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 .

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:

• Strategic planning financials, budgeting, forecasting background
• Ability to present complex material in a digestible, consumable manner to Sr and Executive leaders
• Ability to translate and summarize complex data into understandable, actionable information and recommendations through excellent verbal, written, and interpersonal communication skills
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint, Teams).
• Experience developing partnerships and collaborating with other business and functional areas in a global, matrixed organization
• Excellent analytical, problem-solving skills with high attention to detail and accuracy
• Experience in gathering, analyzing and interpreting large datasets.
• Enjoy working in a fast paced, high-output, time sensitive environment

Wells Fargo is seeking a Lead Finance Analyst to lead financial analysis for Deposit Finance team - including management of product and deepening reporting, establish KPIs / OKRs, develop business cases for various initiatives, partner with strategy and analytics to drive financial analysis, and partner with teams to oversee expenses

In this role, you will:

• Support leadership in developing financial research, forecasting of financial metrics, operating and strategic reviews
• Recommend solutions based on data that may have critical impact on long term business performance
• Deliver solutions on long term strategy for efficient and effective process in support of providing key metrics
• Provide vision, direction and expertise to more experienced leadership by recommending compliance and risk requirements for supported area
• Lead large companywide complex projects and initiatives to drive change and success
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Create and manage new product / segment reporting
• Create and manage Cross Line of Business Deepening with deposits view along with partnering with other consumer products teams
• Manage KPIs/OKRs for the business including creating long term targets
• Partner with other team member to manage expenses
• Develop business cases for various product initiatives
• Participate in business investment planning and size financial impact for various initiatives
• Partner with strategy and analytics to drive various analysis
• Lead various adhocs deposits finance team

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:

• Strategic planning financials, budgeting, forecasting background
• Ability to present complex material in a digestible, consumable manner to Sr and Executive leaders
• Ability to translate and summarize complex data into understandable, actionable information and recommendations through excellent verbal, written, and interpersonal communication skills
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint, Teams).
• Experience developing partnerships and collaborating with other business and functional areas in a global, matrixed organization
• Excellent analytical, problem-solving skills with high attention to detail and accuracy
• Experience in gathering, analyzing and interpreting large datasets.
• Enjoy working in a fast paced, high-output, time sensitive environment.