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Senior Finance Analyst, Branch Banking Finance

AT Wells Fargo
Wells Fargo

Senior Finance Analyst, Branch Banking Finance

San Francisco, CA

About this role:

Wells Fargo is seeking a Senior Finance Analyst position within Branch Banking Finance supporting Regional Executives within the Branch Banking network. The Senior Finance Analyst is part of the broader Region Finance Support team that provides trusted advice and strategic guidance to Regional Branch Banking Executives, Directors and peer support groups.

In this role, you will:

  • Support Regional Bank Directors to drive business growth by connecting key drivers to financial outcomes with the identification of risk/opportunity and best-in-class practices that can be leveraged across the business
  • Analyze financial and performance metrics, prepare routine and ad-hoc presentations, understand key drivers of results and prepare commentary on a variety of business metrics for Executive Leaders
  • Collaborate with leadership and cross-functional teams to enhance operating models, drive business initiatives, and perform key data analysis
  • Partner with Field Leaders, Recruiting, and HR to monitor and manage Branch staffing. Lead implementation of Staffing Model, optimize workforce strategies, streamline processes, and participate in future development
  • Actively engage with team members and key stakeholders to look for ways to continually simplify, improve and develop existing business processes and controls
  • Serve as a trusted advisor to senior management, supporting strategic initiatives, providing financial analysis, driving process improvement, and providing key business insights
  • Research key forecasting projections as well as management of financial reporting to support monthly and quarterly forecasting, GL research, org structure integrity, and other FP&A support
  • Research moderate to complex financial data in support of management decision making for the business unit
Required Qualifications:

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  • 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Experience consulting effectively with senior leaders and influencing decisions
  • 2+ years of experience working with data to help drive business decisions
  • Ability to work through ambiguity
  • Ability to interpret bank financial statements fluently
  • 2+ years of experience working with P&Ls, balance sheets and general ledger
  • Experience building partnerships and consulting effectively with leadership
  • Expert in Microsoft Office (Excel and PowerPoint preferred)
  • Knowledge and understanding of database querying and creating ad hoc reporting results using SQL, Dimensional (Essbase) or similar querying methods
  • Ability to organize and manage multiple priorities and achieve results
  • Knowledge and understanding of retail banking industry
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
Job Expectations:
  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule
Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$84,000.00 - $179,200.00
Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Posting End Date:
1 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.

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): San Francisco, CA, USA
Job ID: WellsFargo-R-415042-3
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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