About This Role
Wells Fargo is seeking a Senior Business Aligned Finance Analyst
In This Role, You Will
- Lead or participate in moderately complex initiatives as a technical professional
- Provide a broad expertise and unique skills used to develop company objectives and standards for a specific business unit, division, or product
- Review and analyze moderately complex data that contributes to large scale planning such as economic research in support of management decision making for a specific business unit, division, or product
- 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 in support of line of business goals
- Lead the implementation of moderately 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 mid-level managers in finance and in a given line of business to resolve issues and achieve goals
- Exercise independent judgment while leveraging a solid understanding of the knowledge policies, procedures, and compliance requirements within the function
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:
- CA / CMA / MBA Graduate with experience of financial or banking sectors
- Progressive track record of management reporting experience with familiarity of running and or working in a geographically diverse team.
- Strong Financial analysis and experience in providing timely and relevant recommendations to drive business decisions and outcomes.
- Demonstrable change management skills, particularly those involving process re-engineering and systems change.
- Strong interpersonal and communication skills, including the ability to give presentations and briefings to senior management.
- Creative and strategic thinking skills, including the ability to analyze business transactions and identify key Finance risks/mitigating controls,
- Ability to work under pressure and maintain high energy levels.
- Must be able to work independently with positive collaboration within a fast paced, team environment.
Job Expectations:
Corporate & Investment Banking (CIB)
Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
About The Role
Wells Fargo is seeking a Senior Finance Analyst to focus on balance sheet and net interest income forecasting, reporting, and analytics across baseline forecasts, stress tests, resolution and recovery planning, and other financial management processes for the CIB Banking business. This role will report to the CIB Finance Manager based in India.
- Execute balance sheet and net interest income (inclusive of yields and cost of funds) forecasts, reporting, and analytics related to deposits, loans, or other products.
- Contribute to wide reaching Stress Test and Resolution Planning process and related documentation including partnership with Business Finance, Corporate FP&A, Corporate Enterprise Risk Group, and Risk Modeling Group
- Build deep understanding of dynamics and assumptions related to model assumptions, including management judgement, and other drivers used to build balance sheet and net interest income projections.
- Produce complex reporting and analytics to provide management with meaningful insight into underlying drivers impacts balances and income forecasts.
- Ensure accurate recurring deliverables are completed timely, establish controlled processes, and support ongoing strategic initiatives such as forecast transformation efforts, process improvements, forecasting model built-out and enhancement, etc.
- Responsible for compliance with forecast governance and oversight requirements and ensuring that model KPIs are properly tracked, model risks are appropriately managed and mitigated.
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.
- Strong analytical, reporting and presentation skills.
- Exposure to key accounting tools like Oracle Financials, Essbase etc.
- High integrity and do what is right, fair and respectful.
- Innovative problem solver
- Relationship building skills.
- Attention to detail - Recognizes the importance of detail to ensure data integrity.
- Comfortable to work in Rotational shifts.
- Advanced Microsoft Office (Word, Excel and PowerPoint) skills and exposure to tools such as Power BI, Tableau, Alteryx would be an added advantage.
Posting End Date:
- Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.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 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
- Third-Party recordings are prohibited unless authorized by Wells Fargo.
- Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Reference Number
R-480726
