About this role:
Wells Fargo is seeking a Senior Finance Analyst…
In this role, you will:
Lead or participate in moderately complex initiatives as part of a technical professional in the field
Provide a broad expertise and unique skills used to develop company objectives and standards
Contribute to large scale planning such as economic research in support of management decision making for a business unit
Research key forecasting projections as well as management of financial reporting to support monthly and quarterly forecasting
Perform work on significant and unique issues involving data and evaluation or highly complex situations
Develop strategies and make recommendations for forward financial planning
Lead team to meet the implementation of complex projects impacting one or more lines of business
Establish effective and efficient reporting delivery that meets brand standard and internal control standards
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Required Qualifications, US:
Desired Qualifications:
Working knowledge of Retail Brokerage Industry (Series 7, CFA).
Advanced degree or professional certification (MBA, CPA).
Knowledge of WFA systems (BETA, IRIS, ESSBASE, Data warehouse).
Job Expectations:
Responsibilities include:
PCG Payout Outlook Model – Includes close and variance analysis.
PCG and WBS Deferred Comp Outlook Model – Includes close and variance analysis.
Monthly branch deferred comp entry.
Calculation of annual deferred awards and expense allowances.
Participates in FA cash and deferred simulations.
Calculation of Private Advisor Network Rebate.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Company: WELLS FARGO BANK
Req Number: R-196815-1
Updated: Mon Oct 31 00:00:00 UTC 2022
Location: SAINT LOUIS,Missouri
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