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
- Contribute to large scale planning such as economic research in support of management decision making for a business unit
- 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
- Lead team to meet the implementation of 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 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
Required Qualifications for Europe, Middle East & Africa only:
- Experience in Finance or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Experiences in process improvements and automation
- Familiarity of emerging financial / analytical tools - Oracle Financials, Essbase, Power BI, Tableau, Alteryx, Python, etc.
- Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
- Knowledge and understanding of financial analysis, forecasting as well as balance sheet and net interest income behavior
- A strong track record of change management, problem solving, attention to detail, critical thinking with a willingness to engage in continuous process improvement
- Ability to work independently, be highly organized, able to prioritize multiple tasks, and take on new challenges
- Capability to interpret and communicate complex financial data to a variety of stakeholders and management levels in a clear and concise format
- Flexibility to manage multiple projects in a time sensitive environment
- Comfortable to work in Rotational shifts
- CA / CMA / CFA / MBA Graduate with financial or banking sector experience in treasury, finance, change management experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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
- 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
Job Expectations:
- Execute balance sheet and net interest income for the CIB Loan portfolio (inclusive of yields and cost of funds) forecasts on a monthly, and quarterly basis, and for CCAR, and RRP
- Collaborate and consult with business partners such as the broader finance team, treasury functions, Business Finance, Corporate FP&A, Corporate Enterprise Risk Group, and Risk Modeling Group, etc.
- Develop strategies and enhancements to transform the forecast process to achieve optimal automation and process efficiency in partnership with the transformation office
- Ensure data quality, risk mitigation, compliance, and well-controlled processes
- Exercise sound judgement, and apply an appropriate level of skepticism and review and challenge through collaborative partnership with LOB Finance, LOB SME’s
- Produce reporting and analytics to provide management with meaningful insight into underlying drivers impacts balances and yields forecasts
18 Feb 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.