Lead Finance Analyst

1 week ago


Irving, Texas, United States WELLS FARGO BANK Full time
About this Role

We are seeking a highly skilled Lead Finance Analyst to join our Technology Financial Planning & Analysis Team at Wells Fargo Bank. As a key member of this team, you will play a critical role in supporting budgeting, forecasting, and monthly close for the Global Technology organization.

Key Responsibilities
  • Collaborate with seasoned financial professionals across teams and functions to create management information for senior management to aid in understanding the Global Technology expense base and the associated drivers.
  • Partner with leadership to develop long-term strategic plans, financial targets, and goals aligned to business strategies.
  • Develop high-quality presentations and executive-level summaries for senior leadership supplemented by fellow FP&A team inputs and analysis.
  • Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance.
  • Research strategies and make recommendations for forward financial planning.
  • Provide support to more experienced professionals in the management of product pricing, portfolio performance, closing research, and validation.
  • Review technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors.
  • Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards.
  • Lead the implementation of the most complex initiatives impacting multiple lines of business companywide.
  • Meet deliverables and drive new initiatives with a solid understanding of policies, procedures, and compliance requirements.
Requirements
  • 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications
  • Demonstrated experience leading transformational initiatives.
  • Strong Excel data modeling and analysis skills.
  • Demonstrated experience in forecasting, accounting, analytics within the banking/financial services industry.
  • Prior experience consulting, influencing, and partnering with senior business leaders.
  • Experience developing and presenting executive-level strategic presentations.
  • Strong analytical and critical thinking skills.
  • Experience in using and manipulating large amounts of data, including the ability to build reporting within tools, i.e., PowerBI and Alteryx.
Job Expectations
  • This position offers a hybrid work schedule.
  • Required to work in the listed locations.
  • VISA sponsorship not available for this role.

We offer a comprehensive set of benefits to our employees, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance, parental leave, critical caregiving leave, discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.



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