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About this role:
Wells Fargo is seeking a Lead Finance Analyst to join the WIM Trust Services and Private Wealth Portfolio Management Finance team. This role will be responsible for providing strategic financial support for the Trust Services business. Trust Services provides a comprehensive suite of trust, estate, and philanthropic/nonprofit solutions to help high net worth and ultra-high net worth clients grow, make an impact, and transition their wealth.
In this role, you will:
Lead financial support for Trust Services business and provide direction to other supporting team members.
Provide input to and help drive strategic initiatives to enhance business performance, determine financial impact under various scenarios.
Develop and produce recurring and ad-hoc reporting and analysis to provide financial insights on business financial performance and drivers, provide advice and technical expertise to support decision making.
Implement cohesive dashboard strategy and convert reporting to dashboards where appropriate to encourage the business and finance team to self-serve and enhance data availability.
Review business financial performance and complete monthly forecasts/annual budget.
Research strategies and make recommendations for forward financial planning.
Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance.
Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements.
Enhance process and controls to mitigate operational risks.
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.
Required Qualifications:
Desired Qualifications:
BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting or equivalent.
Ability to successfully operate in a complex and matrixed environment.
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
Exceptional analytical skills with high attention to detail and accuracy
Advanced knowledge and understanding of financial analysis and forecasting methods/processes.
Ability to synthesize complex analytical findings into executive level communications.
Advanced Microsoft Office (Word, Excel, Outlook, PowerPoint, and Visio) skills
Advanced Essbase and SmartView experience.
Experience with PowerBI.
Experience working with changing priorities and deadlines.
Excellent verbal, written, and interpersonal communication skills.
Experience building partnerships and consulting effectively with leadership.
Project management and supervisory experience.
Posting End Date:
18 May 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.
Company: WELLS FARGO BANK
Req Number: R-363920-1
Updated: Mon May 13 00:00:00 UTC 2024
Location: CHARLOTTE,North Carolina