About this role:

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

Posting End Date:

20 Sep 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.

Company: WELLS FARGO BANK

Req Number: R-402013

Updated: Wed Sep 18 04:21:37 UTC 2024

Location: CHARLOTTE,North Carolina