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Lead Finance Analyst

wellsfargo Wells Fargo

Wells Fargo is a diversified community-based financial services company with a vision to satisfy customer’s financial needs and help them succeed financially.

About this role:

Wells Fargo is seeking a Lead Finance Analyst…

In this role, you will:

  • 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

Required Qualifications, International:

  • Experience in Finance or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Knowledge of Power BI/Tableau
  • Proficient in use of Excel
  • Proficient with PowerPoint
  • Knowledge of Access
  • Ability to communicate well – written and verbal communication skills
  • Ability to mine data, discover trends and form analysis

Job Expectations:

    The successful candidate will assist the CRE Finance team and the Line of Business with data analysis including month end results, annual budgets, monthly forecasts, annual Stress Testing and other forecasting responsibilities.

    The candidate should be comfortable presenting information to members of management so communication skills are highly valued as well as overall presentation skills.

    While this position will be primarily concerned with financial planning and analysis knowledge of Banking, Financial services and/or commercial real estate concepts is a plus.

    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.

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    Lead Finance Analyst

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    Wells Fargo

    Wells Fargo is a diversified community-based financial services company with a vision to satisfy customer’s financial needs and help them succeed financially.

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