Vice President - Lead Finance Analyst (CIB Finance Markets)
Wells Fargo
- Location
- Serilingampalli, Telangana, India
- Job type
- Full-time
Required skills
- Tableau
- Power BI
- accounting
- advanced analytics
- banking
- change management
- communication skills
- compliance
- financial analysis
- forecasting
- Oracle
- Essbase
- relationship building
About the role
Wells Fargo
Website:
wellsfargo.com
Job details:
About This Role
Wells Fargo is seeking a Lead Financial Planning & Analysis Analyst
In This Role, You Will
- Lead complex initiatives on matters related to financial research, analysis, and reporting
- Make decisions in multi-faceted situations, providing advice and technical expertise on matters related to complex financial analysis and forecasting as well as economic research in support of management decision making functions
- Research strategies and make recommendations for forward financial planning as well as enhancing reporting systems to support the production of financial reporting and analysis
- Provide support to more experienced professionals in the management of budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting and reviews, and presentation and project preparation
- Review and analyze complex 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
- 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 managers to resolve issues and achieve goals
Required Qualifications
- 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications
- Strong analytical, reporting and presentation skills
- 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.
Job Expectations
- Execute balance sheet and net interest income (inclusive of yields and cost of funds) forecasts, reporting, and analytics related to deposits, loans, or other products
- Contribute to wide reaching Stress Test and Resolution Planning process and related documentation including partnership with Business Finance, Corporate FP&A, 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 built-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
- CA / CMA / MBA Graduate with experience of financial or banking sectors experience
- 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
Reference Number
R-528088
Click on Apply to know more.
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