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Senior Financial Analyst

2 months ago

Charlotte, North Carolina, United States Wells Fargo Full time

About this Position:

Wells Fargo is seeking a Senior Financial Analyst to enhance the Home Lending Financial Planning and Analysis efforts. This role will be integral to the Home Lending Finance team and the wider Consumer Lending Finance group, collaborating with finance partners to gain insights into the key business factors affecting financial forecasts, budgets, and month-end discrepancies. Discover more about the career opportunities and business lines available at Wells Fargo.


Key Responsibilities:

  • Oversee intricate projects concerning financial research and reporting, as well as financial advisory related to business performance.
  • Offer organization-wide guidance and specialized knowledge on complex financial analysis and economic research to support management decision-making processes.
  • Supervise the evaluation of financial outcomes against budget and forecast, ensuring that variances are clearly understood and communicated within the Home Lending and Consumer Lending Finance teams.
  • Manage expense oversight processes across Home Lending, including communication, reporting, and variance analysis.
  • Lead initiatives aimed at enhancing financial reporting, including overseeing deliverables for significant strategic projects such as PowerBI and the Home Lending driver database.
  • Assist in the formulation and assessment of monthly forecasts, annual plans, and other ad-hoc projections.
  • Investigate strategies and provide recommendations for proactive financial planning.
  • Support the communication of financial outcomes for inclusion in monthly business reviews and quarterly investor relations reports.
  • Make informed decisions to maintain effective and efficient reporting that aligns with brand and internal control standards.
  • Ensure compliance with the Governance & Oversight Framework, including maintaining updated procedures and documenting RCSA controls; provide guidance and support to the department in fulfilling all required deliverables.
  • Provide leadership by evaluating the impact of deficiencies in management reporting; facilitate discussions with line of business finance teams for resolution; track and document the implementation cycle from the perspective of report owners.
  • Collaborate and consult with peers, colleagues, and managers to address issues and achieve objectives.


Required Qualifications:

  • 5+ years of experience in Finance, or equivalent demonstrated through a combination of work experience, training, military experience, or education.


Preferred Qualifications:

  • BS/BA degree or higher in Finance, Accounting, Analytics, or Economics.
  • Proven ability to manage effectively within a matrixed organization.
  • Self-motivated individual with exceptional critical thinking abilities and a strategic business perspective.
  • Proficient in Microsoft Office, particularly Excel and PowerPoint.
  • Experience in reporting at the executive level.
  • Knowledge of database querying and the creation of ad hoc reporting results using tools like Essbase or similar.
  • Familiarity with financial reporting tools such as PowerBI, Tableau, Alteryx, or comparable software.
  • Ability to organize and manage multiple priorities to achieve results.
  • Strong analytical capabilities with a keen attention to detail and accuracy.
  • Excellent verbal, written, and interpersonal communication skills.

We Value Diversity

At Wells Fargo, we are committed to fostering diversity, equity, and inclusion in the workplace; therefore, we welcome applications from all qualified candidates, regardless of their background.