paragraph: "Wells Fargo is seeking a Lead Financial Accountant to join the Deposits, Digital Assets, and Operations Group Controller team. In this role, you will oversee key accounting and financial reporting activities, lead complex initiatives impacting deposits and digital assets, and drive the development of a new Digital Assets Accounting Center of Excellence.The successful candidate will also provide technical accounting expertise, guidance on risks and controls, direct month-end close and external reporting processes and partner with senior business and finance leaders." We should keep that as a

. Responsibilities bullet list: The list after "In This Role, You Will". It includes many items separated by line breaks? Let's capture each bullet: - Act as a lead Consultant for financial accounting related matters for lines of business and other control functions - Apply a broad and deep functional expertise on accounting in order to influence and provide direction to Management on highly sensitive situations or negotiations - Provide technical expertise regarding accounting issues, regulatory information and research - Provide technical assistance on major transactions and product development - 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 - Articulate the impact of policy changes to management within business group or organization - Apply extensive specialized knowledge and act as an internal consultant or final authority in area of expertise - Provide technical interpretation on matters and a key change agent in building and adopting best practices within the functional area - Lead implementation of the most complex projects or initiatives impacting multiple lines of business or across the enterprise - Identify compliance and risk management requirements for supported area and works with other stakeholders to implement key risk initiatives - Provide strategic consultation to leadership - Interface with external agencies, regulatory bodies or industry forums - Provide work guidance or mentorship to other peers We'll put each as

  • . Required Qualifications: "5+ 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" and "Certified Public Accountant (CPA) licensing". Could split into two li items: one for experience, one for CPA licensing. Desired Qualifications: list: - Previous Public accounting experience with a solid understanding of financial reporting, audit processes, accounting principles, and regulatory compliance requirements. - Extensive accounting and leadership experience, including mentoring, developing, and guiding high-performing teams - Experience leading projects and mentoring small teams to successfully deliver business objectives. - Advanced Microsoft Office skills (Outlook, Excel, Word, PowerPoint) But Advanced Microsoft Office skills could be under Skills. However it's listed under Desired Qualifications. We could still put it under Skills separate. But to avoid duplication, we could keep it under Desired Qualifications and not create Skills. However instruction says we can have Skills section if there is content. Since Advanced Microsoft Office skills is a skill, we could extract to Skills. But we must not lose info. If we put it under Skills, we should also keep it under Desired Qualifications? That would duplicate. Better to keep under Desired Qualifications and not create separate Skills unless there are other skills. There's only that one. So we could either put it under Desired Qualifications or Skills. The instruction: "Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So they expect Skills as possible. Since we have a skill listed, we can make Skills section with that item. Then Desired Qualifications can exclude that skill. Let's parse Desired Qualifications without the Microsoft Office part. Desired Qualifications items: - Previous Public accounting experience with a solid understanding of financial reporting, audit processes, accounting principles, and regulatory compliance requirements. - Extensive accounting and leadership experience, including mentoring, developing, and guiding high-performing teams - Experience leading projects and mentoring small teams to successfully deliver business objectives. We'll keep those three. Skills: "Advanced Microsoft Office skills (Outlook, Excel, Word, PowerPoint)". Job Expectations: includes: - Relocation assistance is not available for this position - This position offers a hybrid work schedule - This position is not eligible for Visa sponsorship - Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process We need to capture Schedule: hybrid work schedule. Also maybe note relocation not available and visa sponsorship not eligible could be included under Requirements? But they are not qualifications. Could be under a generic "Job Expectations" but we don't have that heading. We could put relocation and visa info under a short p under maybe "Requirements"? Not appropriate. Perhaps we can include them under a "Job Expectations" but not in allowed headings. The instruction says we should only include sections when posting has real specific content for it, using the given headings. It didn't forbid adding other headings not listed? It says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The e.g. suggests those are examples, but we should likely stick to those. However we could add other headings if needed, but better to stick to those. Where to put relocation and visa info? Could be under "Requirements" as notes? Not ideal. Could be under "Schedule"? No. Could be under "Pay"? No. Could be under "Benefits"? No. Could be omitted? But we must preserve ALL substantive information. So we need to include them somewhere. Perhaps we can add a section "Job Expectations" as a heading, even though not in the list, but the instruction says use those headings for section headings (e.g...). It doesn't forbid other headings, but says "Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." That implies we should use those headings for sections; we could still add other headings but they'd deviate from guidance. Safer to incorporate that info into existing sections: maybe under "Requirements" as additional bullet: "Relocation assistance is not available for this position" and "This position is not eligible for Visa sponsorship". Also "Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process." Could be under "Requirements" as well. But the instruction: "Use
    • for any list of duties/requirements/benefits, and

      for prose." So we can put those as list items under Requirements (though they are not requirements). But it's okay. Alternatively, we could create a "Schedule" section for hybrid work schedule, and put relocation and visa info under Requirements as notes. Let's do that. Thus: - Requirements (h3) ul li: * 5+ 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 * Certified Public Accountant (CPA) licensing * Relocation assistance is not available for this position * This position is not eligible for Visa sponsorship * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. - Qualifications (h3) ul li: * Previous Public accounting experience with a solid understanding of financial reporting, audit processes, accounting principles, and regulatory compliance requirements. * Extensive accounting and leadership experience, including mentoring, developing, and guiding high-performing teams * Experience leading projects and mentoring small teams to successfully deliver business objectives. - Skills (h3) ul li: * Advanced Microsoft Office skills (Outlook, Excel, Word, PowerPoint) - Benefits (h3) ul li: list each benefit item from the benefits list. Benefits list: "Health benefits", "401(k) Plan", "Paid time off", "Disability benefits", "Life insurance, critical illness insurance, and accident insurance", "Parental leave", "Critical caregiving leave", "Discounts and savings", "Commuter benefits", "Tuition reimbursement", "Scholarships for dependent children", "Adoption reimbursement". We'll keep as li. - Pay (h3) p: "$139,000.00 - $239,000.00". Could also include note about base pay range and may vary etc. The posting says: "Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities." That's substantive; we should include that as prose

      after the range maybe. So we can have

      $

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