Finance Analyst (P2)
The Wells Fargo Foundation
About this role:
Wells Fargo is seeking a Finance Analyst.
In this role, you will:
- Evaluate month end/ quarter end/ year-end financial results and analyze those results to understand the business drivers in detail.
- Perform variance analysis to identify business drivers responsible for movement of actual numbers from budget/ forecast/ plan etc.
- Provide meaningful analysis and variance commentary to senior stakeholders facilitating strategic decision making.
- Prepare monthly reports around Financials and Headcount with detailed analysis/recommendations on strategy going forward to meet plan/forecast.
- Prepare monthly/ quarterly management review decks with detailed commentary.
- Identify risks and opportunities to future forecast and perform annual operating planning for next 3-5 years.
- Data management, data integrity and data lineage skills in ensuring appropriate reporting of financials and related metrics/drivers.
- Requires extensive data reconciliation & consolidation as well as analysis, coupling the use of scenario and sensitivity analysis to forecast possible outcomes.
- Design new report / Modify existing financial report using Essbase excel add in tool.
- Process Transformation by suggesting innovative ideas and take initiative to automate the process.
- Exercise independent judgment to guide key metrics forecasting, closing data and validation.
- Present recommendations for resolving all aspects of delivering key forecasting projections as well as financial reporting to support monthly and quarterly forecasting.
- Ensure all the processes are duly updated and SOPs are regularly reviewed and updated.
Required Qualifications for Europe, Middle East & Africa only:
- NA
Required Qualifications:
- Degree in Accounting, Finance or Business Administration.
- Candidate must have hands on experience in LOB / segment / product reporting / management reporting / dashboard / analytics / commentary.
- Minimum 8-10 years experience in finance or reporting roles, including monthly close, management reporting, Reconciliation & General ledger with good analysis and commentary skills.
- Preferably should have relevant banking experience with hands on experience in management reporting, forecasting and planning process.
- Candidate should also have good financial modelling, template building, dashboard and presentation skills as this will help in transforming reports to the next level.
- Candidate should have Essbase/Hyperion experience and should be a subject matter expert in data retrievals from different cubes.
- Ability to work both independently and within team environment.
- Strong communication and presentation skills.
- Ability to perform complex analyses, build financial models, draw conclusions, and communicate recommendations to business leaders.
- Prioritize multiple tasks in a fast-paced environment with critical deadlines.
- Advanced knowledge of Excel, Macros, Access and Power point.
Desired Qualifications:
- Preferable to have prior experience in FP&A role, with expertise in review and modification of financial reporting along with variance analysis to drive value.
- Candidate should be extremely good at change management and ability to turn around the reports not only with speed, but with high quality, integrated controls and checks.
- Develop expertise on reporting that meets brand standards and internal control standards.
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.
- Detail Oriented working style.
Posting End Date:
5 May 2024We 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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