Wells Fargo

Lead Finance Analyst - Technology Financial Planning & Analysis

Irving, TX Charlotte, NC
USD 111k - 197k
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Description

About this role:

Wells Fargo is seeking a Lead Finance Analysis to be part of the Technology Financial Planning & Analysis Team.  As part of this team, you will support budgeting, forecasting and monthly close for the Global Technology organization.

The individual should be skilled in driver-based reporting, forecasting, financial data analysis, and scenario modeling to drive actionable insight. The function requires strong influencing skills and provides the opportunity to demonstrate thought leadership to senior management.


In this role, you will:

  • Work closely with seasoned financial professionals across teams and functions to create management information for senior management to aid in understanding the Global Technology expense base and the associated drivers.

  • Partner with leadership to develop long-term strategic plans, financial targets and goals aligned to business strategies

  • Develop high quality presentations and executive level summaries for senior leadership supplemented by fellow FP&A team inputs and analysis

  • Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance

  • Research strategies and make recommendations for forward financial planning

  • Provide support to more experienced professionals in the management of product pricing, portfolio performance, closing research and validation

  • Review technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors

  • Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards

  • Lead implementation of the most complex initiatives impacting multiple lines of business companywide

  • Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements

Required Qualifications:

  • 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Demonstrated experience leading transformational initiatives

  • Strong excel data modeling and analysis skills

  • Demonstrated experience in forecasting, accounting, analytics within banking/financial services industry

  • Prior experience consulting, influencing, and partnering with senior business leaders

  • Experience developing and presenting executive level strategic presentations

  • Strong analytical and critical thinking skills

    Experience in using and manipulating large amounts of data including the ability to build reporting within tools, i.e. PowerBI and Alteryx

Job Expectations:

  • This position offers a hybrid work schedule

  • Required to work in the listed locations

  • VISA sponsorship not available for this role.

 

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$111,100.00 - $197,500.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • 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

Posting End Date:

23 Sep 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.

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.

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