Mid-Corporate Senior Financial Analyst

Wells Fargo & Company•Concord, CA

2d•Hybrid

About The Position

Wells Fargo is seeking a Mid-Corporate PM Senior Financial Analyst in Commercial Banking working with clients whose annual revenues starting from $500MM and up supporting the West market. In this role, you will assist with the underwriting and execution of financing transactions, including completion of due diligence, financial modeling, credit analysis, and drafting credit approval memorandums. You will analyze a wide range of detailed information (lender presentations, management presentations, and financial statements & projections, third party reports, etc.), research complex financial and credit information for commercial businesses according to business unit standards, and aid in the presentation of transactions to senior management in a clear and concise manner with well-reasoned support. You will also review all pertinent documentation to ensure transactions are documented and approved per policy and help with the development and execution of company-wide strategic initiatives, via specialized project work and/or assignments. Additionally, you will integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency.

Requirements

2+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Strong analytical skills including analyzing complex data
Ability to perform in depth commercial financial statement analysis
Knowledge and understanding of debt and equity capital markets
Completion of a formal credit training program
Underwriting experience
Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling
Excellent verbal, written, and interpersonal skills, including ability to present to decision makers and customers in a professional and confident manner
Experience with nCino
A BS/BA degree or higher

Responsibilities

Assist with the underwriting and execution of financing transactions, including completion of due diligence, financial modeling, credit analysis, and drafting credit approval memorandums
Analyze a wide range of detailed information (lender presentations, management presentations, and financial statements & projections, third party reports, etc.)
Research complex financial and credit information for commercial businesses according to business unit standards
Aid in the presentation of transactions to senior management in a clear and concise manner with well-reasoned support
Review all pertinent documentation to ensure transactions are documented and approved per policy
Help with the development and execution of company-wide strategic initiatives, via specialized project work and/or assignments
Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency