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Senior Finance Analyst- Middle Market Banking

About this role:

Wells Fargo is seeking a Senior 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
  • Contribute to large scale planning such as economic research in support of management decision making for a business unit
  • 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
  • Lead team to meet the implementation of 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 managers to resolve issues and achieve goals

Job Description

The Commercial Banking Finance team is seeking a Senior Financial Analyst who will provide to support multiple Divisions Executives within the Specialized Coverage Organization. 

The Senior Financial Analyst will serve as advisor to Division Executives and will provide them with relevant financial reporting and analysis. This analyst will provide insights, point out trends, identify emerging issues, and highlight the “story” behind the financial results. They will identify and resolve complex financial or data related problems. The position will also provide input to the business strategic plans and monitor performance against the plans. The analyst will perform ad-hoc analysis, and they may be called upon to lead to project-oriented efforts, requiring strong collaboration skills.

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:

  • BS/BA in Business, Finance or Accounting
  • Proficiency in Microsoft applications including – Excel, Word, and PowerPoint
  • Familiarity with Reporting tools such as Tableau and Power BI and Commercial Banking reporting tools such as ProfitView and Essbase
  • A demonstrated ability to effectively communicate through oral and written communication skills
  • Demonstrated analytical skills and self-driven desire to investigate financial issues
  • Capable of interpreting and communicating complex financial data to all levels of management in a clear and concise format
  • A demonstrated knowledge of the Wells Fargo Commercial Banking Client Coverage Organization, Coverage Models and Specialized Coverage Reporting, Revenue Share, and other reporting tools and concepts
  • A demonstrated ability to interact with and provide support to senior leaders and executives
  • Strong analytical skills including financial metrics analysis
  • Excellent Visual/verbal data summarization and presentation skills
  • Knowledge/understanding of report analysis: emphasis on accuracy and telling a story with supporting details
  • Ability to exercise independent judgment and work within a team to identify and resolve issues
  • Advanced Microsoft Office skills, Essbase/SmartView experience
  • Experience participating on project teams/workstreams with priority on process improvements

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, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.

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Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

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