Job Location: Phoenix, AZ
Wells Fargo is seeking a Senior Finance Analyst to support the Small Business Banking balance sheet and revenue forecasting process for the lending portfolio. While providing key support for the portfolio, this role provides end-end process exposure and knowledge of Small Business Banking loans. As liaison to various partner teams, it offers development opportunities for future banking or corporate functions.
In this role, you will:
- Execute balance sheet and revenue quarterly forecasts, related CCAR and Mid-Year Financial Assessment forecasts and Resolution Planning for Small Business Banking lending products
- Deliver insightful analytics for underlying impacts of balances/revenue trends
- Demonstrate intellectual curiosity with appropriate skepticism to review/challenge/enhance current processes; take ownership of same
- Ensure accuracy/timeliness of deliverables, establish controlled processes, support ongoing strategic initiatives/process improvements
- Build strong relationships with Small Business Finance team and other key stakeholders, including Small Business Banking, Corporate Finance/Enterprise Risk Group/Risk Modeling Group
Required Qualifications:
- 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 4+ years knowledge/understanding of financial analysis, forecasting and analyzing balance sheet and net interest income behavior; bank industry preferred
- Intermediate MS Office/Excel/PowerPoint skills
- Proficient Hyperion Essbase/SmartView skills
- Strong analytical skills with high attention to detail and accuracy, critical thinking and ability to engage in continuous process improvement
- Ability to interpret/clearly communicate complex financial data to various stakeholders and management levels
- Ability to work independently and in team environment and across all organizational levels, where flexibility/collaboration/adaptability are key
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, or status as a protected veteran.
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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