WELLS FARGO BANK Looking for Lead Finance Analyst at Minneapolis, MN, United States Full Time

Job Description

About this role:

Wells Fargo is seeking a Lead Finance Analyst…

In this role, you will:

• Collaborate across the CCIBT Finance team, Strategic Finance Partners, CFO and Finance Managers and Central Tech FP&A team to ensure a sound understanding of the forecasting processes, tools and systems is brought to the team particularly as new systems, tools and processes are being rolled at the Tech FP&A level to enable WF Finance Tech Transformation.
• Lead continuous improvement in financial tools and streamline processes within CCIBT Finance team including but not limited to: Month-End close, Ad-Hoc Financial Analysis, Forecasting, R&Os Assessment, Roll forwards, Glide paths, Systems reconciliations, Tech Indirect Expense Month End Allocations and CXO Invoice.
• Lead the production and delivery of Executive Reporting including but not limited to documents and information such as – Business Unit Reviews (BURs), LOB ME Indirect Allocations, CCIBT Month End Financial Results, CCIBT Forecast, Risk and Opportunities, Annual Budget, CXO Invoice.
• Lead Continuous format and presentation improvements within the reporting structure and style, incorporating feedback and enabling transparency into CCIBT financials & Tech Allocations to the CIOs, LOB Senior Leadership team, Tech Finance leadership team etc.
• Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance
• Provide companywide advice and technical expertise on matters related to complex financial analysis as well as economic research in support of management decision making functions
• Research strategies and make recommendations for forward financial planning
• Provide support to more experienced professionals in the management of product pricing, portfolio performance, closing research and validation
• Review technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors
• Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards
• Lead implementation of the most complex initiatives impacting multiple lines of business companywide
• Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications, US:

• 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 3+ years of financial reporting experience.
• Current or recent Technology Finance experience is highly desired
• Excellent verbal, written, and interpersonal communication skills
• Ability to lead without authority within a matrixed environment
• Ability to analyze metrics and articulate data trends both visually and verbally
• Ability to develop partnerships and collaborate with other business and functional areas
• Ability to drive and lead organizational change in a dynamic environment
• Ability to influence across all organizational levels, particularly senior management
• Ability to present complex material in a digestible, consumable manner to all levels of management
• Ability to research, analyze, document, and present organizational metrics that drive business decisions
• Ability to synthesize complex analytical findings into executive level communications
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Advanced Microsoft Office skills
• Essbase and/or SmartView experience

Job Expectations:

• Serve as trusted financial advisor providing expert consultative support to all business partners.
• Provide financial transparency to CFO organization, CIOs, Technology Leaders, and Line of Business Partners
• Analyze financial results for both CIO direct spend and Line of Business indirect allocations.
• Prepare financial reviews for month-end, forecast, plan, and bill of IT.
• Maintain and refine key metrics and performance indicators measuring efficiency and articulating financial drivers and strategy to senior management.
• Develop meaningful financial analysis and insights.
• Provide ad-hoc financial analysis and presentations to senior management.
• Lead finance process improvement projects, identify opportunities and recommend improvements for increased process and reporting efficiencies.
• Partner across the firm to develop financial management solutions and toolsets leveraging best practices and creative thinking that allow for consistent/streamlined processes.
• Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations

The Lead Finance Analyst for Commercial & Corporate Investment Banking Technology (CCIBT) FP&A team will be responsible for driving analytics by partnering with the CIOs, CFO, Finance Manager and Line of Business, and CFO organizations to support expense management and provide strategic reporting, oversight and quality management of annual planning, monthly forecasting, and month-end close processes for financials, headcount, and investment spend. Strong technical abilities with knowledge of financial systems/related process workflows and the ability to simplify/analyze large data sets in order to tell the story behind the financials will be critical for this role. Additionally, this role will require leadership and the ability to influence/partner and drive transformational change to the financial environment and underlying processes across the entire Technology organization.

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.