About This Role
Wells Fargo is seeking a Finance Analyst.About Corporate Finance, Provide centralized finance capabilities and support to executive management, and Business and Enterprise Function teams. The team manages the overall forecasting process and provides financial advice and analytics on enterprise-wide strategic initiatives. Corporate Finance is also responsible for internal management reporting and all centralized finance processes, tools and applications.
In This Role, You Will
- Participate in functions related to financial research and reporting
- Forecast analysis of key metrics, as well as other financial consulting related to business performance, operating and strategic reviews
- Identify opportunities for process improvements within the scope of responsibilities
- Research moderate to complex financial data in support of management decision-making for a business
- Create and communicate various activities such as product pricing, product, and portfolio performance
- Exercise independent judgment to guide key metrics forecasting, closing data and validation
- Present recommendations for resolving all aspects of delivering key forecasting projections as well as financial reporting to support monthly and quarterly forecasting
- Develop expertise on reporting that meets brand standards and internal control standards
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Required Qualifications:
- 2+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Bachelor's degree in finance, Economics, Mathematics, or a related field.
- Strong years of experience in a rates-related role.
- Strong understanding of financial markets and interest rate products.
- Experience with process automation tools and techniques (e.g., VBA, Python, RPA).
- Excellent analytical, problem-solving, and communication skills.
- Attention to detail and a commitment to accuracy.
- Experience with Bloomberg, Reuters is a plus.
- Power BI expertise is a plus
Job Expectations:
- The Rates Process Analyst/Specialist is responsible for supporting critical processes related to interest rate management, pricing, and automation. This role involves creating and maintaining market rates curves, sourcing index rates, applying interest pricing methodologies, developing process automations, and ensuring robust controls are in place. The ideal candidate will possess a strong understanding of financial markets, data analysis skills, and a commitment to accuracy and efficiency.
- Market Rates Curve Development: Create and maintain accurate and timely market rates curves using various data sources and methodologies.
- Index Rate Sourcing: Source and validate index rates from reputable providers, ensuring data integrity and compliance.
- Interest Pricing Methodologies: Apply and understand various interest pricing methodologies to support accurate product pricing and risk management.
- Process Automation: Identify opportunities for process automation and develop solutions to improve efficiency and reduce manual effort.
- Controls and Compliance: Ensure all processes adhere to established controls and compliance requirements, including documentation and testing.
- Data Analysis and Reporting: Translate financial problems and business needs into moderately complex analyses and recommendations using specialized knowledge and data research capabilities. Develop standard and customized reports, ad hoc analyses, and data visualizations, requiring specialized financial, statistical, and quantitative knowledge.
- Project Support: Participate in projects, assisting the systems support group with design, programming, research, testing, and implementation aspects.
- Troubleshooting: Assist in troubleshooting and problem-solving related to production or issuance issues.
- Documentation and Procedures: Assist with developing departmental and divisional procedures, policies, and controls to maintain the accuracy and efficiency of processes and minimize the risk of incorrect production and issuance output.
- Communication: Provide updates to project logs, monthly budget forecasts, and contribute to monthly newsletters or operations reviews.
- Stakeholder Management - Lead Presentations, stakeholder connect, able to collaborate with multiple user groups for change communication, able to understand complex requirements and work with multiple groups to implement the same.
Posting End Date
7 Aug 2025
- 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-475687
