Financial Planning Manager: Budget, Forecasts & Audit Lead

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

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.