CIB Finance FP&A CRE senior Finance Analyst

Wells Fargo
Mar 24, 2024
Apr 07, 2024
Staff, Senior
Work Mode
Work from office
Full Time
Organization Type
About this role:

Wells Fargo is seeking a Senior Finance Analyst...

In this role, you will:
  • Execute balance sheet and net interest income (inclusive of yields and cost of funds) forecasts, reporting, and analytics related to deposits, loans, or other products
  • Contribute to wide reaching Stress Test and Resolution Planning process and related documentation including partnership with Business Finance, Corporate FP&A, Corporate Enterprise Risk Group, and Risk Modeling Group
  • Build deep understanding of dynamics and assumptions related to model assumptions, including management judgement, and other drivers used to build balance sheet and net interest income projections
  • Produce complex reporting and analytics to provide management with meaningful insight into underlying drivers impacts balances and income forecasts
  • Ensure accurate recurring deliverables are completed timely, establish controlled processes, and support ongoing strategic initiatives such as forecast transformation efforts, process improvements, forecasting model built-out and enhancement, etc.
  • Responsible for compliance with forecast governance and oversight requirements and ensuring that model KPIs are properly tracked, model risks are appropriately managed and mitigated
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
  • Essential Qualifications:
  • CA / CMA / MBA Graduate with about 8-12 years of financial or banking sectors
  • Progressive track record of management reporting experience with familiarity of running and or working in a geographically diverse team
  • Strong Financial analysis and experience in providing timely and relevant recommendations to drive business decisions and outcomes
  • Demonstrable change management skills, particularly those involving process re-engineering and systems change
  • Strong interpersonal and communication skills, including the ability to give presentations and briefings to senior management
  • Creative and strategic thinking skills, including the ability to analyze business transactions and identify key Finance risks/mitigating controls,
  • Ability to work under pressure and maintain high energy levels
  • Must be able to work independently with positive collaboration within a fast paced, team environment
  • Desired Qualifications:
  • Strong analytical, reporting and presentation skills
  • Exposure to key accounting tools like Oracle Financials, Essbase etc.
  • High integrity and do what is right, fair and respectful.
  • Innovative problem solver
  • Relationship building skills
  • Attention to detail - Recognizes the importance of detail to ensure data integrity
  • Comfortable to work in Rotational shifts
  • Advanced Microsoft Office (Word, Excel and PowerPoint) skills and exposure to tools such as Power BI, Tableau, Alteryx would be an added advantage.

Posting End Date:

4 Apr 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.

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.

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