Lead Business Aligned Finance Analyst : CIB Finance - Markets

Wells Fargo is seeking a Lead Business Aligned Finance Analyst.

In this role, you will:

• Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance for a specific business unit, division, or product
• Provide companywide advice and technical expertise on matters related to complex financial analysis as well as economic research in support of management decision making functions
• Research strategies and make recommendations for forward financial planning in support of line of business goals
• Provide support and influence in the management of product pricing, portfolio performance, closing research and validation
• Review and analyze multi-faceted 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 complex initiatives impacting multiple lines of business companywide
• Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements
• Strategically collaborate and consult with peers, colleagues and mid-level to senior managers in finance and in a given line of business to resolve issues and achieve goals

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

• Strong analytical, reporting and presentation skills
• CA / CMA / MBA Graduate with experience of financial or banking sectors experience
• Exposure to key accounting tools like Oracle Financials, Essbase etc.
• High integrity and do what is right, fair and respectful
• Innovative problem solver
• Relationship building skills
• Attention to detail recognizes the importance of detail to ensure data integrity
• Comfortable to work in rotational shifts
• Advanced Microsoft Office (Word, Excel and PowerPoint) skills and exposure to tools such as Power BI, Tableau, Alteryx would be an added advantage

• Execute balance sheet and net interest income (inclusive of yields and cost of funds) forecasts, reporting across multiple assets class in capital markets.
• Contribute to wide reaching Stress Test and Resolution Planning process and related documentation including partnership with Business Finance, Corporate FPA, Corporate Enterprise Risk Group, and Risk Modeling Group
• Support the development and implementation of trading related models to assess balance sheet valuation and revenue changes under baseline and stress testing conditions
• Build deep understanding of dynamics and assumptions related to model assumptions, including management judgement, and other drivers used to build balance sheet and net interest income projections
• Produce complex reporting and analytics to provide management with meaningful insight into underlying drivers impacts balances and income forecasts
• Ensure accurate recurring deliverables are completed timely, establish controlled processes, and support ongoing strategic initiatives such as forecast transformation efforts, process improvements, forecasting model build-out and enhancement, etc.
• Responsible for compliance with forecast governance and oversight requirements and ensuring that model KPIs are properly tracked, model risks are appropriately managed and mitigated
• Constantly look for opportunities to improve processes, enhance controls, and build advanced analytics
• Collaborate and consult with peers, colleagues and managers to meet deadlines, resolve issues and achieve goals
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• Progressive track record of management reporting experience with familiarity of running and or working in a geographically diverse team
• Strong Financial analysis and experience in providing timely and relevant recommendations to drive business decisions and outcomes
• Demonstrable change management skills, particularly those involving process re-engineering and systems change
• Strong interpersonal and communication skills, including the ability to give presentations and briefings to senior management
• Creative and strategic thinking skills, including the ability to analyze business transactions and identify key Finance risks/mitigating controls
• Ability to work under pressure and maintain high energy levels
• Must be able to work independently with positive collaboration within a fast paced, team environment