Wells Fargo
Senior Finance Analyst
Wells Fargo, San Francisco, California, United States, 94199
About this role:
Wells Fargo is seeking a Finance Senior Analyst to join the Commercial Banking Finance, Financial Planning and Analysis team.
Commercial Banking Finance provides strategic and solution-focused financial advice and guidance to business and functional leaders and partners within Commercial Banking.
The Commercial Banking Financial Planning and Analysis (CB FP&A) team is responsible for three broad functions: reporting and analysis, forecasting, and governance. The financial reporting and analysis team provides reporting and analytics for the overall CB business including monthly actuals reporting, forecast preparation and reporting, and key meeting support (business reviews, leadership offsite, etc.). The forecasting team executes the monthly 9 quarter forecasts and the annual regulatory forecasts. And finally, the CB governance team oversees high priority control processes including RCSA and model/EUCT governance.
Pricing and Profitability
This role will support the Pricing and Profitability team within Commercial Banking FP&A. The role supports a broad range of activities focused on providing Commercial Bank Financial data and metrics to Pricing and Profitability tools. The candidate will have the opportunity to refine their analytical skills using Excel, Alteryx, Power BI, PowerPoint and Essbase as well as deepen their knowledge of Commercial Banking strategy, products and customers while gaining exposure to how the Commercial Bank measures Profitability.
In this role, you will:
Execute on periodic refreshes of Commercial Banking non-interest income costs and other metrics used in Pricing and Profitability tools
Develop strong partner relationships with CB Finance and interfacing organizations (LOB Finance, LOB, CIB Finance, CB Analytics, and audit)
Provide insight and help refine or develop methodologies for cost mapping
Perform ad-hoc analytics to support business and management decisions
Prepare presentations to concisely summarize and present results of complex topics
Maintain appropriate governance activities and documentation
Required Qualifications:
4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of experience in a Finance and/or Accounting role, ideally supporting Commercial Banking
Strong analytical and critical thinking skills and ability to prepare and present analysis and recommendations
2+ years of professional experience with Alteryx and/or Power BI
Ability to successfully operate in a complex and matrixed environment
Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing and fostering strong partnerships
Ability to influence and partner with senior business leaders to gain commitment to accomplish business goals
Sense of urgency, passion for results, and personal accountability for achievement
Job Expectations:
This position offers a hybrid work schedule
This position is not eligible for Visa sponsorship
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$84,000.00 - $179,200.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
20 Nov 2024
* 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.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.
Req Number: R-415574
Wells Fargo is seeking a Finance Senior Analyst to join the Commercial Banking Finance, Financial Planning and Analysis team.
Commercial Banking Finance provides strategic and solution-focused financial advice and guidance to business and functional leaders and partners within Commercial Banking.
The Commercial Banking Financial Planning and Analysis (CB FP&A) team is responsible for three broad functions: reporting and analysis, forecasting, and governance. The financial reporting and analysis team provides reporting and analytics for the overall CB business including monthly actuals reporting, forecast preparation and reporting, and key meeting support (business reviews, leadership offsite, etc.). The forecasting team executes the monthly 9 quarter forecasts and the annual regulatory forecasts. And finally, the CB governance team oversees high priority control processes including RCSA and model/EUCT governance.
Pricing and Profitability
This role will support the Pricing and Profitability team within Commercial Banking FP&A. The role supports a broad range of activities focused on providing Commercial Bank Financial data and metrics to Pricing and Profitability tools. The candidate will have the opportunity to refine their analytical skills using Excel, Alteryx, Power BI, PowerPoint and Essbase as well as deepen their knowledge of Commercial Banking strategy, products and customers while gaining exposure to how the Commercial Bank measures Profitability.
In this role, you will:
Execute on periodic refreshes of Commercial Banking non-interest income costs and other metrics used in Pricing and Profitability tools
Develop strong partner relationships with CB Finance and interfacing organizations (LOB Finance, LOB, CIB Finance, CB Analytics, and audit)
Provide insight and help refine or develop methodologies for cost mapping
Perform ad-hoc analytics to support business and management decisions
Prepare presentations to concisely summarize and present results of complex topics
Maintain appropriate governance activities and documentation
Required Qualifications:
4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of experience in a Finance and/or Accounting role, ideally supporting Commercial Banking
Strong analytical and critical thinking skills and ability to prepare and present analysis and recommendations
2+ years of professional experience with Alteryx and/or Power BI
Ability to successfully operate in a complex and matrixed environment
Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing and fostering strong partnerships
Ability to influence and partner with senior business leaders to gain commitment to accomplish business goals
Sense of urgency, passion for results, and personal accountability for achievement
Job Expectations:
This position offers a hybrid work schedule
This position is not eligible for Visa sponsorship
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$84,000.00 - $179,200.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
20 Nov 2024
* 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.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.
Req Number: R-415574