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.

Posting End Date:

*Job posting may come down early due to volume of applicants.

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, status as a protected veteran, or any other legally protected characteristic.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.