About this role:
Wells Fargo is seeking a Lead Finance Analyst
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 companywide advice and technical expertise on matters related to complex financial analysis as well as economic research in support of management decision making functions
- Research strategies and make recommendations for forward financial planning
- Provide support to more experienced professionals in the management of product pricing, portfolio performance, closing research and validation
- 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
- MBA (or) Cost & Management Accountant (or) Chartered Financial Analyst (or) Chartered Accountant
- Candidate should have strong FP&A expertise and has experience in working with senior leaders providing strategic solutions.
- Candidate must have hands on experience in LOB / segment / product reporting / management reporting / dashboard / presentations / Analytics / commentary.
- Candidate should have good hands-on experience on handling end to end aspects of project financials / reporting / forecasting / analysis and plan support.
- Candidate should have good exposure to handling workflow applications, be good with BO and or BI Tools and or similar applications. Good expertise in Data Lineage, data flow / architecture and data quality.
- Candidate should 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.
- Prioritize multiple tasks in a fast-paced environment with critical deadlines.
- Advanced knowledge of Excel, Macros, Business Intelligence tools and Power point.
- Prior experience in FP&A role, with expertise in review and modification of financial reporting along with variance analysis to drive value.
- Expertise with Essbase along with SQL skills and query management. Knowledge of Power BI/ Tableau and data analytics will be added advantage.
- Comfortable to work in flexible timings to maximize overlap with US counterparts.
- Strong analytical and critical thinking skills combined with strategic business focus and ability to lead from the front.
- 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 be a subject matter expert on FP&A and should be good with the numbers, 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.
- Candidate should have good financial acumen and come out with good strategic/ go forward data /analytic support and support the business teams.
- 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.
- Provide detailed analysis, trend analysis and high-level recommendations. Should proactively call out for issues / challenges and come out with solutions.
- Candidate should be good with financial modelling, understand process changes and be good with research and query handling.
- Strong Understanding of Cost side of P&L, Allocation with the principles/methods, capable of deep diving and suggesting right drivers, appropriate allocation of cost.
- Ability to perform complex analyses, build financial models, draw conclusions, and communicate recommendations to business leaders.
16 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.
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.