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Finance Sr Cons

Wells Fargo | Charlotte NC 28299 USA | Full Time | Posted: 02/18/2020

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Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Enterprise Finance drives financial management for the company and maintains and enhances risk and financial controls. Key functions within Enterprise Finance include finance and accounting; Treasury; corporate development, mergers, and acquisitions; Data Management and Insights, the Customer Remediation Center of Excellence, Enterprise Shared Services, Business Process Management, and Corporate Strategy. Enterprise Finance informs shareholders, regulators, taxing authorities, team members, and leaders of the company’s financial performance through earnings releases, investor meetings and conferences, and meetings with regulators and credit rating agencies, following appropriate reporting guidelines. They also maintain and enhance risk and financial controls and lead many of the company’s shared services functions including corporate properties, security, and global services.

Business Finance is seeking a talented finance professional to join its Corporate and Investment Bank (CIB) Finance Team.  The team is responsible to help drive strategic direction, optimize financial performance and balance risk appropriately.  This role will initially be responsible for supporting the build out of cash flow forecast capabilities for our capital markets trading activities and total financial reporting for CIB’s Tier 1-3 legal entities (Wells Fargo Securities, LLC, Wells Fargo Prime Services, LLC, Wells Fargo Finance, LLC and Wells Fargo Risk Services, Inc.).  We envision this role would then transition into the on-going governance, oversight, forecasting and reporting of these Primary legal entities, including coordination with the Cost COEs to ensure appropriate financial reporting of expenses.  In addition, this role will provide ancillary support to other legal entities utilized within CIB including, but not limited to Wells Fargo Bank, N.A.  The role will work across multiple stakeholders, including but not limited to Treasury, CIB Lines of Business, Controllers and Enterprise Finance to help develop and lead complex processes both current and future. 

Position responsibilities will include the following:

  • Work with a multi-discipline group (Finance, LOB, Controllers, Treasury, COE’s, etc) in the creation of CIB’s Tier 1-3 legal entity financial statements.
  • Supporting the development and implementation of modeling capabilities for near term cash forecasting for CIB trading activities (across WFS, LLC and WFBNA) including future securities settlements and other expected future behavior of assets, liabilities, and off-balance sheet exposures
  • Implementing and documenting complex liquidity and capital forecasting model methodologies
  • Ensure adherence to model risk governance
  • Active participation in the buildout and eventual ownership of CIB’s Tier 1-3 legal entity forecast process
  • Support the Legal Entity Finance Officers with their legal entity governance accountabilities, including but not limited to quarterly attestations and Service Level Agreements
  • Preparation of additional ad-hoc analyses/presentations and completing special projects within tight deadlines.
  • Producing well-written succinct presentations for senior management.
  • Comfort with responsibilities which may evolve over time.

Required Qualifications

  • 6+ years of experience in one or a combination of the following: finance, accounting, analytics and reporting; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, Business and 4+ years of experience in one or a combination of the following: finance, accounting, analytics or reporting

Desired Qualifications

  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting
  • Ability to successfully operate in a complex and matrixed environment
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
  • Financial modeling experience
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

Other Desired Qualifications
  • Experience in finance, accounting or related analytical-focused role within the banking / financial services industry, preferably for a US G-SIB
  • Understanding of Microsoft Access and SQL
  • Understanding of the Wells Fargo organization, its business lines, legal entities and financial systems
  • Demonstrated experience in compliance with complex regulatory requirements
  • Exposure to broker dealer entities and the business activities they conduct, including derivatives, securities financing, etc.
  • Demonstrated working knowledge of wide range of bank or financial institution products and services
  • Ability to contribute to large and complex projects related to balance sheet and income statement analysis
  • Ability to proactively develop relationships to achieve results
  • Comfort with defined and undefined responsibilities which may evolve over time
  • Demonstrated experience with building processes and output to comply with complex regulatory requirements
  • Demonstrated risk and control knowledge and experience evaluating the adequacy and effectiveness of controls, including the development of control test requirements and documentation of testing results
  • Experience in compliance, operational risk management, or auditing


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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Location Charlotte, NC, 28299, United States
Categories Banking/Investment

Location Maptop

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Job Code 5528005

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