Senior Finance Analyst Loan Forecasting

About this role:

Wells Fargo is seeking a Senior Finance Analyst to support a broad range of forecasting routines including the monthly 9 quarter forecast (FP&A and ALCO), regulatory forecasts (CCAR, MYFA, and RRP), annual budget, and process improvement initiatives. This role will report to the Loan Forecasting Manager for Commercial Banking Finance.

In this role, you will:

• Lead or participate in moderately complex initiatives as a technical professional

• Provide a broad expertise and unique skills used to develop company objectives and standards

• Research key forecasting projections as well as management of financial reporting to support monthly and quarterly forecasting

• Perform work on significant and unique issues involving data and evaluation or highly complex situations

• Develop strategies and make recommendations for forward financial planning

• Lead team to meet the implementation of complex projects impacting one or more lines of business

• Establish effective and efficient reporting delivery that meets brand standard and internal control standards

• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

• Use validated models to provide deliverables for the monthly 9 quarter and regulatory forecasts

• Prepare presentations to summarize results or present complex topics in a concise and crisp manner

• Create trend analysis and research variances

• Execute input/output controls

• Data compilation including retrieving from various financial systems

• Document model overlays, assumptions, and sensitivities

• Assist with model governance, risk rankings and performance monitoring

• Support key management reporting processes including month end close and forecasting

• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

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 of financial forecasting, regulatory forecasting and/or CCAR experience

• Strong analytical and critical thinking skills and ability to prepare and present analysis and recommendations

• Strong technical skills including reporting databases and Microsoft Office (and specifically MS Excel, PowerPoint and Tableau)

• Experience in QRM would be preferred

• Ability to successfully operate in a complex and matrixed environment

• Ability to articulate issues, risks, and proposed solutions to various levels of staff and management

• Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing and fostering strong partnerships

• Ability to influence and partner with senior business leaders to gain commitment to accomplish business goals

• Sense of urgency, passion for results, and personal accountability for achievement

Job Expectations:

• This position offers a hybrid work schedule

• This position is not eligible for Visa sponsorship

• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

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.

$84,000.00 - $149,400.00

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