About this role:
Wells Fargo is seeking a Lead Finance Analyst/VP in the Investment Banking Finance group. This group sits within our Banking CFO organization and acts as a strategic advisor to Investment Banking and Corporate Banking leaders.
In this role, you will:
- Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance
- Provide strategic advisory to senior executives in Banking division
- Demonstrate technical expertise on matters related to financial reporting and forecasting as well as economic research in support of management decision making functions
- Research strategies and make recommendations for forward financial planning
- Create succinct, professional presentations to drive strategic decisioning
- Maintain effective and efficient reporting delivery that meets brand standards and internal control standards
- Lead implementation of financial initiatives
- 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
- 5+ years of experience in Investment Banking or Management Consulting
- Advance degree, CFA charter or CPA
- Strong understanding of Investment Bank and/or Commercial Bank financials
- Advanced knowledge of Excel, PowerPoint and Essbase
- Ability to synthesize data and make recommendations to senior leaders
- Strong verbal and written communication skills
- Experience creating presentations via PowerPoint and presenting to senior leaders
- FP&A experience - quarterly reporting, expense management, headcount tracking
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.
$111,100.00 - $237,100.00
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
2 Jan 2025
* 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.