Accountant 5

Job Description

It starts with you. Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization.

At Wells Fargo, we invest in our people. Our diverse lines of business offer unique opportunities to expand your knowledge and advance your career.

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.8 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through 8,700 locations, 13,000 ATMs, the internet ( and mobile banking, and has offices in 36 countries to support customers who conduct business in the global economy. With approximately 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 30 on Fortune's 2015 rankings of America's largest corporations. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories

Enterprise Finance plans, tracks, analyzes and reports financial results, manages the company's balance sheet, including funding, capital and investments; oversees internal real estate needs; drives acquisitions; is responsible for financial controls; and leads corporate strategy.

Enterprise Finance identifies areas of financial risk and mitigates efforts appropriately. It works with capital markets to provide lowest possible costs of incremental funding, subject to capital and financial risk management constraints. It improves financial performance by analyzing business unit performance and recommending areas of improvement. The group strives for excellence in customer service and client support by exhibiting behavior that is fair, reasonable, ethical, and professional.

The Accounting Business Unit Support (ABUS) group in the Controller's Division is seeking a highly motivated senior accountant to join our high performing team. ABUS is responsible for the accounting and reporting for a wide array of Wells Fargo Lines of Businesses (LOBs) including the Wealth Management Group's (WIM's) Retirement division. The individual for this role will be an involved in the accounting and reporting for WIM's Retirement division and be responsible for: understanding of the GAAP accounting treatment for activities of the division including being an active participant in the monthly closing process; completing monthly and quarterly SEC/regulatory/management reporting and adhering to documentation standards and procedures consistent with COSO requirements. The individual will have interaction with a broad number of groups around the Firm, including: Accounting Operations, Accounting Policy, Enterprise Controls and Oversight, external audit, internal audit, Finance, Risk Management and Compliance and various LOB teams, and so strong interpersonal and communication skills are desired. In addition, the candidate will be an independent thinker and have attention to detail. Finally, strong Generally Accepted Accounting Principles (GAAP) knowledge and knowledge of proper SEC and regulatory reporting for these activities is strongly preferred.


  • Performs complex activities associated with maintaining ledger accounts and for developing financial statements and reports.
  • Duties may include: preparing financial and regulatory reports; reviewing data from the general ledger, unit reports and various financial systems to ensure accuracy; reviewing entries for reporting system; gathering and reviewing financial data for financial and regulatory reports; performing a variety of analyses or projects relating to financial accounting procedures, methods or systems.
  • Provides functional advice and insights to others.

Required Qualifications

  • 6+ years of accounting experience

Desired Qualifications

  • A BS/BA degree or higher in accounting
  • CPA-Certified Public Accountant designation
  • Intermediate Microsoft Office skills
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • General ledger experience
  • Financial services industry experience
  • Knowledge and understanding of accounting principles: statutory and GAAP
  • Knowledge and understanding of regulatory reporting: Federal Reserve, OCC, and SEC
  • Ability to take on a high level of responsibility, initiative, and accountability
  • Ability to work effectively, as well as independently, in a team environment

Street Address

NC-Charlotte: 11625 N Community House Road - Charlotte, NC


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


Meet Some of Wells Fargo's Employees

Lauren S.

Audit Manager

Lauren audits Wells Fargo’s financial reports to assess accuracy and risk. She reviews processes in place, analyzes management controls, and communicates calculations and findings with business partners.

Andrew M.

Innovation Consultant

Andrew incorporates his risk management and creative skills to strategize new and insightful ways to engage customers who interact with Wells Fargo’s various financial products and services.

Back to top