Senior Business Aligned Finance Analyst, Investment Banking

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:

• 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.
• Advanced Microsoft Office (Word, Excel and PowerPoint) skills and exposure to tools such as Power BI, Tableau, Alteryx would be an added advantage.