Wells Fargo

Lead Finance Analyst, Vice President

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Charlotte • Iowa • North Carolina • United States

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Job Level

Senior

About the role

  • Provide finance, data, and analytical support to the Affluent / Premier banking business with respect to strategic efforts.
  • Develop management reporting, dashboard, and scorecards to track affluent segment performance and trend variances
  • Develop financial analyses and reporting capabilities that measure the impact of affluent and premier segment initiatives
  • Develop financial tools that support forecasting and provide complex financial analysis in support of affluent segment decision-making
  • Support ongoing strategic initiatives such as forecast transformation efforts, process improvements, etc.
  • Efforts will require cross-functional coordination with partners across CBL and WIM finance.
  • Support will also include regular reporting and updates to senior level finance and business partners.

Requirements

  • 5+ years of Finance experience
  • Bachelor’s degree or higher in a quantitative field such as applied mathematics, statistics, engineering, finance, economics, econometrics or computer sciences
  • Budgeting, forecasting, variance analysis, and performance reporting
  • Experience creating senior executive presentations; clear storytelling with data
  • Banking/Wealth/Premier/Affluent Segment Exposure
  • Excellent analytical, problem-solving skills with high attention to detail and accuracy
  • Experience working in a fast paced, high-output, time sensitive environment.
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint), Essbase skills
  • Cross-Functional Finance Partnership and working with Stakeholders
Benefits
  • Professional development opportunities
  • Flexible working hours
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial analysisbudgetingforecastingvariance analysisperformance reportingdata analysismanagement reportingdashboard developmentscorecard developmentquantitative analysis
Soft Skills
analytical skillsproblem-solving skillsattention to detailcommunication skillsstorytelling with datacross-functional coordinationstakeholder managementorganizational skillstime managementadaptability