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Senior Finance Analyst

About this role:

Wells Fargo is seeking a Senior Finance Analyst in the Expense Analytics & Allocation (EAA) group, specifically supporting Technology allocations. For additional information on this line of business, refer to the external Careers Site at

In this role, you will:

  • Support and manage expense distributions across the organization
  • Focus on building business finance relationships across various Finance teams 
  • Be responsible for monthly deliverables including analysis for expense charges versus recoveries, working closely with finance partners for any methodology or recovery driver updates, and strategic planning around new services requested, GL accounts and costing accounting rules  
  • Work closely with the EAA Finance Manager on team training, consultation and special assignments
  • Lead cross working teams in broad finance initiatives, including Service Governance Office deliverables such as service/methodology challenges, Component Provider/Service Provider designations, changes in L3 services and organizational hierarchy transfers
  • Develop strong controls and reconcilement processes to ensure accurate Indirect Allocation billing with minimal risk
  • Identify risk or inefficiencies in data/requirements provided by their finance peers and business line partners
  • Mentor and coach on model designs, standard formats, report logic, and variance analysis
  • Lead or participate in moderately complex initiatives as part of a technical professional in the field
  • Provide a broad expertise and unique skills used to develop company objectives and standards
  • Perform work on significant and unique issues involving data and evaluation or highly complex situations
  • Lead the 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

Required Qualifications, US:

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

Desired Qualifications:

  • Bachelor's Degree or higher in Business, Finance, Accounting, or Economics
  • Knowledgeable of Wells Fargo expense distribution drivers and costing methodologies
  • Understanding of expense types for Direct and Indirect Non-Interest Expense
  • Proficient with reporting and preparing analysis with large data volume
  • High skill level utilizing Essbase, FAST, Excel, and other reporting / analytical tools
  • Excellent written and verbal communication skills
  • Strong teamwork and collaboration to meet deadlines
  • High degree of detail and accuracy
  • Creativity to assist with special projects and initiatives
  • Strong Change Management skills

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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