Financial Planning Manager

Energy Innovation Corp; San Diego (CA); On-site; USD 137,000 - 199,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Annual bonuses

Job summary

Wells Fargo in San Diego, CA seeks a Financial Planning Manager to own financial outcomes and deliver robust forecasts and reconciliations. The role involves budget construction, audit readiness, and collaborative leadership to ensure accurate financial reporting.

We offer a competitive salary range and benefits, with bonuses tied to team performance. This position focuses on accountability, integrity, and delivering clear, data-driven insights for leadership.

Qualifications

• 7 years of Emotional Intelligence práctica.
• Growth mindset with feedback as fuel.
• Listening that makes others feel heard.
• Grit to debug at 4pm on a Friday.
• Willingness to learn when to trust or break the process.
• Quality and consistency in output.
• Problem-solving oriented to people-first outcomes.

Responsibilities

• Monitor key finance metrics and report performance to leadership.
• Keep the fixed-asset register current as equipment moves through San Diego, CA.
• Build the $137,000 - $199,000 budget line and defend each assumption.
• Lead audit preparation and serve as primary contact for external auditors.
• Carry the manager budget reforecast through three rounds of leadership review.
• Maintain accurate records in Accounts Payable and suggest process improvements.
• Validate revenue recognition in line with current accounting standards.

Skills

Quality output

Emotional intelligence

Grit under pressure

Growth mindset

Active listening

Process discipline

Human-first problem solving

Job description

Reconciliations, forecasts, and the occasional fire drill fill the week of a Financial Planning Manager at Wells Fargo. Net it out: internship, $137,000 - $199,000, 8 years, ownership of the finance outcome, and a Wells Fargo team that has your back.

Key Responsibilities

• Monitor key finance metrics and report on performance to leadership
• Keep the fixed-asset register current as equipment moves through San Diego, CA
• Build the $137,000 - $199,000 budget line and defend each assumption behind it
• Lead the Wells Fargo audit preparation and serve as primary contact for external auditors
• Carry the manager budget reforecast through three rounds of leadership review
• Maintain accurate records in Accounts Payable and recommend process improvements
• Validate revenue recognition in line with current accounting standards

What You'll Bring

• A keen eye for quality and consistency in your output
• 7 years of Emotional Intelligence práctica, plus a hunger for what's next
• The grit to debug at 4pm on a Friday without complaint
• A growth mindset that treats feedback as fuel, not threat
• The kind of listening that makes the other person feel heard
• 8 years of learning when to trust the process and when to break it
• Human-first problem-solving that doesn't wait for permission

Wells Fargo is a purpose-led company in San Diego, CA that turns complex finance problems into simple, elegant solutions. People here care as much about how we work together as what we ship.

We pair a $137,000 - $199,000 salary with health, dental, and vision plans, plus annual bonuses tied to team performance.

We are actively reviewing applications for this Financial Planning Manager role this week.