David Villegas

About David Villegas

I am an MBA graduate in finance, computers and information systems, and I am a finance…

Experience

1. Senior Finance Analyst

   Wells Fargo

   Aug 2021 — Present

   Analyze and provide financial reporting metrics to senior management that identify net asset flow, financial advisors hiring and attrition rates, lending solutions, profit and loss targets for growth and market trends. • Perform financial planning and analysis activities: budgeting and forecasting, variance analysis, and key metrics reporting for financial advisors and the private bank, totaling $4.8 billion in revenue across 40 markets. • Provide expense analysis reports totaling $3.3 billion, and review and approve excise tax returns over • Team leader of weekly calls with the offshore team by providing direction, answering questions, and ensure proper process, procedures, and controls are in place for the month-end, quarterly and year-end process. • Deliver excellent customer service by creating surveys that identify key financial reporting metrics used for the month-end close and measures overall customer satisfaction with senior management and business partners. • Successfully onboard and mentor full-time analysts and summer interns to develop leadership skills by providing constructive feedback, recommendations on project completion, and relationship-building skills. • Successfully onboard and mentor full-time analysts and summer interns to develop leadership skills by providing constructive feedback and recommendations on project completion and relationship-building skills. • Nominated for WF five-week leadership program to learn how to lead in a multi-cultural work environment.