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Finance Analyst

AT Wells Fargo
Wells Fargo

Finance Analyst

Bangalore, India

About this role:

Wells Fargo is seeking aFinance Analyst.

Finance brings together enterprise functions that drive Wells Fargo's financial management, including accounting and control, financial planning and analysis, line of business finance, treasury, tax management, and the company's investment portfolios. They also inform shareholders, regulators, taxing authorities, employees, and leaders of the company's financial performance through earnings releases, investor meetings and conferences, and meetings with regulators and credit rating agencies, following appropriate reporting guidelines

In this role, you will:

  • Participate in functions related to financial research and reporting
  • Forecast analysis of key metrics, as well as other financial consulting related to business performance, operating and strategic reviews
  • Identify opportunities for process improvements within the scope of responsibilities
  • Research moderate to complex financial data in support of management decision-making for a business
  • Create and communicate various activities such as product pricing, product, and portfolio performance
  • Exercise independent judgment to guide key metrics forecasting, closing data and validation
  • Present recommendations for resolving all aspects of delivering key forecasting projections as well as financial reporting to support monthly and quarterly forecasting
  • Develop expertise on reporting that meets brand standards and internal control standards
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Required Qualifications:

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  • 2+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Chartered accountant (or) Cost & Management accountant or MBA Finance with 8+ years of post-qualification experience.
  • Candidate must have hands on experience in LOB / segment / product reporting / management reporting / dashboard / presentations / Analytics / commentary.
  • Minimum 5+ years' experience in finance or reporting roles, including monthly close, management reporting, Reconciliation & General ledger and good with analysis and commentary skills.
  • Preferably should have relevant banking experience into retail, small, consumer banking with hands on experience in management reporting, forecasting and planning process.
  • Candidate should be fairly familiar with the AU/OU/ Hierarchy process and should also be extremely good at change management and ability to turn around the reports not only with speed, but with high quality, integrated controls and checks.
  • Candidate should also have good financial modelling, template building, dashboard and presentation skills as this will really help in transforming the reports to the next level.
  • Candidate should have Essbase, Hyperion expertise in data retrievals from different cubes. (Must have)
  • Ability to work both independently and within team environment. Strong communication and presentation skills.
  • Good understanding of accounting and preferably knowledge around IFRS and US GAAP is an additional advantage.
  • Industry experience strongly preferred.
  • Experience of working across one or more geographic territories or regions.
  • Must be willing to work in UK shift.
Job Responsibilities
  • Reputation for being a highly responsive individual who thrives on achieving results in a large, complex, diverse organization, who respects the culture, is flexible and adaptable.
  • Candidate should have hands on experience on FPNA activities, ability to break the information into meaningful data points, good story writing and commentary skills.
  • Candidate should have good stakeholder engagement skills and should have excellent communication and presentation skills.
  • Ensure appropriate loading and accuracy of the month end close drivers' information and ensure data integrity. Good with data management, data integrity and data lineage.
  • Deliver on Metrics tracking, balances breakdowns, data deep dive's, should be good with fixes, plug data gaps, strong data and bring in improvements wherever applicable.
  • Capable of conducting in-depth research of large data (financial & non-financial) using various tools and providing insightful solutions to stakeholders.
  • Interact / coordinate with different teams to proactively raise any specific issues or challenges around the business and work independently with the concerned teams to resolve issues.
  • Candidate should ensure faster turnaround time on query handling and ad-hoc if any, with good understanding of change management and its likely impacts and consequences.
  • Incumbent should have very good skills on Essbase, SQL (advanced SQL is desired) and query management. Knowledge of Power BI/Tableau and data analytics will be added advantage.
Posting End Date:
19 Dec 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.

Client-provided location(s): Bengaluru, Karnataka, India
Job ID: WellsFargo-R-415963
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • FSA
    • HSA
    • Mental Health Benefits
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Return-to-Work Program
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Performance Bonus
    • Stock Purchase Program
  • Professional Development

    • Tuition Reimbursement
    • Access to Online Courses
    • Internship Program
    • Associate or Rotational Training Program
    • Promote From Within
    • Mentor Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program
    • Unconscious Bias Training

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