Tom Spaulding

Tom Spaulding Email and Phone Number

Senior Financial Analyst @ Wells Fargo
san francisco, california, united states
Tom Spaulding's Location
West Des Moines, Iowa, United States, United States
Tom Spaulding's Contact Details

Tom Spaulding work email

Tom Spaulding personal email

n/a
About Tom Spaulding

Tom Spaulding is a Senior Financial Analyst at Wells Fargo. He possess expertise in sql server reporting services, microsoft sql server, sql server integration services, microsoft office, visual basic for applications and 2 more skills.

Tom Spaulding's Current Company Details
Wells Fargo

Wells Fargo

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Senior Financial Analyst
san francisco, california, united states
Website:
wellsfargo.com
Employees:
246787
Tom Spaulding Work Experience Details
  • Wells Fargo
    Senior Financial Analyst
    Wells Fargo Nov 2022 - Present
    West Des Moines, Ia
  • Guideone Insurance
    Senior Financial Analyst
    Guideone Insurance Apr 2018 - Nov 2022
    West Des Moines, Ia
    -Write VBA code in Excel to automate financial reports and streamline manual processes. Automation has not only saved a large number of hours, but has also increased accuracy by eliminating manual errors. -Write VBA code to automatically email when expense report receipts are missing/travel guidelines have been exceeded or when monthly internal audit controls have been missed.-Re-engineer existing spreadsheets to make them more efficient by utilizing complex Excel formulas which reduce manual input and user error. For instance - indirect, index/match on multiple criteria, sumifs with wildcards, sumifs with index/match, ifs, arrays, etc.-Utilize SQL to summarize large amounts of data that can be more easily manipulated in Excel.
  • Fidelity & Guaranty Life
    Analytics Consultant
    Fidelity & Guaranty Life Aug 2016 - Jul 2018
    Des Moines, Ia
    • Consult with multiple levels within the organization to understand needs and timeframes in order to deliver user friendly, well designed reports.• Create from scratch, or refine, automated financial reports using Visual Basic in Essbase or Smart View Excel add-ins. • Ask probing questions to contingency plan for future data or reporting need changes. • Study unfamiliar Excel financial reports to determine inputs and outputs and write steps to verify data inputs and outputs are correct.
  • Wells Fargo Home Mortgage
    Analytics Consultant
    Wells Fargo Home Mortgage 2013 - Jan 2016
    West Des Moines, Ia
    • Write and debug SSMS queries to summarize large amounts of data in a meaningful and actionable format. • Create SSIS ETL packages to automatically transfer data into SQL server.• Create well designed SSRS reports with sub-reports, filters and parameters.• Collaborate with multiple levels of management to understand business processes and needs in order to deliver the most beneficial and user friendly reports.
  • Wells Fargo Home Mortgage
    Analytics Consultant
    Wells Fargo Home Mortgage 2012 - 2013
    West Des Moines, Ia
    • Newly created position responsible for creating/building all Joint Venture Fulfillment reports and metrics where none existed • Prepare, present and discuss monthly trended Fulfillment presentations to Joint Venture Fulfillment site managers• Consult with Fulfillment site leaders and Joint Venture Presidents on monthly forecasts providing analysis and recommendations• Monitor Cycle Time metrics/trends and collaborate with Joint Venture Presidents and Fulfillment site leaders to identify root causes and solutions.
  • Wells Fargo Home Mortgage
    Financial Consultant
    Wells Fargo Home Mortgage 2008 - 2012
    West Des Moines, Ia
    • Prepare, present and discuss monthly trended financial presentations to Joint Venture relationship managers and partners• Consult with Joint Venture relationship managers and partners on annual budgets providing analysis and recommendations• Revised and streamlined monthly financial statements and creation process• Identify under-performing Joint Ventures, research underlying factors and collaborate with both Joint Venture relationship managers and retail managers on best practices to increase performance
  • Wells Fargo Home Mortgage
    Financial Modeler
    Wells Fargo Home Mortgage 2006 - 2008
    West Des Moines, Ia
    • Created Span of Control model used to determine administrative layered expenses, proper manager spans and annual savings/costs based on each layer’s span of control• Collaborated with Divisional Financial Analysts to create a Store Cure model used to improve the performance of under-performing stores• Created Store Mix model used to determine annual fundings and NOI for Branch Retail
  • Wells Fargo Home Mortgage
    Financial Analyst
    Wells Fargo Home Mortgage 2000 - 2006
    West Des Moines, Ia
    • Collaborated with Divisional, Regional, Area and Branch managers on annual budgets• Analyst for two of the five national divisions and three of the eight after reorganization• Created Branch Manager Training course used by all of Branch Retail and later integrated into Sales Manger On-Boarding for all new managers• Created pro forma income statement used by Branch Retail with pre-built scenarios• Created commission automation tool to simplify underage sharing calculations• Trained managers on new financial tools, process changes and new products
  • Principal Financial Group
    Financial Analyst
    Principal Financial Group 1997 - 2000
    Des Moines, Ia
    • Consolidated financial statements of member companies• Analyzed member company financials to ensure adherence to capital requirements• Revised employee expense report policies, prepared and presented spending reports to VP• Hired and trained financial assistant• Oversaw billing member companies for expatriate expenses
  • Unitypoint Health
    Cost Accountant
    Unitypoint Health 1994 - 1997
    Des Moines, Ia
    • Collaborated with vice-presidents regarding annual budgets and capital requirements• Prepared monthly financial statements and performed variance analysis• Trained all new cost accountants• Created pro forma income statement and capital expenditure justification for presentation to county hospital board for the construction of a new floor.

Tom Spaulding Skills

Sql Server Reporting Services Microsoft Sql Server Sql Server Integration Services Microsoft Office Visual Basic For Applications Essbase Smartview

Tom Spaulding Education Details

Frequently Asked Questions about Tom Spaulding

What company does Tom Spaulding work for?

Tom Spaulding works for Wells Fargo

What is Tom Spaulding's role at the current company?

Tom Spaulding's current role is Senior Financial Analyst.

What is Tom Spaulding's email address?

Tom Spaulding's email address is ts****@****one.com

What schools did Tom Spaulding attend?

Tom Spaulding attended University Of Northern Iowa.

What skills is Tom Spaulding known for?

Tom Spaulding has skills like Sql Server Reporting Services, Microsoft Sql Server, Sql Server Integration Services, Microsoft Office, Visual Basic For Applications, Essbase, Smartview.

Who are Tom Spaulding's colleagues?

Tom Spaulding's colleagues are Christopher Zimmermann, Tong Vang, Varsha Barnawal, Christopher Wible, Carla Allen, Dhirendra Kumar, Lindsey Mcwhorter.

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