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Senior Finance Analyst- Branch Banking Finance

Wells Fargo
Wells Fargo Salary
CHANDLER, AZ Full Time
POSTED ON 3/15/2025
AVAILABLE BEFORE 5/14/2025

About this role:

Wells Fargo is seeking a Senior Finance Analyst position within Branch Banking Finance supporting the Regional Bank Director level within the Branch Banking network.  The Senior Finance Analyst is part of broader Region Finance Support team that provides trusted advice and strategic guidance to Regional Bank Executives, Directors, and peer support groups.

In this role, you will:

  • Pro-actively partner with Regional Bank Directors to drive business growth by connecting activities to financial outcomes with the identification of risk/opportunity and best-in-class practices that can be leveraged across the Region
  • Provide Branch P&L support/learnings across the region.  Implement discipline around monthly Branch P&L analysis across the regions in order to develop skill, understanding of results and the ability to connect to leading indicators and behaviors 
  • Lead implementation of Staffing Model targets, ongoing monitoring and activities to achieve in partnership with Recruiting & HR.  Partner with Workforce Optimization to streamline processes, understand assumptions and actively participate in future development
  • Provide broad expertise and unique skills used to develop company objectives and standards such as partnering with Regional Bank Directors to prepare for Business Unit Reviews and implement expense management strategies and analysis
  • Lead or participate in moderately complex Branch initiatives such as workforce transformation, distribution and ATM strategies, and Branch space redesign as part of a technical professional in the field
  • Develop strategies and make recommendations for forward financial planning including considerations for branch distribution and branch hour changes
  • Research key forecasting projections as well as management of financial reporting to support monthly and quarterly forecasting, GL research, org structure integrity, and other FP&A support.
  • Contribute to large scale planning such as economic research in support of management decision making for a business unit
  • Lead team to meet the implementation of complex projects impacting one or more lines of business through collaboration with Human Resources, the Business Development Office, Affluent and Small Business Segments, region leadership, peers and other colleagues
  • Attend region leadership meetings and calls as appropriate and present financial results tied to key metric activities
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Required Qualifications:

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

Desired Qualifications:

  • BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Economics
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Ability to manage effectively in a matrixed organization
  • Self-starter with exceptional critical thinking skills combined with a strategic business focus
  • Ability to interpret bank financial statements fluently
  • Experience building partnerships and consulting effectively with leadership
  • Expert in Microsoft Office (Excel and PowerPoint preferred)
  • Knowledge and understanding of database querying and creating ad hoc reporting results using SQL, Dimensional (Essbase) or similar querying methods
  • Ability to organize and manage multiple priorities and achieve results
  • Knowledge and understanding of retail banking industry
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills

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.

Posting End Date: 

20 Mar 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.


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