Lead Finance Analyst - WIM Lending

About this role:

Wells Fargo is seeking a Lead Business Aligned Finance Analyst within WIM Lending. Wealth and Investment Management (“WIM”) is a leading full service, US wealth management business with over $2 trillion in client assets, 3 million clients and 12,500 financial advisors. WIM is one of the five core lines of Business at Wells Fargo and represents 20% of firm-wide revenue. This role is part of the WIM Finance team and will report to the CFO of WIM Lending.  The Lead Finance analyst will be the strategic finance partner on a day-to-day basis supporting WIM's Custom Lending and Mortgage portfolios, and pricing strategies.

In this role, you will:

• Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance
• Provide companywide advice and technical expertise on matters related to complex financial analysis as well as economic research in support of management decision making functions
• Research strategies and make recommendations for forward financial planning
• Provide support to more experienced professionals in the management of product pricing, portfolio performance, closing research and validation
• Review technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors
• Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards
• Lead implementation of the most complex initiatives impacting multiple lines of business companywide
• Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Lead business contact for the Custom Lending and mortgage business, responsible for financial analysis and key metrics reporting, and business analytics, and pricing
• Interface with the Product Management team, and support profitability analysis across Lending products
• Review and guide junior analysts in the team.

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:

• Prior experience supporting a wealth, consumer or commercial lending business.
• Prior experience with mortgage pricing frameworks.
• Champion strategic finance, leverage AI tools to improve efficiency and build analytical frameworks
• Embrace change in a manner that mitigates risk and organizational confusion
• Excellent oral and written communication skills, with proven ability to coherently present complex financial topics tailored to all audience.
• 5+ years of experience in Wealth or Private Bank
• Proficiency in BI tools Essbase, and/or Tableau.

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value 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.

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 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.