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About the Role
The Markets CFO team provides strategic advisory, supported by data and analysis, to the Markets Division Leadership to drive growth, create efficiency, and define strategy. This Lead Analyst will support the Equities business within the Markets division, reporting to the Equities CFO.
Responsibilities
- Perform in-depth financial reporting and analysis.
- Ensure proper financial preparation for operating reviews and reports.
- Provide financial ownership in business cases and ad-hoc analyses.
- Participate in functions related to financial forecasting, financial research, and reporting.
- Engage directly with leaders across all aspects of the business, including revenue, balance sheet, capital, headcount, and expenses.
- Demonstrate intellectual curiosity with appropriate skepticism to review, challenge, enhance, and transform current processes.
- Take ownership to push initiatives forward and make progress.
Requirements
- 5+ years of Finance experience or equivalent demonstrated through work experience, training, military experience, or education.
- Strong analytical skills, including financial metrics analysis.
- Ability to prepare visual/verbal data trend presentations for management reporting.
- Knowledge and understanding of report analysis, with an emphasis on accuracy and telling a story with supporting details.
- Ability to exercise independent judgment and work within a team to identify and resolve problems.
- Knowledge of Wells Fargo's balance sheet/product offerings.
- Experience with forecasting tools such as Essbase/Dodeca.
- Experience with disciplines such as accounting, group controllers, corporate treasury, regulatory capital, financial planning and analysis, and/or product control.
- Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.
- Knowledge of PowerBI, Tableau, Alteryx, and AI tools.
Skills
- Financial reporting
- Financial analysis
- Financial forecasting
- Financial research
- Data analysis
- Microsoft Office Suite
- PowerBI
- Tableau
- Alteryx
- AI tools
Location
- Remote
Work Type
- Full-time
Experience Level
- Lead
- 5+ years
Salary/Compensations
- $143,000.00 - $224,000.00
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance
- Critical illness insurance
- Accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
About the Company
- Wells Fargo is an equal opportunity employer.
- Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.
- Employees are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance).
- Emphasis on proactive monitoring, governance, risk identification and escalation, and making sound risk decisions.
Equal Opportunity
- Wells Fargo is an equal opportunity employer. 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.