Colin Wales
Charlotte
Summary
Results-driven Financial Planning & Analysis professional with 5+ years of experience supporting product teams in tech environments. Skilled in building expense forecasting models, conducting variance analysis, and partnering with cross-functional stakeholders to drive data-informed decisions, resulting in an improvement in forecast accuracy at Wells Fargo. Passionate about leveraging financial insights to advance Coinbase’s mission of building an open financial system through innovative crypto products.
Overview
7
7
years of professional experience
Work History
Senior Financial Analyst
Wells Fargo
Charlotte
02.2024 - Current
- Partnered with four Wealth and Investment Management Technology Product Units overseeing Operating Budget of ~$200M ($150M Labor / $50M Non-Labor) consisting of 1,100 Headcount
- Created a financial model for Monthly Forecast and Fiscal Year Budget leading to variances +/- 1% on a monthly and annual basis
- Created and presented Monthly & YTD P&L Statements with explanations of variances to forecast/budget to Management
- Led working sessions with CIOs & Business Service Leads to address business needs and resolve issues such as: Cost Reduction Initiatives, Expense Control, Location/Market Strategy, Hiring/Recruitment, and Onshore/Offshore Resource Mix.
Financial Analyst
Wells Fargo & Company
Minneapolis
07.2019 - 01.2024
- Partnered with three Corporate and Investment Banking Technology Product Units overseeing Operating Budget of ~$200M ($190M Personnel / $10M Non-Labor) consisting of 1,400 Headcount
- Manage Vendor contracts for Software (Software Licenses, Maintenance and Software as a Service), Time & Material Resources, and Fixed Capacity Resources
- Conducted Month-End activities such as: accruals, re-classes, amortizations, budget transfers, and reporting.
Founder/CIO
Stock Champ LLC
Chicago
05.2018 - 06.2020
- Developed project plans that identified goals, objectives, tasks, resources needed, timelines and deadlines, budgets and risks associated with each project
- Negotiated contracts with market data vendors ensuring terms were favorable while maintaining positive working relationships
- Created a stock pricing algorithm for evaluating U.S
- Equities using technical indicators.
Education
Bachelor of Science - Finance Major
Iowa State University, Ivy College of Business
Ames, IA01.2019
Skills
- Variance analysis and financial forecasting
- Financial modeling
- Data visualization
- Risk assessment and scenario planning
- Attention to detail
- Power BI and Tableau
- Microsoft Excel and Office
- Apptio and Hyperion/Essbase
- Cross-functional collaboration
- Corporate cost reduction
Timeline
Senior Financial Analyst
Wells Fargo
02.2024 - Current
Financial Analyst
Wells Fargo & Company
07.2019 - 01.2024
Founder/CIO
Stock Champ LLC
05.2018 - 06.2020
Bachelor of Science - Finance Major
Iowa State University, Ivy College of Business
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