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Lead Finance Analyst

AT Wells Fargo
Wells Fargo

Lead Finance Analyst

Des Moines, IA

About this role:

Wells Fargo is seeking a Lead Finance Analyst to join the Branch Banking FP&A team within Consumer and Small Business Banking (CSBB). This role will report to the Finance Sr. Manager and lead a workstream within the FP&A team responsible for month-end close and financial reporting, business review material preparation, and key risk and compliance control processes. This position requires strong communication and financial technical skills with ability to analyze data developing business insights, metrics and/or reporting that drives strategic decision making.

In this role, you will:

  • Lead the month-end close cycle and financial reporting deliverables for Branch Banking.
  • Lead the preparation of business review materials for Branch Banking and CSBB senior leadership.
  • Perform RCSA to proactively identify, assess, and monitor our processes, risks, and controls to help reduce the risk of adverse events and issues.
  • Drive adoption of new technology and reporting capabilities within the FP&A team.
  • Lead complex initiatives on matters related to research and improving process efficiencies.
  • Provide compliance expertise and potential solutions to identified gaps and associated risks as applicable.
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.
Required Qualifications, US:

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  • 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
  • Ability to synthesize complex findings and communicate results to Finance leaders.
  • Strong analytical skills and critical thinking skills with intellectual curiosity with attention to detail and accuracy
  • Excellent time management skills and ability to multi-task and handle competing priorities under pressure.
  • Excellent verbal, written, and interpersonal communication skills.
  • Experienced in SharePoint design and maintenance and PowerBI.
  • Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members.
  • Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Large Financial Institution experience OR Big 4
  • FPA experience
  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting.
Posting End Date:
22 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): Des Moines, IA, USA
Job ID: WellsFargo-R-416171
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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