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:

• Experience working with asset/liability management or balance sheet forecasting
• Knowledge and understanding of financial analysis, forecasting and analyzing balance sheet and net interest income behavior
• Ability to lead projects independently across a matrixed organization to drive results to completion
• Excellent verbal, written, and interpersonal communication skills
• Track record of strong analytical skills with high attention to detail and accuracy, critical thinking with a willingness to engage in continuous process improvement
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to interpret and communicate complex financial data to a variety of stakeholders and management levels in a clear and concise format
• Ability to work independently, be highly organized, able to prioritize multiple projects, and take on new challenges
• Proficiency in Hyperion Essbase/Smartview
• Advanced Microsoft Office Excel and PowerPoint skill

Wells Fargo is seeking a Lead Finance Analyst to support the Small and Business Banking balance sheet and revenue forecasting process for the lending portfolio. While providing key support for the portfolio, this role will serve as the lead liaison to multiple partner teams.

In this role, you will:

• Lead targeted efforts including guiding other teammates through balance sheet and revenue quarterly forecasts, related CCAR, and Resolution Planning for the Small and Business Banking lending products
• Serve as a key liaison with the Small & Business Banking Risk team, including risk appetite and loss analysis
• Make recommendations to peers, stakeholders, and leaders
• Demonstrate intellectual curiosity with appropriate skepticism to review, challenge and enhance current processes; take ownership to execute
• Drive analytics to provide management with meaningful insight into underlying impacts of balances and revenue trends
• Ensure accuracy and timeliness of deliverables, establish controlled processes, and support ongoing strategic initiatives and process improvements
• Help build strong relationships and partner closely with Small Business Finance teammates and other key stakeholders, including Small and Business Banking, Corporate Finance, Corporate Enterprise Risk Group, and Risk Modeling Group to drive results and execute on deliverables

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:

• Experience working with asset/liability management or balance sheet forecasting
• Knowledge and understanding of financial analysis, forecasting and analyzing balance sheet and net interest income behavior
• Ability to lead projects independently across a matrixed organization to drive results to completion
• Excellent verbal, written, and interpersonal communication skills
• Track record of strong analytical skills with high attention to detail and accuracy, critical thinking with a willingness to engage in continuous process improvement
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to interpret and communicate complex financial data to a variety of stakeholders and management levels in a clear and concise format
• Ability to work independently, be highly organized, able to prioritize multiple projects, and take on new challenges
• Proficiency in Hyperion Essbase/Smartview
• Advanced Microsoft Office Excel and PowerPoint skills