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Senior Finance Analyst - CIB COO Finance - Military Veterans

at Wells Fargo

About this role:

Wells Fargo is seeking a Senior Finance Analyst to join CIB FP&A, supporting the Corporate Investment Business COO and Support organizations (Executive Admin, Strategy, Chief of Staff, Project Investments). The Senior Financial Analyst will play a key role in supporting the build out of the next generation of reporting and analysis for Business Leadership as well Finance Leadership. This role partner directly with the business to assure accurate forecasts and expense initiatives are maintained on a monthly/quarterly basis.

In this role you will:

  • Identify opportunities for efficient and effective support in providing key finance services such as management reporting and research for key metric forecasting
  • Organize and lead meetings to explain financial results to business leaders and challenge LOBs to be as cost efficient as possible
  • Assist in enhancing performance metrics and reporting requirements as needed; Develop insights and narratives for leadership
  • Maintain monthly and quarterly Finance routines, including:
    • Preparing standardized monthly reporting packages (and meeting with the LOBs as needed) to review financial actuals, highlighting drivers for increases/declines.
    • Managing a headcount and expense forecasting framework, identifying ways to make the process simpler for all those involved.
    • Forecast and plan for the CIB Support team
    • Assist the LOBs in researching incoming and outgoing allocations (INIE) to understand key drivers and challenge where appropriate.
    • Cleaning up and aligning the finance hierarchy to create transparency as well as incorporate move the line activities
  • Collaborate with multiple stakeholders to drive consensus and deliver forward-looking solutions
  • Central point of contact for financial-related issues ensuring a timely resolution


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


Desired Qualifications:
  • 4+ years of reporting experience, analytics experience, data management, business analysis or a combination
  • Essbase experience with expertise in retrieving data
  • Strong analytical skills with high attention to detail and accuracy
  • 4+ years of experience with headcount planning and expense management
  • Knowledge and understanding of data quality and challenges
  • Ability to articulate complex concepts in a clear manner
  • Ability to work both independently and/or within a team environment, is self-motivated, and flexible/adaptable to change


Job Expectations:
  • This position offers a hybrid work schedule
  • VISA sponsorship not available for this role


Posting End Date:

6 Oct 2024
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US:All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

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.

Charlotte, NC

Wells Fargo

At Wells Fargo, we’ve been proudly supporting military veterans and their families for more than 170 years.

We value the leadership, discipline, and skills you’ve gained through your service to our country and recognize the contributions our veteran team members bring to the table. We’re committed to hiring and retaining military veterans, veterans with disabilities, National Guard, Reservists, and Military Spouses.

As a Wells Fargo employee, you’ll find a work culture that is team-oriented, collaborative, structured, and challenging. We support veterans transitioning from military service with a variety of job options, confidential resources, educational information, and career guidance. You may choose to join our Veteran’s Connection Employee Resource Group, a group of thousands who share an interest in veterans’ matters, and that promotes greater awareness and job development within the veteran community. To learn more about opportunities at our company, please visit wellsfargojobs.com/military. Let’s talk about turning your military experience into a great civilian career.

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