Affluent/Premier Senior Finance Analyst, Senior Assistant Vice President

Wells Fargo • Charlotte, NC

2d

About The Position

About this role: Wells Fargo is seeking a Senior Finance Analyst. This role supports financial analysis, forecasting, and trend evaluation for the Affluent/Premier banking business. Responsibilities include providing analytical support, coordinating with cross-functional teams, and preparing regular reports for senior finance and business leaders. This role will report directly to the Affluent / Premier Banking CFO and have visibility across all levels of finance and the business. This position will sit in Charlotte, NC, or West Des Moines, IA In this role, you will: Provide finance, data, and analytical support to the Affluent / Premier banking business with respect to strategic efforts. Develop management reporting, dashboard, and scorecards to track affluent segment performance and trend variances Develop financial analyses and reporting capabilities that measure the impact of affluent and premier segment initiatives Develop financial tools that support forecasting and provide complex financial analysis in support of affluent segment decision-making Support ongoing strategic initiatives such as forecast transformation efforts, process improvements, etc. Efforts will require cross-functional coordination with partners across CBL and WIM finance. Support will also include regular reporting and updates to senior level finance and business partners.

Requirements

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

Nice To Haves

• Bachelor’s degree or higher in a quantitative field such as applied mathematics, statistics, engineering, finance, economics, econometrics or computer sciences
• Experience with creating / developing presentation materials for a senior executive level audience
• Excellent analytical, problem-solving skills with high attention to detail and accuracy
• Enjoy working in a fast paced, high-output, time-sensitive environment.
• Strong interpersonal skills to effectively collaborate and work effectively with others
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• Proficiency in Tableau or BI/automation tools
• Working knowledge of Essbase
• Ability to effectively partner and collaborate with both business and finance constituents
• Experience supporting strategic initiatives.
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Responsibilities

• Provide finance, data, and analytical support to the Affluent / Premier banking business with respect to strategic efforts.
• Develop management reporting, dashboard, and scorecards to track affluent segment performance and trend variances
• Develop financial analyses and reporting capabilities that measure the impact of affluent and premier segment initiatives
• Develop financial tools that support forecasting and provide complex financial analysis in support of affluent segment decision-making
• Support ongoing strategic initiatives such as forecast transformation efforts, process improvements, etc. Efforts will require cross-functional coordination with partners across CBL and WIM finance.
• Support will also include regular reporting and updates to senior level finance and business partners.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees