About this role:
Wells Fargo is seeking a Lead Finance Analyst to join the Wealth and Investment Management (WIM) Finance Deposits team. The team is focused on providing strategic financial guidance and advice to the WIM Deposits leadership team. This role will be instrumental in providing core financial reporting and analysis along with support for key strategic priorities that the WIM Deposits team is executing against. This role will also have to partner with other key WIM and Corporate Finance teams, including Treasury, WIM FP&A and BLT FPA along with others.
In this role, you will:
- Lead and facilitate initiatives on matters related to WIM Deposits as well as financial consulting related to WIM Deposits business performance
- Lead the efforts of team members, providing instruction and guidance in order to deliver on goals.
- Ability to lead discussions and idea generation with finance senior management, cross functional partners and with WIM business leaders.
- Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance
- Research strategies and make recommendations for forward financial planning
- Review technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors
- Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards
- Lead implementation of the most complex initiatives impacting multiple lines of business companywide
- Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
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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
- Experience in Finance or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Extensive Financial analytics and reporting Experience
- Business Strategic Finance support experience
- Advanced Excel
- Power Bi
- Financial Industry Experience
- Wealth Management Experience
- Work in one of the locations listed/hybrid schedule
- VISA Sponsorship unavailable
29 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.
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