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Senior Finance Analyst

  • Finance & Accounting
  • Full time
  • R-366810

About this role:

Wells Fargo is seeking a Senior Finance Analyst to support the Commercial Banking Finance, Planning and Analysis team (CB FP&A) in producing loan forecasting.

In this role, you will:

  • Use validated models to provide loan forecast for 9 Quarter (FP&A) and Regulatory forecasts (CCAR)

  • Prepare presentations to summarize results or present complex topics in a concise and crisp manner

  • Create trend analysis and research into variances

  • Execute input/output controls

  • Data compilation including retrieving from various financial systems

  • Document model overlays, assumptions, and sensitivities

  • Assist with model governance, risk rankings and performance monitoring

  • Support key management reporting processes including month end close and loan forecasting

  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications, US:

  • 4+ years of Treasury experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Technical skills:

  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Economics

  • Relevant employment experience in financial services / banking industry

  • Strong technical skills including reporting databases and Microsoft Office (and specifically MS Excel, PowerPoint, and Tableau)

  • Experience with controls compliance and documentation

  • Experience with Essbase and QRM

  • Soft skills:

  • Ability to successfully operate in a complex and matrixed environment

  • Strong analytical and critical thinking skills and ability to prepare and present analysis and recommendations

  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management

  • Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing and fostering strong partnerships

  • Sense of urgency, passion for results, and personal accountability for achievement

  • Ability to influence and partner with senior business leaders to gain commitment to accomplish business goals

Posting End Date: 

27 May 2024

*Job posting may come down early due to volume of applicants.

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, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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.

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