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Wells Fargo · 1 day ago

Affluent/Premier Senior Finance Analyst, Senior Assistant Vice President

West Des Moines, IA

Full-time

Onsite

Mid Level

4+ years exp

Wells Fargo is seeking a Senior Finance Analyst to support financial analysis, forecasting, and trend evaluation for the Affluent/Premier banking business. The role involves providing analytical support, coordinating with cross-functional teams, and preparing reports for senior finance and business leaders.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

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

Qualification

Financial analysisForecastingData analysisAdvanced Microsoft OfficeTableau proficiencyEssbase knowledgePresentation skillsProblem-solvingInterpersonal skillsCollaborationAttention to detail

Required

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

Preferred

Bachelor's degree or higher in a quantitative field such as applied mathematics, statistics, engineering, finance, economics, econometrics or computer sciences

Experience with creating / developing presentation materials for a senior executive level audience

Excellent analytical, problem-solving skills with high attention to detail and accuracy

Enjoy working in a fast paced, high-output, time-sensitive environment

Strong interpersonal skills to effectively collaborate and work effectively with others

Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Proficiency in Tableau or BI/automation tools

Working knowledge of Essbase

Ability to effectively partner and collaborate with both business and finance constituents

Experience supporting strategic initiatives