Balance Sheet Forecasting Analytics Finance Consultant At Wells Fargo

Job ID 5477898
Schedule Type Reg-Time
Work Hours 40
Location Phoenix, Arizona, Minneapolis, Minnesota, Charlotte, North Carolina;


Job Description

At Wells Fargo, we have one goal: to satisfy our customers’ financial needs and help them achieve their dreams. 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 & Information Technology offers technology and services that exceed Wells Fargo customers’ expectations and directly enable them to succeed financially. We interact with customers more than 12 billion times a year through in-store, online, ATM, and telephone transactions. We impact customers directly, through systems availability and security, as well as indirectly, through our business partners who offer and deliver a myriad of products and services that meet customers’ financial needs. We provide a competitive advantage for the company through excellence in fundamentals, integrated partnerships, and our talented and engaged team members.

The Cross-Enterprise Finance Group reports to the CFO and manages the Enterprise Forecasting as well as the Enterprise Planning and Analysis (FP&A) function.  Specifically, the Balance Sheet Centers of Excellence work in partnership with the Line of Business Finance Group, Treasury and Corporate Credit to forecast the Balance Sheet of Wells Fargo for CCAR, Resolution Planning, FP&A Forecast, and Interest Rate Risk Reporting.

The Role
Finance Consultant responsibilities may include, but not be limited to: 

  • Working across the Balance Sheet COE to support the loan forecast process for Stress Test, Resolution Planning, and the FP&A Forecast 
  • Build-out a process to monitor the trends and overall performance of key drivers of the loan forecast
  • Support the model management team as it relates to loan models being used for forecasting
  • Develop and maintain key reports to keep senior management informed on trends across all loan portfolios

The successful candidate will possess:

  • Demonstrated strong analytical skills and attention to detail
  • Ability to interpret and communicate complex financial data to a variety of stakeholders and management levels in a clear and concise format
  • Tenacity and flexibility to manage multiple projects in a time sensitive environment
  • A strong track record of problem solving, attention to detail, critical thinking with a willingness to engage in continuous process improvement  
  • She/he will be able to work independently, be highly organized, able to prioritize multiple tasks, and take on new challenges

Required Qualifications
  • 4+ 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 2+ 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
  • Advanced Microsoft Office (Outlook, Excel, Word, PowerPoint, LiveMeeting and SharePoint) skills

Other Desired Qualifications
  • Knowledge and understanding of asset liability or liquidity management concepts
  • Prior experience forecasting loan portfolios and understanding loan profitability
  • Prior experience working in essbase dodeca


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.