Lead 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:

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

Desired Qualifications:

• BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Economics
• Ability to manage effectively in a matrixed organization
• Self-starter with exceptional critical thinking skills combined with a strategic business focus
• Expert in Microsoft Office (Excel and PowerPoint preferred)
• Experience in executive-level reporting
• Knowledge and understanding of database querying and creating ad hoc reporting results using Essbase or similar
• Experience with financial reporting tools such as PowerBI, Tableau, Alteryx, or similar.
• Ability to organize and manage multiple priorities and achieve results
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skill

Wells Fargo is seeking a Lead Finance Analyst to support Home Lending Financial Planning and Analysis. This position will be part of Home Lending Finance team and the broader Consumer Lending Finance group working with business line finance partners to understand the underlying business drivers of the financials impacting forecast, budget, and moth-end variances. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance
• Provide companywide advice and technical expertise on matters related to complex financial analysis as well as economic research in support of management decision making functions
• Manage the review of financial results against budget and forecast, ensuing variances are understood and appropriately communicated within Home Lending and Consumer Lending Finance teams.
• Manage expense management routines across Home Lending including communication, reporting, and variance attribution.
• Lead projects to support the advancing / improving financial reporting, including managing deliverables for key strategic projects such as PowerBI and the Home Lending driver database.
• Assist in the development and review of monthly forecasts, annual plans, and other ad-hoc forecasts.
• Research strategies and make recommendations for forward financial planning
• Support communication of financial results for inclusion in monthly business reviews, monthly regulator updates, and quarterly investor relations reporting.
• Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards
• Ensure the compliance with requirements under the Governance & Oversight Framework including maintaining updated procedures and evidencing RCSA controls; provide guidance and support to the department in completion of all required deliverables.
• Provide leadership by assessing impact of management reporting deficiencies; communicate and facilitate the discussion with line of business finance teams for resolution; track and document the resolution implementation cycle from report owner perspectives.
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:

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

Desired Qualifications:

• BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Economics
• Ability to manage effectively in a matrixed organization
• Self-starter with exceptional critical thinking skills combined with a strategic business focus
• Expert in Microsoft Office (Excel and PowerPoint preferred)
• Experience in executive-level reporting
• Knowledge and understanding of database querying and creating ad hoc reporting results using Essbase or similar
• Experience with financial reporting tools such as PowerBI, Tableau, Alteryx, or similar.
• Ability to organize and manage multiple priorities and achieve results
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills