Wachovia Bank, Na Work Values

Daily Duties at Wachovia Bank, Na:

Served as client primary point of contact for financial reporting needs and questions. Audited transactional activities for departments across entire division and consulted with internal and external auditors. Performed reconciliation and analysis of various financial statements to validate employee benefit plan wealth. Executed all month-end close processes and prepared various financial reports inclusive of Master Trust plan allocations for delivery to clients. Also generated ERISA reporting for internal execution of 990 and 5500 tax forms. Documented, implemented operational procedures, trained staff while maintaining client integrity. •Maintains all client financial reporting 1.Executes the client reporting process and ensures the integrity and accuracy of clients’ reports: ◦Reconciles all weekly/quarterly reports prior to sending to clients. ◦Checks, verifies and delivers all data files to client within specified timeframe (unless prior arrangements have been made). ◦Carefully reviews all system generated data files to identify any potential processing issues or data inaccuracies, makes appropriate changes required to ensure accurate data output. ◦Interprets data and provides client with analysis of each period’s processed data and makes recommendations to clients based on period information. ◦Advise management of any processing or accuracy issues immediately to avoid impacting the level of service provided to clients. 1.Works closely with manager and other team members and may perform special projects as required to maintain assigned accounts which may include: ◦Maintaining client A/R files by data entering the payment and deduction information. Balancing the A/R reports the data entered and providing the client with accurate A/R information. ◦Utilizing system equipment to transfer client data files to the appropriate media. ◦Serving as a backup to team members in providing all client services responsibilities.

What they like about Wachovia Bank, Na:

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.

Tags

Accounting, Analyst, Accounts Receivable, Financial Analyst, Account Management, Relationship Management, Financial Reporting, Healthcare

Skills

Time Management, Detail Oriented, Financial Forecasting, Budgeting, Forecasting, Variance Analysis, Account Analysis, Reconciliation, FSG, DBI, EPB, OFA, Discover, XML Publisher, Financial Accounting, Statistical, Report Writing, SOX Compliance, Hyperion Planning, Hyperion Essbase, SAP, P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership

These are some of the questions we asked our climbers about their experiences with Wachovia Bank, Na: