About this role:Wells Fargo is seeking a Sr. 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 support WIM's Mortgage portfolio and financial reporting
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:- Prior experience supporting a wealth, consumer or commercial lending business.
- 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.
- Knowledge of BI tools Essbase, and/or Tableau.
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
. Pay RangeReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$84,000.00 - $149,400.00
Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:1 Jun 2025
* Job posting may come down early due to volume of applicants. We Value Equal OpportunityWells 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.
Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol PolicyWells 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.
