Sr Avp Fp & - Cdai jobs at Wells Fargo in India, Hyderabad

In this role, you will:

• Lead or participate in moderately complex initiatives related to financial research, analysis, and reporting
• Review and analyze moderately complex financial data while providing a broad expertise and unique skills used to develop key metrics reporting, including but not limited to budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting, reviews, and presentation
• Contribute to large scale planning such as economic research in support of management decision making
• Research key financial metric forecasting projections as well as management of financial reporting to support forecasting and budgeting processes
• Develop strategies and make recommendations for forward financial planning as well as enhancing financial reporting
• Lead projects to meet the implementation of moderately complex projects impacting one or more lines of business and exercise independent judgment while leveraging a solid understanding of the function, policies, procedures, and compliance requirements
• Establish effective and efficient reporting delivery that meets brand standard and internal control standards
• Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals

Required Qualifications:

• 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Qualified BCom/MBA/CA Inter or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting. Advanced degree with focus on International Business, Finance and/or Tax preferred
• Prior work experience in the financial or banking industries with good understanding of various businesses & products
• Ability to work effectively in a team environment with different lines of business & cross-functionally to achieve Finance and Organization priorities
• Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
• Excellent analytical, organization and problem-solving skills with strong attention to detail and accuracy
• Strong oral and written communication skills
• Good Excel skills with knowledge of financial modelling

Job Expectations:

• Responsible for preparing complex monthly income attribution tools for various businesses including Securities, Investment Banking, Capital Markets, Lending and Global Payments using appropriate methodologies such as revenue split, residual profit or cost-plus calculations
• Develop, enhance and operate financial End User Computing Tools while complying with governance requirements (In Alteryx)
• Prepare any financial, legal, regulatory & management reporting related to income attribution
• Take the lead in understanding & resolving any issues or new developments and providing guidance on recommended actions
• Work closely with the Wells Fargo Enterprise Cost Team and the Finance teams in international regions & US
• Actively participate in Finance initiatives, including implementation of Alteryx, ad hoc analysis and projects

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Provide consultation to more experienced leadership for financial accounting related matters
• Perform complex activities associated with maintaining ledger accounts, developing financial statements and regulatory reports
• Gather and review financial data for financial and regulatory reports
• Review data from the general ledger, unit reports and various financial systems to ensure accuracy
• Prepare and review account reconciliations and certifications
• Analyze projects relating to financial accounting procedures, methods or systems
• Perform ongoing financial control functions in accordance with internal controls policies
• Provide functional advice and training to individuals
• Provide support for compliance and risk management requirements
• Collaborate and consult with stakeholders throughout the enterprise

Required Qualifications:

• 2+ years of Finance, Accounting, Analytics, Financial Reporting, Accounting Reporting or Risk Reporting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Performs accounting method check by validating actual accounting method used versus system recommended based on percentage of ownership
• Manually book equity pick up and/or OTTI entries in Simcorp Dimensions, uploaded in Eagleweb for US review and approval, pushed to final GL – based on requests from various business groups
• Shadow book in Investran all REEF and non-REEF transaction located in General Ledger
• Responsible for deal building, cash postings and monthly reconciliation of non-marketable equity deals
• Conducts balance review of capital stock and additional paid in capital for NMEI deals
• Reviews monthly basis adjustments for renewable deals as per monthly amortization schedule
• Provide support and review for all NMEI sold deals receivables
• Conduct research and accounts for mismatches
• Producing ad hoc queries and reports to assist in business analysis and project execution
• Participation in status meetings/calls, project planning and verbal and written updates
• Ability to plan, prioritize and execute with minimal supervision

Job Expectations:

• 7 years of experience in finance and accounting
• CPA/CA or Bachelors/MBA in Finance, Accounting, or Business
• Knowledgeable in accounting for private equity and securities products, reconciliations and the monthend general ledger close process
• Excellent problem solving, analytical and technical skills with ability to apply critical judgement and come up with effective decisions
• Strong verbal and written communication skills and proficiency for detailed documentation with ability to validate work
• Proficiency in Microsoft excel with ability to streamline reporting needs
• Detail oriented, ability to work in past paced environment and able to meet stringent deadlines
• Ability to plan, prioritize and execute with minimal supervision

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Lead or participate in moderately complex initiatives as a technical professional

• Provide a broad expertise and unique skills used to develop company objectives and standards for a specific business unit, division, or product

• Review and analyze moderately complex data that contributes to large scale planning such as economic research in support of management decision making for a specific business unit, division, or product

• Research key forecasting projections as well as management of financial reporting to support monthly and quarterly forecasting

• Perform work on significant and unique issues involving data and evaluation or highly complex situations

• Develop strategies and make recommendations for forward financial planning in support of line of business goals

• Lead the implementation of moderately complex projects impacting one or more lines of business

• Establish effective and efficient reporting delivery that meets brand standard and internal control standards

• Collaborate and consult with peers, colleagues, and mid-level managers in finance and in a given line of business to resolve issues and achieve goals

• Exercise independent judgment while leveraging a solid understanding of the knowledge policies, procedures, and compliance requirements within the function

Required Qualifications:

• 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• CA / CMA / MBA Graduate with experience of financial or banking sectors

• Progressive track record of management reporting experience with familiarity of running and or working in a geographically diverse team.

• Strong Financial analysis and experience in providing timely and relevant recommendations to drive business decisions and outcomes.

• Demonstrable change management skills, particularly those involving process re-engineering and systems change.

• Strong interpersonal and communication skills, including the ability to give presentations and briefings to senior management.

• Creative and strategic thinking skills, including the ability to analyze business transactions and identify key Finance risks/mitigating controls,

• Ability to work under pressure and maintain high energy levels.

• Must be able to work independently with positive collaboration within a fast paced, team environment.

Corporate & Investment Banking (CIB)

Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

About the Role:

Wells Fargo is seeking a Senior Finance Analyst to focus on balance sheet and net interest income forecasting, reporting, and analytics across baseline forecasts, stress tests, resolution and recovery planning, and other financial management processes for the CIB Banking business. This role will report to the CIB Finance Manager based in India.

• Execute balance sheet and net interest income (inclusive of yields and cost of funds) forecasts, reporting, and analytics related to deposits, loans, or other products.

• Contribute to wide reaching Stress Test and Resolution Planning process and related documentation including partnership with Business Finance, Corporate FP&A, Corporate Enterprise Risk Group, and Risk Modeling Group

• Build deep understanding of dynamics and assumptions related to model assumptions, including management judgement, and other drivers used to build balance sheet and net interest income projections.

• Produce complex reporting and analytics to provide management with meaningful insight into underlying drivers impacts balances and income forecasts.

• Ensure accurate recurring deliverables are completed timely, establish controlled processes, and support ongoing strategic initiatives such as forecast transformation efforts, process improvements, forecasting model built-out and enhancement, etc.

• Responsible for compliance with forecast governance and oversight requirements and ensuring that model KPIs are properly tracked, model risks are appropriately managed and mitigated.

• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

• Strong analytical, reporting and presentation skills.

• Exposure to key accounting tools like Oracle Financials, Essbase etc.

• High integrity and do what is right, fair and respectful.

• Innovative problem solver

• Relationship building skills.

• Attention to detail – Recognizes the importance of detail to ensure data integrity.

• Comfortable to work in Rotational shifts.

• Advanced Microsoft Office (Word, Excel and PowerPoint) skills and exposure to tools such as Power BI, Tableau, Alteryx would be an added advantage.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives

• Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics

• Determine areas of strength or Business Execution opportunity within defined scope of work

• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations

• Utilize independent judgment to guide moderate risk deliverables

• Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business

• Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business

• Collaborate and consult with leaders and executive management

• Provide work direction to lessexperienced Strategyand Execution staff

Required Qualifications:

• 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Deep Expertise in Agile Frameworks (Scrum, Kanban, SAFe, etc.) with demonstrated ability to tailor practices to context and need

• Prior success delivering Agile transformations in large, complex environments (20+ teams)

• Exceptional verbal, written, and presentation skills, with the ability to facilitate workshops, training sessions, and leadership updates. Able to communicate thoughts, concepts, practices effectively at all levels, adjusting approach as needed to a target audience.

• Experience developing partnerships with strong ability to influence, collaborate with other business and functional areas, and overcome resistance to change

• Highly motivated with an organized work style and the ability to execute in a fast paced, high demand, environment while balancing multiple priorities

• Strong analytical ability used to identify risks, confidently raise issues, and escalate appropriately

Job Expectations:

• Build relationships and act as an advisor to product leadership and teams to guide and influence transformational changes for highly complex business needs

• Strategically engage with all levels of professionals and managers across the enterprise to translate Agile and product theory into practical and tangible actions which upskill people, and help evolve how teams work together

• Execute discovery of products and continuous delivery of customer centric work, including creation of product roadmaps, development of product area backlogs, and iterative application development using modern engineering practices

• Foster maturation of Agile behaviors and delivery concepts across all levels of staff, and coach teams to consider readiness, complexity, pragmatic strategies, and the structure required to support software and enable transformation success

• Lead the strategy and resolution of highly complex challenges by asking open, analytical questions to help rethink, change and coordinate the way work is structured

• Actively participate in forums and communities of practice to provide strategic thought leadership and guidance on proven approaches for resolving impediments to accelerate delivery

• Work with product managers and product owners on the beneficial use of metrics for continuous improvements and data-inspired decisions

• Bring technical expertise on modern tools & systems while leveraging industry best practices on solutioning.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Lead or participate in moderately complex initiatives related to financial research, analysis, and reporting
• Review and analyze moderately complex financial data while providing a broad expertise and unique skills used to develop key metrics reporting, including but not limited to budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting, reviews, and presentation
• Contribute to large scale planning such as economic research in support of management decision making
• Research key financial metric forecasting projections as well as management of financial reporting to support forecasting and budgeting processes
• Develop strategies and make recommendations for forward financial planning as well as enhancing financial reporting
• Lead projects to meet the implementation of moderately complex projects impacting one or more lines of business and exercise independent judgment while leveraging a solid understanding of the function, policies, procedures, and compliance requirements
• Establish effective and efficient reporting delivery that meets brand standard and internal control standards
• Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals

Required Qualifications:

• 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Qualified BCom/MBA/CA Inter or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting. Advanced degree with focus on International Business, Finance and/or Tax preferred
• Prior work experience in the financial or banking industries with good understanding of various businesses & products
• Ability to work effectively in a team environment with different lines of business & cross-functionally to achieve Finance and Organization priorities
• Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
• Excellent analytical, organization and problem-solving skills with strong attention to detail and accuracy
• Strong oral and written communication skills
• Good Excel skills with knowledge of financial modelling

Job Expectations:

• Responsible for preparing complex monthly income attribution tools for various businesses including Securities, Investment Banking, Capital Markets, Lending and Global Payments using appropriate methodologies such as revenue split, residual profit or cost-plus calculations
• Develop, enhance and operate financial End User Computing Tools while complying with governance requirements (In Alteryx)
• Prepare any financial, legal, regulatory & management reporting related to income attribution
• Take the lead in understanding & resolving any issues or new developments and providing guidance on recommended actions
• Work closely with the Wells Fargo Enterprise Cost Team and the Finance teams in international regions & US
• Actively participate in Finance initiatives, including implementation of Alteryx, ad hoc analysis and projects

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Lead or participate in moderately complex initiatives related to financial research, analysis, and reporting
• Review and analyze moderately complex financial data while providing a broad expertise and unique skills used to develop key metrics reporting, including but not limited to budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting, reviews, and presentation
• Contribute to large scale planning such as economic research in support of management decision making
• Research key financial metric forecasting projections as well as management of financial reporting to support forecasting and budgeting processes
• Develop strategies and make recommendations for forward financial planning as well as enhancing financial reporting
• Lead projects to meet the implementation of moderately complex projects impacting one or more lines of business and exercise independent judgment while leveraging a solid understanding of the function, policies, procedures, and compliance requirements
• Establish effective and efficient reporting delivery that meets brand standard and internal control standards
• Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals

Required Qualifications:

• 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Expectations:

• 8–10 years of experience in Finance, or equivalent demonstrated through work experience, training, military service, or education.
• Strong understanding of financial planning, forecasting, and variance analysis.
• Advanced proficiency in Excel and PowerPoint; experience with financial modeling and business intelligence tools.
• Excellent communication, storytelling, and stakeholder engagement skills, with the ability to influence senior leaders.
• Ability to manage multiple priorities in a fast-paced, matrixed environment.

Desired Qualifications:

• Exposure to AI business models and financial support for data science or analytics teams.
• Strong storytelling and data visualization skills to translate financials into compelling narratives.
• Proficiency in Power BI for dashboarding and reporting.
• Experience in performance reporting, headcount analysis, and cost optimization.
• High attention to detail and accuracy in financial analysis and reporting.
• Flexibility to work across time zones and collaborate with U.S.-based counterparts.
• Lead or contribute to moderately complex financial initiatives, including forecasting, budgeting, and performance analysis for CDAI programs.
• Build and maintain financial models to support scenario planning, investment decisions, and ROI analysis.
• Analyze past results, perform variance analysis, and provide actionable commentary to senior leadership.
• Develop and deliver executive-ready presentations and dashboards using tools like Power BI and Excel.
• Collaborate with cross-functional teams (Data Science, Strategy, Risk, Technology) to align financial insights with business goals.
• Identify and drive process improvements, including automation of reporting and forecasting tools.
• Support ad hoc analysis and business case development for new AI and analytics capabilities.
• Ensure compliance with internal controls and reporting standards.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Participate in functions related to financial research and reporting in support of a specific business unit, division, or product

• Review and forecast analysis of key metrics, as well as other financial consulting related to business performance, operating and strategic reviews

• Identify opportunities for process improvements within the scope of responsibilities

• Research low to moderately complex financial data in support of management decision-making for a specific business unit, division, or product

• Create and communicate various activities such as product pricing, product, and portfolio performance

• Exercise independent judgment to guide key metrics forecasting, closing data and validation

• Present recommendations for resolving all aspects of delivering key forecasting projections as well as financial reporting to support monthly and quarterly forecasting

• Develop expertise on reporting that meets brand standards and internal control standards

• Collaborate and consult with peers, colleagues, internal partners and managers within finance and a given line of business to resolve issues and achieve goals

Required Qualifications:

• 2+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Good understanding of accounting and preferably knowledge of US GAAP is an additional advantage.

• Financial Services (brokerage in particular) Industry experience strongly preferred.

• Certification in SQL, SAS, Python, Power BI, Power App

Job Expectations:

• Candidate should be a subject matter expert on banking products, preferably the Wealth Business, with hands-on experience in leveraging AI to augment LOB financial planning, budgeting and forecasting.

• Ability to support planning of AI adoption, influence stakeholders and execute to improve FP&A end user experiences.

• Ability to engineer LLMs to auto generate executive summaries and analysis of Income/Cost/FTE reports for the LOB.

• Use JupyterNotebooks, GoogleColab, or similar platforms to build and deploy financial models using Python.

• Utilize AI tools (e.g., ChatGPT, Copilot) to automate segmental reporting, generate insights, commentaries and improve decision-making for the function.

• Collaborate with WIM product and finance head to contribute on all strategic initiatives.

• Stay current on emerging technologies in AI to support the division’s strategy discussion for future capability development.

• Advanced knowledge of enterprise tools like MS Copilot, NotebookLM etc. with a strong understanding of Prompt Engineering.

• Experience with ERP and BI tools (Power BI, Tableau) to generate analysis and reports.

• Strong analytical and critical thinking skills combined with strategic business focus and ability to lead from the front.

• Candidate should possess very strong KPI, metrics related reporting and should be able to independently deliver all metrics (financial and non-financial) related data and analytics.

• 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 be good with financial modelling, budgeting, forecasting, understand process changes and be good with research and query handling.

• Candidate should have good automation and transformation skills, especially in the space of reporting tools such as Power BI, Tableau, or other business intelligence applications.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.