Wells Fargo

Lead Financial Reporting Analyst – Regulatory Reporting

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • Minnesota • North Carolina • United States

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Salary

💰 $119,000 - $206,000 per year

Job Level

Senior

About the role

  • Partner with Business Controllers, Regulatory Interpretation, and Controllers Transformation teams to ensure consistent interpretation and application of regulatory reporting requirements across the enterprise.
  • Ensure compliance with the Company’s Financial Reporting Governance & Control, RCSA, and Data Management Policies, which includes performing, reviewing, and identifying enhancement opportunities for internal controls.
  • Provide guidance and support to ensure timely and accurate completion of all regulatory reporting deliverables.
  • Assess the impact of reporting errors and deficiencies, lead discussions with line of business reporting teams, and track resolution efforts in accordance with policy requirements.
  • Lead effective change management by clearly communicating regulatory reporting changes and ensuring appropriate implementation of new or revised requirements across stakeholders.
  • Serve as a subject matter expert providing business knowledge and technical interpretation to support strategic automation and implementation of counterparty reporting in Axiom and Power BI.
  • Provide technical advisory support on regulatory reporting matters that arise in a continually changing environment.
  • Act as a change agent in driving best practices, standardization, and continuous improvement within the regulatory reporting function.
  • Identify opportunities to leverage automation, analytics, and AI to streamline manual reporting processes and enhance control effectiveness.
  • Partner with Technology teams to design, implement, and sustain automated solutions aligned with regulatory and risk management requirements.
  • Support enterprise transformation initiatives related to reporting modernization and data transparency.
  • Serve as a liaison with internal testing teams and external regulatory agencies, supporting regulatory exams or inquiries and reporting reviews.
  • Provide strategic consultation and clear communication to senior leadership across the enterprise on regulatory reporting matters.
  • Act as a team lead by providing work guidance, coaching, and mentorship to other analysts.
  • Collaborate and consult with peers, colleagues, and managers to resolve complex issues and achieve shared objectives.

Requirements

  • 5+ years of Finance, Accounting, Financial Reporting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Demonstrated subject-matter expertise in Regulatory Counterparty reporting, including (FFIEC 009/A, FR2510, FR2590, TIC reporting) and related regulatory environment knowledge.
  • CPA preferred
  • Superior project management skills including the ability to handle multiple projects concurrently
  • Leadership experience with a focus coaching, training, and mentoring others
  • Strong analytical skills with high attention to detail and accuracy
  • Extensive knowledge and understanding of research and analysis
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Expertise in AI-driven automation tools and proficiency using Axiom and Power BI for reporting is preferred
  • Ability to translate and summarize complex data into understandable, actionable information and recommendations
  • High level of proficiency in Microsoft Office (Word, Excel, Outlook and PowerPoint)
  • Excellent verbal, written, and interpersonal communication skills
Benefits
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
FinanceAccountingFinancial ReportingRegulatory Counterparty reportingProject ManagementAnalytical SkillsResearch and AnalysisData AnalysisAutomationReporting
Soft Skills
LeadershipCoachingTrainingMentoringCollaborationAdaptabilityCommunicationAttention to DetailFlexibilityProblem Solving
Certifications
CPA