About this role:

Wells Fargo is seeking a Finance Associate.

In this role, you will:

• Participate in researching financial data and reporting the findings within the functional area
• Work in collecting internal financial data, analyze and test for accuracy
• Review tactical issues, policies or procedures for which answers can be quickly obtained, related to risks and deliverables
• Receive direction from supervisor to support operational aspects of work that may include maintaining ledger accounts to ensure accurate maintenance of financial data
• Exercise independent judgment while preparing data for research on product lines and strategic plans
• Understand compliance and risk management requirements for supported area
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:

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

Desired Qualifications:

• MBA (or) Cost & Management Accountant (or) Chartered Financial Analyst with strong post-qualification experience.
• Candidate should have strong FP&A expertise and has experience in working with senior leaders providing strategic solutions.
• Candidate must have hands on experience in LOB / segment / product reporting / management reporting / dashboard / presentations / Analytics / commentary.
• Candidate should have Essbase, Hyperion, Cognos and should be a subject matter expert in data retrievals from different cubes.
• Ability to work both independently and within team environment. Strong communication and presentation skills.
• Prioritize multiple tasks in a fast-paced environment with critical deadlines.
• Advanced knowledge of Excel, Business Intelligence tools and Power point.
• Use DAX queries and functions in Power BI / Tableau to create dashboards and interactive visual reports
• Design, develop and deploy business intelligence solutions with SQL queries to get the data
• Good understanding of Accounting and preferably knowledge of US GAAP is an additional advantage.
• Financial Services (brokerage in particular) Industry experience strongly preferred.

Job Expectations:

• Candidate should be a subject matter expert on FP&A and should be good with the numbers, ability to break the information into meaningful data points

  • Performing variance and trend analyses; Serve as a valuable resource to the other members of the team while promoting knowledge sharing and team collaboration.

  • Recommend business strategies or approaches and provide input to the finance leaders and business leaders based on various analyses

  • Good with financial modelling, understand various process and execute enhancements to make the processes robust and efficient

  • Good stakeholder engagement skills and should have excellent communication and presentation skills.

  • Strong analytical and critical thinking skills combined with strategic business focus and ability to lead

  • Capable of conducting in-depth research of large data (financial & non-financial) using various tools and providing insightful solutions to stakeholders.

  • Capable of planning and executing projects through timely tracking and delivering them to stakeholders.

  · Have good financial modelling, template building, dashboard and presentation skills as this will really help in transforming the reports to the next level.

  · Ability to perform complex analyses, build financial models, draw conclusions, and communicate recommendations to business leaders.

Posting End Date:

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

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.