Senior Finance Analyst

1 month ago

chennai, India WELLS FARGO BANK Full time
About this role:
Wells Fargo is seeking a Senior Finance Analyst.
Consumer lending finance group brings together enterprise functions that drive Wells Fargo's financial management, including accounting and control, financial planning and analysis, line of business finance, asset-liability management, treasury, tax management, and the company's investment portfolios. Key portfolios include Business facing finance support for Home Lending (Production, Servicing, Capital Markets, Pricing, & FP&A activities)
This Individual contributor role will serve as finance lead for the Home Lending team part of Consumer Lending in India. The key priorities for this role will be to provide strategic solutions to stakeholders through strong business acumen displaying executive presence, provide meaningful insights to the management team on all aspects of financials, to facilitate better deep dives and effective management decisions. The senior consultant will be responsible in ensuring that all of the Forecasting, Planning and management reporting activities to Home Lending is undertaken in an effective manner. The incumbent should have strong communication, a good functional understanding and have the ability to provide effective presentation to the senior leaders.
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
  • Contribute to large scale planning such as economic research in support of management decision making for a business unit
  • 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
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:
  • MBA (or) Cost & Management Accountant (or) Chartered Financial Analyst (or) Chartered Accountant with more than 10 years of post-qualification experience.
  • Candidate should have strong FP&A expertise and has experience in working with senior leaders providing strategic solutions.
  • Candidate must have hands on experience in LOB / segment / product reporting / management reporting / dashboard / presentations / Analytics / commentary.
  • Candidate should have good hands on experience on handling end to end aspects of project financials / reporting / forecasting / analysis and plan support.
  • Candidate should have good exposure to handling work flow applications, be good with BO and or BI Tools and or similar applications. Good expertise in Data Lineage, data flow / architecture and data quality.
  • Prior experience in FP&A Treasury role, with expertise in financial modeling, with specific experience in interest rate risk modeling and scenario analysis.
  • Solid understanding of mortgage banking products, including mortgage-backed securities and related derivatives.
  • Experience with CCAR stress testing processes and regulatory requirements.
  • Excellent analytical skills and attention to detail, with the ability to translate complex data into actionable insights.
  • Demonstrated ability to drive results in a dynamic and fast-paced environment.
  • Proficiency in Power BI or similar data visualization tools for dashboard creation and reporting
  • Expertise with Essbase along with SQL skills and query management. Knowledge of SAS, Tableau and data analytics will be added advantage.
  • Comfortable to work in flexible timings to maximize overlap with US counterparts.
  • Candidate should have good financial modelling, template building, dashboard and presentation skills as this will really help in transforming the reports to the next level.
  • Candidate should have Essbase, Hyperion, Cognos and should be a subject matter expert in data retrievals from different cubes. (Must to have)
  • Ability to work both independently and within team environment. Strong communication and presentation skills.
  • Ability to perform complex analyses, build financial models, draw conclusions, and communicate recommendations to business leaders.
  • Prioritize multiple tasks in a fast-paced environment with critical deadlines.
  • Advanced knowledge of Excel, Macros, Business Intelligence tools and Power point.
Job Expectations:
  • This Individual contributor role will serve as finance lead for the Home Lending team part of Consumer Lending in India. The key priorities for this role will be to provide strategic solutions to stakeholders through strong business acumen displaying executive presence, provide meaningful insights to the management team on all aspects of financials, to facilitate better deep dives and effective management decisions. The senior consultant will be responsible in ensuring that all of the Forecasting, Planning and management reporting activities to Home Lending is undertaken in an effective manner. The incumbent should have strong communication, a good functional understanding and have the ability to provide effective presentation to the senior leaders.
    The main Responsibilies would be
  • Interest Rate Risk Modeling: Develop and maintain sophisticated interest rate risk models tailored to the home mortgage business. Execute multiple scenario analyses to assess the impact of interest rate movements on the bank's mortgage portfolio.
  • Treasury Balance Calibration and Interpolation: Calibrate and interpolate the treasury balance, ensuring accuracy in forecasting liquidity needs and optimizing capital allocation with the defined models
  • CCAR Support: Provide crucial support for CCAR stress testing exercises, including data collection, model validation, scenario analysis, and documentation. Ensure compliance with regulatory requirements and timely submission of CCAR-related deliverables.
  • Financial Planning and Forecasting on Treasury : Collaborate with cross-functional teams to develop financial plans and forecasts for the home mortgage business. Analyze historical trends, market dynamics, and business drivers to produce accurate projections and identify potential risks and opportunities.
  • Continuous Improvement: Drive a culture of continuous improvement within the Treasury FP&A function, identifying opportunities to enhance processes, streamline workflows, and leverage technology solutions. Actively participate in initiatives to improve efficiency and effectiveness.
  • Strong analytical and critical thinking skills combined with strategic business focus and ability to lead from the front.
  • Reputation for being a highly responsive individual who thrives on achieving results in a large, complex, diverse organization; who respects the culture, is flexible and adaptable.
  • Candidate should be a subject matter expert on FP&A Treasury and should be good with the numbers, ability to break the information into meaningful data points, good story writing and commentary skills.
  • Candidate should have strong stakeholder engagement skills and should have excellent communication and presentation skills.
  • Candidate should have good financial acumen and come out with good strategic/ go forward data /analytic support and support the business teams.
  • Capable of conducting in-depth research of large data (financial & non-financial) using various tools and providing insightful solutions to stakeholders.
  • Interact / coordinate with different teams to proactively raise any specific issues or challenges around the business and work independently with the concerned teams to resolve issues.
  • Candidate should ensure faster turnaround time on query handling and ad-hocs if any, with good understanding of change management and its likely impacts and consequences. Provide detailed analysis, trend analysis and high-level recommendations. Should proactively call out for issues / challenges and come out with solutions.
  • Candidate should be good with financial modelling, understand process changes and be good with research and query handling.
  • Ability to perform complex analyses, build financial models, draw conclusions, and communicate recommendations to business leaders.
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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.

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