Finance Manager

About this role:

Wells Fargo is seeking a Finance Manager

In this role, you will:

• Manage and develop a team of financial advisors on diverse and complex business groups regarding matters related to financial data forecasting of financial metrics, operating and strategic reviews
• Ensure efficient and effective execution of finance strategy based on financial research and economic research
• Develop strategies and make recommendations for forward financial planning
• Recommend opportunities to more experienced management on product pricing, portfolio performance, key metrics forecasting, closing data and validation
• Make decisions on framework to deliver key forecasting projections as well as management of financial reporting
• Maintain effective and efficient reporting delivery that meets brand standards and internal control standards
• Lead implementation of complex projects impacting one or more lines of business
• Collaborate with other stakeholders to implement key risk initiatives to ensure compliance and manage risk
• Collaborate and influence all levels of professionals including more experienced managers
• Lead team to achieve objectives
• Manage allocation of people and financial resources for Finance
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

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

Desired Qualifications:

• Demonstrated experience in one or a combination of the following: finance, accounting, analytics, reporting, forecasting,  or similar fields
• CA/MBA preferred qualification with FPA experience
• Excellent working knowledge of Essbase and financial reporting systems and applications including Tools knowledge on Power BI and new aged AI knowledge
• Strong technical and visualization skills (particularly MS Excel and PowerPoint)
• Proficiency in creating high quality presentations suitable for executive management
• Understanding of financial analysis, financial statements, and key processes in financial services companies
• Strong attention to detail and accuracy - proven ability to produce quality results timely
• Strong analytical skills, including the ability to complete data investigations and summarize findings in a clear and meaningful way
• Excellent verbal and written communication skills, with ability to summarize findings into concise points geared towards the audience
• Interpersonal and collaboration skills, with demonstrated ability to build and maintain key relationships and partner with team members and senior executives
• Demonstrated success in a matrixed environment or in cross-functional role(s)
• Proven ability to prioritize, stay organized, and bring tasks to complete closure with minimal supervision
•  Independent critical thinking, problem-solving and decision-making
• Experience data management tools (Alteryx, VBA, Python, R, SQL)
• Good hands on BI reporting experience preferably in Power BI and Tableau
• Understanding of applications, querying techniques and nimble in learning technologies
•  Experience performing data analysis
•  Experience with finance technology-enabled data solutions
• Some project leadership experience including ability to facilitate project and process improvements across a large organization, or change management experience
•  Experience within the banking industry is preferred

Job Expectations:

• Oversee the preparation and review of executive management reports, providing insightful analysis of financial performance, key business drivers, risks, and opportunities
• Lead the review and analysis of regulatory reporting deliverables, including FR Y-14Q/Y-14A submissions, SEC submissions, ensuring accuracy, completeness, and adherence to regulatory and internal governance requirements.
• Lead and actively contribute to high-impact enterprise-wide initiatives, including Performance Share Award (PSA) payout analysis for executives, goodwill impairment assessments, peer analysis, Firm valuations under stress scenarios (CCAR), and strategic planning activities.
• Partner with senior Finance and business leaders to deliver actionable insights that support strategic decision-making, resource allocation, and business performance management.
• Support forecasting, budgeting, and variance analysis processes to support enterprise and line-of-business objectives.
• Lead complex ad hoc analyses and business case evaluations to support executive management requests and strategic initiatives.
• Champion finance transformation initiatives by defining business requirements, translating complex finance needs into technology solutions, and serving as a key liaison between Finance, Technology, and Data teams.
• Identify opportunities to streamline processes, reduce manual effort, strengthen controls, and improve reporting consistency through automation and digital enablement.
• Ensure reporting accuracy, data integrity, and compliance with internal control frameworks, accounting policies, and regulatory standards.
• Collaborate across Finance and business functions to enhance data governance, strengthen process linkages, and drive enterprise-wide reporting consistency.
• Develop executive-ready presentations and recommendations, effectively communicating complex financial concepts, business unit reviews and strategic insights to senior leadership.

Posting End Date: 

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 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.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.