Lead Finance Analyst - CB Operations

at  Wells Fargo

LEAD FINANCE ANALYST

This Lead Finance Analyst will support the Commercial Banking Operations.

This role will have general Finance and FP&A responsibilities with respect to Commercial Banking Operations expenses and efficiency initiatives, inclusive of the following:

• Forecasting/budgeting
• Month end activities
• Financial Reporting
• Tracking and monitoring efficiency initiatives
• Trending and analysis of underlying expense drivers
• Delivery of expense insights to business and financial leadership

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:

• 5+ years of Finance experience in one or a combination of the following: finance, analytics, reporting or financial/statistical modeling, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

• Financial industry experience supporting a line of business
• BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills. Knowledge and understanding of Essbase Finance tools for reporting and analysis
• Experience with financial forecasting, planning, and reporting
• Strong analytical skills, detail oriented with focus timely and accurate execution.
• Proven relationship builder - able to consult with business partners of all levels
• Ability to communicate effectively, translate and present financials, projects and data in a manner that educates, enhances understanding, and influence decisions
• Excellent verbal, written, and interpersonal communication skills
• Good time management skills and ability to multi-task and handle competing priorities under pressure.
• Proven ability to foster relationships, promote teamwork, influence, and motivate others
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to prepare executive level presentations, including providing strategic insights for decision making
• Understanding the financial side and the strategic side of the business to assist the business in its growth effort

ABOUT THIS ROLE:

Wells Fargo is seeking a Lead Finance Analyst to join Wholesale Operations Finance team providing direct support for the Commercial Banking business.

In this role, you will:

• Partner with senior business leaders and other key stakeholders to drive overall financial performance, metric improvement and achievement of planned expectations and initiatives for CB Operations
• Ensure efficient and effective execution of finance strategy
• Recommend opportunities to senior business leaders that help achieve business objectives
• Enhance framework to help deliver key forecasting projections as well as management of financial reporting
• Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements
• Provide coaching and mentorship to less experienced teammates

Required Qualifications:

• 5+ years of Finance experience in one or a combination of the following: finance, analytics, reporting or financial/statistical modeling, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Financial industry experience supporting a line of business
• BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills. Knowledge and understanding of Essbase Finance tools for reporting and analysis
• Experience with financial forecasting, planning, and reporting
• Strong analytical skills, detail oriented with focus timely and accurate execution.
• Proven relationship builder - able to consult with business partners of all levels
• Ability to communicate effectively, translate and present financials, projects and data in a manner that educates, enhances understanding, and influence decisions
• Excellent verbal, written, and interpersonal communication skills
• Good time management skills and ability to multi-task and handle competing priorities under pressure.
• Proven ability to foster relationships, promote teamwork, influence, and motivate others
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to prepare executive level presentations, including providing strategic insights for decision making
• Understanding the financial side and the strategic side of the business to assist the business in its growth efforts

This role will have general Finance and FP&A responsibilities with respect to Commercial Banking Operations expenses and efficiency initiatives, inclusive of the following:

• Forecasting/budgeting
• Month end activities
• Financial Reporting
• Tracking and monitoring efficiency initiatives
• Trending and analysis of underlying expense drivers
• Delivery of expense insights to business and financial leadershi