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Lead Finance Analyst

Wells Fargo
PLANO, TX Full Time
POSTED ON 11/20/2024 CLOSED ON 1/19/2025

What are the responsibilities and job description for the Lead Finance Analyst position at Wells Fargo?

About this Role:

Wells Fargo is seeking a Lead Finance Analysis to be part of the Technology Financial Planning & Analysis Team.  As part of this team, you will support budgeting, forecasting and monthly close for the Global Technology organization. 

The individual should be skilled in driver-based reporting, forecasting, financial data analysis, and scenario modeling to drive actionable insight. The function requires strong influencing skills and provides the opportunity to demonstrate thought leadership to senior management.

In this role, you will:

  • Work closely with seasoned financial professionals across teams and functions to create management information for senior management to aid in understanding the Global Technology expense base and the associated drivers.

  • Partner with leadership to develop long-term strategic plans, financial targets and goals aligned to business strategies.

  • Develop high quality presentations and executive level summaries for senior leadership supplemented by fellow FP&A team inputs and analysis.

  • 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.

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

  • Demonstrated experience working within an infrastructure environment leading transformational initiatives

  • Strong data modeling and experience in manipulating large amounts of data utilizing applications, such as Excel, Power BI, Apptio and Alteryx

  • Demonstrated experience in forecasting, accounting, analytics within banking/financial and technology services industries

  • Prior experience consulting, influencing, and partnering with senior business leaders

  • Experience developing and presenting executive level strategic presentations

  • Strong analytical and critical thinking skills

  • Operate effectively in a complex, matrixed environment.

  • Assess stakeholder needs and build effective relationships.

  • Product Model experience

Job Expectations:

  • This position offers a hybrid work schedule

  • Required to work in the listed locations

  • VISA sponsorship not available for this role

Posting End Date: 

21 Nov 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.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.


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