What are the responsibilities and job description for the Lead Finance Analyst - PTCT position at B10 Wells Fargo Bank, N. A.?
About this role: The Lead Finance Analyst for Payments, Treasury and Customer Technology (PTCT) organization will be responsible for partnering with the CIO and CFO organizations of the CIB Technology of the firm. This highly visible role will have ownership and accountability for all financial management activities across PTCT Technology including financial planning and analysis, reporting, workforce management, vendor management, and portfolio financial management. Strong technical abilities with knowledge of financial systems/related process workflows and the ability to simplify/analyze large data sets to tell the story behind the financials will be critical for this role. Additionally, this role will require leadership and the ability to influence/partner and drive transformational change to the financial environment and underlying processes across the entire Technology organization. In this role, you will: Coordinate and oversee month-end financial close including forecasting, reporting, and analysis of financials at detailed cost center and account level. Support all financial processes and reporting including actuals, budget, forecast of various financial and headcount metrics and scenarios/views including general ledger, program/project, taxonomy, product, application, allocations, and business case financials. Create and present decks/presentations to senior management that clearly articulate the financial story/strategy and provide insights/recommendations on financial and headcount management activities and trends. Prepare materials that are clear and concise for senior level audiences. Build relationships and partner closely with all Wells Fargo Technology leaders as well as partners across the Corporate Finance and Business Finance organizations. Partner with CIO’s and respective CFO of Global Treasury Management to drive transformational change to financial processes to ensure accuracy, stability, efficiency, and transparency. 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 4 years of Technology Finance experience Demonstrated experience in forecasting, accounting, analytics within banking/financial services industry Prior experience consulting, influencing, and partnering with senior business leaders Experience developing and presenting executive level strategic presentations Strong analytical and critical thinking skills Experience manipulating large datasets and build reporting utilizing PowerBI and Alteryx Job expectations Must be able to work on-site VISA sponsorship not available for this role. Posting End Date: 13 Feb 2025 *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. 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. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.
