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.
28 Aug 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.