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ALERT - To ensure we continue to fulfill our role as a provider of vital services to the public, we are still hiring and continue to recruit top talent to Wells Fargo. However, we have adjusted our hiring practices due to the COVID-19 situation and the related social distancing guidelines. As a result, throughout your application process, you may be asked to connect with us virtually. We encourage you to check our job postings regularly for updates and additions.

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Treasury Finance Consultant

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Job ID 5550093
Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Enterprise Finance drives financial management for the company and maintains and enhances risk and financial controls. Key functions within Enterprise Finance include finance and accounting; Treasury; corporate development, mergers, and acquisitions; Data Management and Insights, the Customer Remediation Center of Excellence, Enterprise Shared Services, Business Process Management, and Corporate Strategy. Enterprise Finance informs shareholders, regulators, taxing authorities, team members, and leaders of the company’s financial performance through earnings releases, investor meetings and conferences, and meetings with regulators and credit rating agencies, following appropriate reporting guidelines. They also maintain and enhance risk and financial controls and lead many of the company’s shared services functions including corporate properties, security, and global services.

You have a proven track record of success but you’re looking for more. More responsibility. More challenges. At Wells Fargo you’ll find that opportunity. You’ll join a team of people who are smart and share your values. You can enjoy a diverse career as you learn and grow your capabilities across our multiple lines of business. Our supportive environment can help you make a difference within the company and the communities we serve.

The Corporate Finance Group reports to the CFO and manages the Enterprise Forecasting as well as the Enterprise Planning and Analysis (FP&A) functions.  Specifically, the Revenue Center of Excellence works in partnership with the Business Support Finance Group, Treasury and Corporate Credit to forecast the Balance Sheet of Wells Fargo for Stress Testing (CCAR), Resolution Planning, FP&A Forecast, and Interest Rate Risk Reporting.

The QRM Support Team in the Revenue team is seeking a Treasury Finance Senior Consultant to support the Balance Sheet Forecasting for Interest Rate Reporting and Legal entity forecasting.

Specific responsibilities will include, but not limited to:

  • Perform a wide range of complex analysis related to balance sheet risk, particularly interest rate risk and stress testing.
  • Validating model results and conduct interest rate risk analyses on individual business units or products and communicating impacts
  • Coordinate review of Legal entity forecasting within the Revenue COE.
  • Assist in QRM testing and Libor Transition Forecasting efforts
  • Build deep understanding of dynamics and assumptions related to model assumptions, including management judgement, and other drivers used to build deposit projections.
  • Coordinate research and reconciliation efforts among internal partner’s lines of business and corporate areas.
  • Directing improvements to asset-liability management models and overseeing testing and implementations of recommended changes.

The Candidate
The successful candidate will possess:

  • Demonstrated strong analytical skills and attention to detail
  • She/he will be able to work independently, be highly organized, able to prioritized multiple tasks, and take on new challenges
  • A strong track record of problem solving, attention to detail, critical thinking with willingness to engage in continuous process improvement


Required Qualifications

  • 4+ years of experience in one or a combination of the following: finance, accounting, analytics and reporting; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, Business and 2+ years of experience in one or a combination of the following: finance, accounting, analytics or reporting



Desired Qualifications

  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting
  • Ability to successfully operate in a complex and matrixed environment
  • A BS/BA degree or higher in business administration, economics, accounting, finance, or other business related field
  • Advanced Microsoft Excel skills
  • Knowledge and understanding of financial analysis, forecasting and analyzing interest income and balance sheet behavior
  • Essbase and/or SmartView experience
  • Knowledge and understanding of asset liability or liquidity management software, especially QRM
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members
  • Excellent verbal, written, and interpersonal communication skills
  • Strong time management skills and ability to meet deadlines



Other Desired Qualifications
  • Demonstrated effective verbal, written, and interpersonal communication skills with the ability to present and discuss information in a way that persuades others and enhances understanding at all levels. 
  • Proven ability to effectively communicate and interact with people at all levels of an organization
  • Reputation for being a highly responsive leader who thrives on achieving results in a large, complex, diverse organization; who respects the culture, is flexible and adaptable
  • Active CFA designation




Salary Information

The salary range displayed below is based on a Full-time 40 hour a week schedule.

NC-Charlotte: Min: $71,000 Mid: $100,000
IA-West Des Moines: Min: $71,000 Mid: $100,000



Street Address

NC-Charlotte: 11625 N Community House Road - Charlotte, NC
IA-West Des Moines: 7001 Westown Pkwy - West Des Moines, IA



Disclaimer


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.



Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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