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Lead Finance Analyst
Wells Fargo CHARLOTTE, NC
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$97k-121k (estimate)
Full Time | Banking 1 Month Ago
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Wells Fargo is Hiring a Lead Finance Analyst Near CHARLOTTE, NC

About this role:

Wells Fargo is seeking a Lead Finance Analyst to help tell the story of Wells Fargo. The Analyst will be a key player in the maintenance of our internal management reporting platform. This information is used by management to help understand internal business unit performance, and the results are also shared externally in our segment reporting results in the 10-Q and 10-K. Our management reporting system results also support Recovery and Resolution Planning, and are reviewed by our regulators. The Lead Finance Analyst will have particular focus on the administration of Recovery and Resolution processes, and some of the more complicated management reporting subjects such as Funds Transfer Pricing and Capital Allocation. The Lead Finance Analyst will also help with process improvement and the integration of legacy processes with modern tools as part of the Finance Transformation Office team. Control design, maintenance and automation are in-scope for the position.

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:

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

Desired Qualifications:

  • Exposure to Recovery and Resolution Planning Concepts
  • Exposure to Capital Allocation, and Funds Transfer Pricing
  • Experience with Banking Financial Statements
  • Experience with Banking Enterprise Forecasting and Reporting
  • WF Finance Tools (Essbase, EPM, Dodeca, PowerBI, Alteryx) experience is a plus

Job Expectations:

  • Position requires working within the Agile Framework, using Jira tools
  • Both Production and Development Activities will be executed reliably
  • Stakeholder outreach and change leadership are required
  • Communciation skills are required, including the ability to comunicate complicated topics in lay terms

Posting End Date: 

14 Apr 2024

*Job posting may come down early due to volume of applicants.

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, status as a protected veteran, or any other legally protected characteristic.

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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$97k-121k (estimate)

POST DATE

04/24/2023

EXPIRATION DATE

06/01/2024

WEBSITE

wellsfargo.com

HEADQUARTERS

LITCHFIELD, MN

SIZE

>50,000

FOUNDED

1852

TYPE

Public

CEO

SUSAN LEISHER

REVENUE

>$50B

INDUSTRY

Banking

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Wells Fargo is a provider of personal and commercial financial services including banking, mortgage, investment, credit card and insurance.

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