Business Execution Consultant - Event Billing and Closeout Specialist

The Wells Fargo Foundation

  • Chennai, Tamil Nadu
  • Permanent
  • Full-time
  • 17 days ago
About this role: Wells Fargo is seeking a Business Execution Consultant. In this role, you will: Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics Determine areas of strength or Business Execution opportunity within defined scope of work Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations Utilize independent judgment to guide moderate risk deliverables Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business Collaborate and consult with leaders and executive management Provide work direction toless experiencedStrategy and Execution staff Required Qualifications: 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications : Experience in Business Execution, Implementation, or Strategic Planning , or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education At least 2-3 years' experience on billing and spend closeout in the hospitality and/or meetings and events industry At least 2 years' experience in event management platforms: Cvent, Lanyon and/or Aventri (formerly e-touches) Desired Qualifications: At least 3 years' experience in Finance or Accounting Possess full understanding of Concur and/or meeting expense categories Intermediate to advanced proficiency in Microsoft Excel using features such as formulas, functions, pivot tables/reporting and macros Intermediate proficiency in Microsoft Office (Word, PowerPoint, Outlook) Excellent time management skills with the ability to manage multiple deadlines Self-starter, detail oriented, and problem solver Outstanding communication skills Event Billing and Closeout Specialist As the subject matter expert, facilitates comprehensive billing and spend closeout tasks for simple, moderate and complex events ensuring stages in the system are adjusted appropriately during the end-to-end billing and spend closeout lifecycle to ensure data integrity. Analyzes event spend and reports any inconsistencies for corrective actions. Reconciles and validates event expenses with accuracy based on contracts, invoices, receipts provided by the Meeting Planner or Business Partner. Tracks projects in the pipeline to ensure SLAs are met on closing out the event spend closeout lifecycle. Creates and maintains process documents related to event spend closeout when new guidance or updates are provided to align with enterprise policy and/or initiatives. Collects and maintains applicable files to the appropriate folders with applicable retention policy requirements. Collaborates across business functions to identify and mitigate risks associated with the tasks, maintain adherence to operational processes, policies and procedures. Uses multiple online systems and applications. Duties may include receiving and reviewing incoming work, contacting appropriate resources as needed verifying accuracy resolving moderate to highly complex customer issues using multiple resources and records preparing, editing, distributing, and/or correcting specialized and/or complex documents and/or attendee management for event registration sites. Communicates effectively and efficiently with internal business partners to resolve issues or gather pending invoices and/or information. Posting End Date: 19 May 2024 We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US:All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our to learn more.

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