Jobs · Accounting · North Carolina

Senior Finance Analyst - CIB Markets

Wells Fargo · Charlotte, NC · 1 mo ago
Accounting$100k–$196k/yrFull-time

About the role

The Markets CFO team provides strategic advisory, supported by data and analysis, to the Markets Division Leadership that will drive growth, create efficiency, and define strategy. This Senior Analyst will provide support to the Equities business in the Markets division.

Responsibilities

  • Provide in-depth financial reporting/analysis
  • Ensure proper financials preparation for operating reviews/reports
  • Financial ownership in business cases and ad-hoc analyses
  • Participate in 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/transform current processes that can benefit from improvements; take ownership to push things forward and make progress

Requirements

  • 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Qualifications

  • Strong analytical skills including financial metrics analysis
  • Visual/verbal data trend presentation preparation for management reporting
  • Knowledge/understanding of report analysis: 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 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, AI tools

Desired Qualifications

  • Knowledge of Wells Fargo's balance sheet/product offerings
  • Experience with forecasting tools 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, AI tools

Pay

$100,000.00 - $196,000.00

Schedule

N/A

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

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