Finance Technology - Senior Lead Business aligned Fin. Analyst
Wells Fargo6 months ago
Charlotte, North Carolina, United States
Hybrid
Full-time
Junior Level (1-3 years)
Job Description
Position Overview
Wells Fargo is seeking a Senior Finance Analyst responsible for supporting Consumer Technology Product and Investment financials for the Consumer Lines of Business.
Key Responsibilities
- Act as an advisor to senior leadership in developing financial research, forecasting of financial metrics, operating and strategic reviews
- Recommend solutions based on financial data and economic research that may have critical impact on long term business performance
- Lead the strategy and resolution of highly complex challenges on product pricing, portfolio performance, key metrics forecasting and various financial assessments related to business activities
- Deliver solutions on long term strategy for efficient and effective processes in support of providing key finance services such as management reporting, planning, and balance sheet data
- Coordinate highly complex activities, with the guidance of others, to implement key risk initiatives
- Provide vision, direction and expertise to senior leadership by recommending compliance and risk requirements for the supported area
- Work with other stakeholders to implement key risk initiatives
- Lead large, companywide complex projects and initiatives to drive change and success
- Strategically engage with peers, colleagues and serve as an expert advisor to managers to resolve issues and achieve goals
Required Qualifications
- 7+ years of Finance experience, or equivalent demonstrated through work experience, training, military experience, or education
Preferred Qualifications
- Knowledge and understanding of financial products
- Strong analytical skills with high attention to detail and accuracy
- Financial modeling experience
- Ability to work effectively in a team environment and across all organizational levels
- Ability to synthesize data and make recommendations to executive leaders
- Experience creating presentations via PowerPoint and presenting to executive leaders
- Excellent verbal, written, and interpersonal communication skills
- Master of Business Administration (MBA) or Certified Public Accountant (CPA)
Compensation
Base pay range: $159,000.00 - $279,000.00. Please note that pay may vary depending on achievements, skills, experience, and work location.
Benefits & Perks
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life, critical illness, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Required Skills
Portfolio Performance
Data Analysis
Pricing Strategy
Budgeting
Team Leadership
Forecasting
Regulatory Compliance
Strategic Planning
Stakeholder Engagement
Risk Management
Presentation Skills
Financial Modeling
Management Reporting
Financial Analysis
Communication