Jobs · Accounting · North Carolina

Senior Financial Accountant

Wells Fargo · Charlotte, NC · 3 wk ago
AccountingFull-time

Wells Fargo is seeking a Senior Financial Accountant to join the Group Controllers team. This role focuses on oversight and support for reconciliation and exception processing activities for domestic and international fixed income and equity trade processing, ensuring data integrity of the General Ledger and System of Record GL and Stock Record.

Responsibilities

  • Provide consultation to less experienced team members on financial accounting matters.
  • Perform complex activities to maintain the integrity of books and records, general ledger, and stock record accounts impacting financial reporting.
  • Gather and review financial data for financial and regulatory reports.
  • Prepare and review account reconciliations and operational processes to contribute to exception remediation, process improvement, or enhanced controls.
  • Analyze projects related to financial accounting procedures, methods, or systems.
  • Perform ongoing financial control functions in accordance with internal controls policies.
  • Provide functional advice and training to team members.
  • Support compliance and risk management requirements.
  • Collaborate and consult with stakeholders throughout the enterprise.

Requirements

  • 4+ years of experience in Finance, Accounting, Analytics, Financial Reporting, Accounting Reporting, or Risk Reporting, or equivalent demonstrated through work experience, training, military experience, or education.

Qualifications

  • 4+ years of reconciliation and exception remediation experience, particularly with automated reconciliation tools for both general ledger and stock record for fixed income and equity products.
  • Experience with Broadridge Suite of products (Impact, BPS GPTM) and settlement clearing organizations (DTC, GSCC, NASD, FICC) in operations or reconciliation capacity.
  • Knowledge of fixed income and equity products, including associated accounting, settlement, corporate actions, or asset servicing.
  • Ability to take initiative, identify process improvement opportunities, and implement change.
  • Series 7 license is a plus.
  • Ability to work effectively in a team environment and across all organizational levels, demonstrating flexibility, collaboration, and adaptability.
  • Self-directed and highly motivated, with strong ownership and accountability while managing competing priorities and delivering results under pressure or in a fast-paced environment.
  • High proficiency in Microsoft Office (Word, Outlook, PowerPoint) with advanced expertise in Excel; emerging AI technologies (e.g., Copilot) is preferred.
  • Excellent written and verbal communication skills, with the ability to tailor communication for senior leader audiences.

Schedule

This position offers a hybrid work schedule from the 1525 W. W T Harris Blvd, Charlotte, NC location.

Relocation assistance is not available for this position. This role is not eligible for visa sponsorship and is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. Individuals subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.

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