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Finance Associate

  • Finance & Accounting
  • Full time
  • R-380441

About this role:

Wells Fargo is seeking a Finance Associate.

In this role, you will:

  • Participate in researching financial data and reporting the findings within the functional area
  • Work in collecting internal financial data, analyze and test for accuracy
  • Review tactical issues, policies or procedures for which answers can be quickly obtained, related to risks and deliverables
  • Receive direction from supervisor to support operational aspects of work that may include maintaining ledger accounts to ensure accurate maintenance of financial data
  • Exercise independent judgment while preparing data for research on product lines and strategic plans
  • Understand compliance and risk management requirements for supported area
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:

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

Desired Qualifications:

  • Degree in Accounting or Engineering with Data Science or higher in business administration, Project management certification.
  • 5-7 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.
  • 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.

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