Skip to main content

Senior Finance Analyst

  • Finance & Accounting
  • Full time
  • R-377373

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

  • The Finance Data Operations of Finance Transformation Office leverages the Scrum/Agile framework to build a highly talented, scalable, and sustainable function for advancing Multiyear Data Strategy including support to Application Business Owner involving Data Sourcing and Provisioning to modernize and strengthen automation, data governance and self-service while implementing effective controls by adopting Workflow and BI tools.

  • Wells Fargo is seeking a Senior Finance Analyst to perform highly visible work focused on data integration, data aggregation, analysis, and insight in support of decisioning and supporting business initiatives, strategies, and practices. The larger objective will be to provide standardized, curated, and high-quality information to stakeholders, quick data integration based on Downstream user data needs to fulfil Regulatory and Management Reporting, enhance value creation through decision outcomes.

  • Senior Finance Analyst acts as a subject matter expert providing very detailed functional support between Finance, Accounting, Regulatory Reporting, Risk and Operations teams and the Information Technology organization.  This subject matter expertise requires Senior Finance Analysts to develop an understanding and knowledge in Capital Market products materially impacting our Balance sheet and Income statement, Lineage of Data from Source to ultimate Target including the Business Transformation logic across 20+ System of Records servicing various Asset Class. This knowledge is required of Senior Finance Analysts to perform analysis of highly complex business problems across all business units that they will then solve and support by provisioning Data requirements. This role will ensure those solutions align across the multiple functions and strategies within Finance, Accounting, Reg, Risk and Operations as team members will be involved in multiple strategic initiatives across the organization in parallel with all the below daily responsibilities and requirements.

  • Work in agile teams using scrum methodologies for product development that facilitates activities and Projects related to Applications support in Finance Data Operations.

  • Collaborate and consult with peers, colleagues, product owners, stakeholders, and leadership to serve Downstream User community’s Data needs by achieving product vision.

  • Use Analytical skills and Project Management techniques to support data integration, minimum curation to facilitate production of reports that enables Regulatory Report submission and analysis, insights gathering to support decision making by Management.

  • Use data analysis techniques by interacting with SQL platforms to aid data sourcing from multiple Data domains.

  • Spearhead efforts in identification of Risk and implementation of controls, documentation of our consolidated reporting and control architecture, establishing an effective and G&O compliant architecture for daily financial reporting.

  • Face off with internal and external audit and COSO for a high-risk application as defined under operational risk guidelines.

  • Have a robust understanding of relational databases where the Senior Finance Analyst will need to analyze large volumes of data via SQL queries to aid Gap analysis as part of Data study to eliminate Data redundancy and overlap between source domains.

This is a very high exposure group and the ideal candidate will be a driver of change in establishing Data sourcing, developing Application controls and building effective partnerships within and across cross functional teams like Sourcing team, Data Landing Zone team, Technology team, Risk-Control, Operations team and Downstream teams.

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:

  • 8-10 years of experience in projects involving data sourcing, data integration, performing related data study, Gap analysis of Data elements between the key reports and Data available in the Application to aid adoption of new System for achieving the larger objective of FTO to eliminate Data redundancy, standardize data and establish single source for Finance Use cases as medium term priority and Non-Finance Use cases as the long term priority by performing the above activities in financial services industry or equivalent demonstrated through the following – work experience, training, and education.

Job Expectation:

  • Degree in Accounting or Engineering with Data Science or higher in business administration, Project management certification

  • Knowledge and understanding of Data warehouse, database querying using SQL or similar querying methods.

  • Experience in Project management related to Data sourcing, establishing Data integrity controls and Data analysis to enhance quality.

  • Experience in Microsoft Office skills, writing Structured Query Language (MS_SQL) and basic knowledge in Python and Power Bi

  • Experience in working as part of highly agile transformation/change management teams.

  • Strong analytical skills with high attention to detail and accuracy

  • Excellent verbal, written, presentation and interpersonal communication skills.

  • Knowledge and understanding of financial services industry, with emphasis on Capital Market products

  • Strong organizational, multi-tasking, and prioritizing skills as projects involve interaction with Senior leadership groups

  • Ability to train and guide team members and manage transformation initiatives to optimize operational effectiveness and efficiencies.

Posting End Date: 

*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.

Join our talent community

Learn about upcoming events and career opportunities at Wells Fargo

Talent Community
JK 1212 1236 B 4MP