About this role:

Wells Fargo is seeking a Senior Business Aligned Finance Analyst

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 for a specific business unit, division, or product

• Review and analyze moderately complex data that contributes to large scale planning such as economic research in support of management decision making for a specific business unit, division, or product

• 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 in support of line of business goals

• Lead the implementation of moderately 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 mid-level managers in finance and in a given line of business to resolve issues and achieve goals

• Exercise independent judgment while leveraging a solid understanding of the knowledge policies, procedures, and compliance requirements within the function

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:

• MBA (or) Cost & Management Accountant (or) Chartered Financial Analyst with post-qualification experience.

• Candidate must have hands on experience in LOB / segment / product reporting / management reporting / dashboard / presentations / Analytics / commentary.

• Candidate should have good exposure to handling work flow applications, be good with BO and or BI Tools and or similar applications. Good expertise in Data Lineage, data flow / architecture and data quality.

• Candidate should have essbase, Hyperion, Cognos and should be a subject matter expert in data retrievals from different cubes. ( Must to have)

• Advanced knowledge of Excel, Macros, Business Intelligence tools and Power point.

• Proficiency in AI framework and tools adoption (e.g. python, copilot, gen AI), data querying (SQL), advanced analytics platforms (Power BI, SAS, tableau)

• 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.

• Certification in SAS, Python, Power BI, Power App

Job Expectations:

• Strong analytical and critical thinking skills combined with strategic business focus and ability to lead from the front.

• Reputation for being a highly responsive individual who thrives on achieving results in a large, complex, diverse organization; who respects the culture, is flexible and adaptable.

• 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, good story writing and commentary skills.

• Candidate should be conversant with all the headcount, FTE related reports and should be able to bring in high quality analytics and insights on the same.

• Candidate should possess very strong KPI, metrics related reporting and should be able to independently deliver all metrics (financial and non –financial) related data and analytics.

• Candidate should have good stakeholder engagement skills and should have excellent communication and presentation skills.

• Candidate should have good financial acumen and come out with good strategic/ go forward data /analytic support and support the business teams.

• Interact / coordinate with different teams to proactively raise any specific issues or challenges around the business and work independently with the concerned teams to resolve issues.

• Candidate should be good with financial modelling, budgeting, forecasting, understand process changes and be good with research and query handling.

• Candidate should have good automation and transformation skills, especially in the space of reporting tools such as Power BI, Tableau, or other business intelligence applications.

• Utilize AI tools (e.g., ChatGPT, Copilot) to automate reporting, generate insights, commentaries and improve decision-making.

• Ability to use AI/ML and GenAI initiatives, contributing to model development, integration, and deployment

• Stay current on emerging technologies in AI to support the divisions strategy discussion for future capability development

• Advanced knowledge of enterprise tools like MS Copilot with a strong understanding of prompt engineering.

• Experience with ERP and BI tools (Power BI, Tableau) to generate analysis and reports

Posting End Date:

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 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.