Finance Analyst

at  Wells Fargo

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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

Required Qualifications:

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

Desired Qualifications:

• Bachelor’s in finance or a related field
• Experience with Balances Sheet and NII forecasting
• Advanced excel skill

Wells Fargo is seeking a finance analyst to cover the Home Lending mortgage portfolio. This position will assist in generating volume and pricing for the monthly forecast, CCAR, and interest rate risk scenarios. The role will provide analysis on the portfolio and generate presentation materials summarizing results.

In this role, you will:

• Participate in functions related to financial research and reporting
• Forecast analysis of key metrics, as well as other financial consulting related to business performance, operating and strategic reviews
• Identify opportunities for process improvements within the scope of responsibilities
• Research moderate to complex financial data in support of management decision-making for a business
• Create and communicate various activities such as product pricing, product, and portfolio performance
• Exercise independent judgment to guide key metrics forecasting, closing data and validation
• Present recommendations for resolving all aspects of delivering key forecasting projections as well as financial reporting to support monthly and quarterly forecasting
• Develop expertise on reporting that meets brand standards and internal control standards
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:

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

Desired Qualifications:

• Bachelor’s in finance or a related field
• Experience with Balances Sheet and NII forecasting
• Advanced excel skills