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Wells Fargo Lead Finance Analyst Revenue Forecasting 
United States, North Carolina, Charlotte 
430114410

07.05.2024


In this role, you will:

  • Provide strategic financial advice and guidance – working with business partners to develop, size and reflect strategic initiatives in the balance sheet and revenue forecast.
  • Research strategies and make recommendations for forward financial planning.
  • Lead complex initiatives on matters related to financial research, reporting and consulting.
  • Drive new initiatives with solid understanding of policies, procedures and compliance requirements.
  • Develop strategic solutions to increase efficiency and effectiveness of forecasting processes, analysis and reporting.
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.

Required Qualifications, US:

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


Desired Qualifications:

  • Auto or other Consumer Lending experience is desired.
  • Advanced Excel, PowerPoint and Essbase skills.
  • Power BI, Tableau and/or similar business intelligence tools.
  • Excellent verbal, written and interpersonal communication skills; ability to communicate complex concepts clearly and concisely to senior leaders across the organization in order to create understanding and influence decisions.
  • Demonstrated ability to influence and lead change, develop innovative solutions, build effective partnerships, and manage cross-functional projects in a matrixed organization.
  • Ability to execute in a fast-paced, demanding environment while balancing multiple priorities.
  • Strong knowledge of financial products with the ability to make the connections between business drivers and balance sheet and P&L impacts.
  • Experience in developing financial projections and establishing financial goals.
  • Experience with cost/benefit analysis onprojects/initiatives.

7 May 2024