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
Desired Qualifications:
- Bachelor's/Master’s Degree in Finance, Accounting, Business, or Economics; CA/CFA/MBA
- Total 4+ years of experience in corporate, multi-line business organization with advanced proficiency in PowerBI Desktop/Service understand around DAX (Data Analysis Expression & Power Query)
- Experience with datamodeling, relationships,and visualizationbest practices
- Strong interpersonal and communication skills, including the ability to give presentations and briefings to senior management
- Act as a bridge between technical data teams and finance stakeholders to ensure alignment on data definitions and reporting logic
- Creative and strategic thinking skills, including the ability to analyze business transactions and identify key Finance risks/mitigating controls
Job Expectations:
- Lead or participate in moderately complex initiatives as a technical professional across BI tool spectrum with good hold on financial understanding
- Hands on experience in Automation tools – proven ability to design and implement automation workflows using Alteryx for data integration, transformation of financial dataset
- Advanced PowerBI development skills, designing dashboards, DAX calculations and self-service analytics solutions to support Technology LoB.
- Good to have – understanding around Tachyon or Other equivalent AI tools
- Provide a broad expertise and unique skills used to develop company objectives and standards
- Contribute to large scale projects, initiative such as multi-year planning, automation using future tools/AI
- Ability to perform complex analysis, build financial models, Automate and communicate recommendations to business leaders.
- Establish effective and efficient reporting delivery that meets brand standard and internal control standards
- Provide Automation solution around Workforce Analytics and Reporting; Including Monthly Actuals vs Plan and Forecasting.
- Knowledge (Preferable) of software/Hardware product services, vendor products, Infrastructure cost, storage data centers, vendor contracts and concept of allocations.
- Understanding of Finance application (Apptio, Essbase) & database management system
23 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.