Finance Analyst

7 days ago

Charlotte, United States WELLS FARGO Full time

About this role:

Wells Fargo is seeking a Finance Analyst to support Small and Business Banking (SBB). The individual will be responsible for providing strategic financial support for SB Underwriting and Product Lending teams, liaising with Operations to ensure seamless integration of financial insights and creating transparency into product costs and profitability. This role will focus on direct and indirect expense analysis across the SB Segment and the development of strategies to guide decision-making and optimized performance.

This teammate will partner with senior leaders and key stakeholders to provide insights into business performance through reporting, forecasting, and ad-hoc analysis. The candidate for this role should be able to drive direction and solve problems by taking end-to-end responsibility and initiative to identify areas with opportunity for improvement, engaging individuals from cross-functional teams, understanding root causes, generating new ideas, and tracking progress toward goals.

In this role, you will:

  • Drive financial reporting, forecasting and analysis for the SB Underwriting and Product Lending organizations

  • Develop and deliver insights into product costs and profitability to enhance transparency and support strategic planning

  • Analyze and track expenses, including indirect expenses, to identify trends, variances, and opportunities for cost savings

  • Liaise with Operations to understand cost drivers and ensure alignment between financial strategies and operational practices

  • Prepare and present executive-level presentations to advise leadership on views and issues with high impact on the success of the Small Business delivery channels

  • Proactively partner with teams outside of SBB such as other channel & product Finance/LOB teams, HR, and Controllers to ensure connectivity and integration

  • Maintain a process improvement mindset with a focus on automating/streamlining processes, introducing new ideas and challenging the status quo where appropriate

  • Partner effectively across the SBB Finance team as areas directly supported are integrated with product and FP&A teams

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

  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications, US:

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

Desired Qualifications:

  • Ability to communicate effectively, in both written and verbal formats, with senior leaders

  • Strong analytical skills with high attention to detail and accuracy

  • P&L financial management and forecasting experience

  • Understanding of expenses and cost allocations process

  • Experience with Essbase and Microsoft Office

  • Ability to execute in a fast paced, high demand, environment while balancing multiple priorities

  • Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others

  • Ability to prepare management level presentations

Posting End Date:

15 Sep 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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

Company: WELLS FARGO BANK

Req Number: R-397080

Updated: Sun Sep 08 01:55:12 UTC 2024

Location: CHARLOTTE,North Carolina

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