Senior Business Aligned Finance Analyst - P3

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:

• Good understanding of accounting and preferably knowledge of US GAAP is an additional advantage.
• Financial Services (brokerage in particular) Industry experience strongly preferred.
• Certification in SQL, SAS, Python, Power BI, Power App

Job Expectations:

• Candidate should be a subject matter expert on banking products, preferably the Wealth Business, with hands-on experience in leveraging AI to augment LOB financial planning, budgeting and forecasting.
• Ability to plan AI adoption, influence stakeholders and execute to improve FP&A end user experiences.
• Ability to engineer LLMs to auto generate executive summaries and analysis of Income/Cost/FTE reports for the LOB.
• Use Jupyter Notebooks, Google Colab, or similar platforms to build and deploy financial models using Python.
• Utilize AI tools (e.g., ChatGPT, Copilot) to automate segmental reporting, generate insights, commentaries and improve decision-making for the function.
• Collaborate with WIM product and finance head to contribute on all strategic initiatives.
• Stay current on emerging technologies in AI to support the division's strategy discussion for future capability development.
• Advanced knowledge of enterprise tools like MS Copilot, NotebookLM etc. with a strong understanding of Prompt Engineering.
• Experience with ERP and BI tools (Power BI, Tableau) to generate analysis and reports.
• Strong analytical and critical thinking skills combined with strategic business focus and ability to lead from the front.
• Candidate should possess very strong KPI, metrics related reporting and should be able to independently deliver all metrics (financial and non-financial) related data and analytics.
• Interact / coordinate with different teams to proactively raise any specific issues or challenges around the business and work independently with the concerned teams to resolve issues.
• Candidate should be good with financial modelling, budgeting, forecasting, understand process changes and be good with research and query handling.
• Candidate should have good automation and transformation skills, especially in the space of reporting tools such as Power BI, Tableau, or other business intelligence applications.

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:
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