Wells Fargo Looking for Senior Finance Analyst – Finance Transformation at Charlotte, NC Full Time

The Finance Transformation Office, a part of Enterprise Finance, is leading a generational change by modernizing the tools used to deliver financial information. The FTO is also transitioning work processes towards the Agile approach. This position will require the execution of key initiatives that use new tools to transform the reporting process towards simplified and intuitive solutions that allow the 1000+ user base to develop better insights in support of better decision making. Efforts include process and system support for production and feature enhancements including new technology application, with particular focus on internal financial reporting and related allocations such as costing, capital, liquidity, funds transfer pricing and other areas. Results are used broadly for business unit performance assessment and will lead to exposure on enterprise trends. Other material downstream data consumers include the internal financial forecasting process, Recovery and Resolution Planning, and externally reported Operating Segment Results. This is an exciting opportunity to instigate meaningful and lasting change on the enterprise finance function and help tell the financial story of Wells Fargo.

This is a high-profile position that will expose the analyst to businesses throughout the organization. The analyst will support the financial results and will coordinate changes with line of business finance, the Corporate Development and RRP Strategy and Business leadership teams, the central Financial Planning and Analysis function, and may interact with Investor Relations during Operating Segment results preparation for the earnings release. The analyst will be expected to develop an enterprise perspective, understand financial trends and interpret their impacts to reports, and understand the changing requirements of various recovery and resolution plan options as noted by regulatory agencies. This is an important role that will see the analyst become an expert in the businesses of Wells Fargo.

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:

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

Desired Qualifications:

• Proven ability to mix financial analysis, reporting experience, and systems and technical aptitude towards a superior information product that users can confidently use towards the analysis of enterprise performance evaluation.

• Experience with Banking financial statements, including yield analysis, funds transfer pricing, capital computations and allocations is desired.

• Experience and knowledge around recovery and resolution planning

• Knowledge of reporting tools such as PowerBI, Tableau, Essbase are desirable.

• The ability to analyze a process and find ways to reduce risk and/or find efficiencies, by developing superior process and/or using tools such as Alteryx.

• Proven ability to pivot quickly and adapt to changes as well as flexibility in dealing with different stakeholders and varying priorities.

• Strong communication skills with experience interacting with various levels including senior leadership. Also, experience with assembling meeting agendas, hosting of meetings, and recording meeting minutes.

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, age, 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-243366-1

Updated: Tue Jan 17 00:00:00 UTC 2023

Location: CHARLOTTE,North Carolina