Senior Finance Analyst - Technology Portfolio Support at Wells Fargo
Charlotte, North Carolina, USA -
Full Time


Start Date

Immediate

Expiry Date

04 Dec, 25

Salary

0.0

Posted On

05 Sep, 25

Experience

4 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Finance, Powerpoint, Tableau, Economics, Thinking Skills, Analytics, Soft Skills, Microsoft Office, Documentation, Training, Databases, Essbase

Industry

Financial Services

Description

DESIRED QUALIFICATIONS:

Technical Skills:

  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Economics.
  • Relevant employment experience in financial services / banking industry.
  • Strong technical skills including reporting databases and Microsoft Office (and specifically MS Excel, PowerPoint, and Tableau)
  • Experience with controls compliance and documentation
  • Experience with Essbase.

Soft Skills:

  • Ability to successfully operate in a complex and matrixed environment.
  • Strong analytical and critical thinking skills and ability to prepare and present analysis and recommendations.
  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management.
  • Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing and fostering strong partnerships.
  • Sense of urgency, passion for results, and personal accountability for achievement.
  • Ability to influence and partner with senior business leaders to gain commitment to accomplish business goals.

Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process .

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:

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

Wells Fargo is seeking a Senior Business Aligned Finance Analyst for the Technology Finance Division to support the portfolios for Digital Technology & Innovation, Enterprise Functions Technology, and COO Technology

In this role, you will:

  • Partner across Technology, Finance and Product teams in inputting the portfolio forecast
  • Prepare presentations to summarize results or present requirements to technology partners
  • Create trend analysis and research variances
  • Execute input/output controls
  • Data compilation including retrieving from various input templates
  • Support key management reporting processes including month end reporting and financial reviews
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Exercise independent judgment while leveraging a solid understanding of the policies, procedures, and compliance requirements within Technology Finance

Required Qualifications:

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