Finance Analyst

Wells Fargo • Dallas, TX • 12h ago

About this role:

The Finance Analyst will be responsible for partnering with the CIO organization of the Chief Data Office (CDO) of the FIRM and Technology Finance team(s) to support expense management, provide strategic reporting, have oversight and quality management of annual planning, monthly forecasting, and month-end close processes for financials, headcount, and investment spend.

In this role, you will:

Support all financial processes and reporting including actuals, budget, forecast of various financial and headcount metrics and scenarios/views including general ledger, program/project, product, application, allocations, and business case financials

Complete month-end financial close including forecasting, reporting, and analysis of direct expenses at a detailed cost center and account level

Partner with Finance counterparts across the Company to provide financial commentary and analysis regarding financial drivers and variances (i.e. actuals/forecast vs. budget.

Engage in annual budgeting of business case estimation for technology investments, monitor against approved spend to provide financial transparency.

Ensure data integrity, accuracy, and timeliness of financial analytics and reporting and presentations.

Maintain and refine key metrics and performance indicators across areas such as Technology workforce and vendor usage and spend.

Collaborate and liaise with various stakeholders across Technology, Finance, and Enterprise Data Technology CIO teams to ensure best practices and desired results.

Perform in-depth financial reporting/analysis.

Ensure proper financials preparation for operating reviews/reports, financial ownership in business cases and ad-hoc analyses.

Manage monthly results close financial processes; provide forecast/budget updates with meaningful/actionable analytics.

Drive transparency, cost simplification, value measurement in financial advice and guidance for strategic planning and business level plans.

Demonstrate intellectual curiosity with appropriate skepticism to review/ challenge/enhance/transform current processes that can benefit from improvements; take ownership to push things forward and make progress.

Uphold/maintain balance between risk mitigation and operational efficiencies.

Ensure regulatory, data and controls compliance for all processes/programs undertaken by business finance teams

Required Qualifications:

2+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

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

Essbase and/or SmartView experience

Strong analytical skills with high attention to detail and accuracy

Advanced Microsoft Excel skills

Financial analysis and forecasting knowledge and experience

Ability to prepare management level presentations

Experience working with changing priorities and deadlines

Excellent verbal, written, and interpersonal communication skills

Experience building partnerships and consulting effectively with leadership

Posting End Date:

10 Jul 2025

*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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

Req Number: R-469375

Similar Jobs

Data Management Manager - Finance Data Distribution Governance

Wells Fargo • Addison, TX • 12h ago

Finance & Accounting

About this role: Wells Fargo Finance Data Domain Management (FDDM) is responsible for overseeing the implementation of the firm's Data Management Policy and Procedures and ongoing Data Governance across the Finance organ...

12h ago

Go to Apply

Lead Data Management Analyst - Finance Data Governance

Wells Fargo • Addison, TX • 12h ago

Finance & Accounting

12h ago

Go to Apply

Senior Financial Analyst, North American Customer Fulfillment, Non-Sort Finance

Amazon • Irving, TX • 12h ago

Finance & Accounting

Description Amazon's North American Customer Fulfillment (NACF) Finance is looking for a Senior Financial Analyst to be the trusted finance partner for fulfillment centers supporting operational and functional leaders. A...

12h ago

Go to Apply

Senior Financial Analyst, North American Customer Fulfillment, Non-Sort Finance

Amazon • Irving, TX • 12h ago

Finance & Accounting

12h ago

Go to Apply

Senior Financial Analyst, North American Customer Fulfillment, Non-Sort Finance

Amazon • Irving, TX • 12h ago

Finance & Accounting

12h ago

Go to Apply

Analyst/Sr Analyst, Financial Planning & Analysis

American Airlines • Dallas, TX • 12h ago

Finance & Accounting

Intro Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As y...

12h ago

Go to Apply

Analyst/Sr Analyst, Financial Planning & Analysis

American Airlines • Dallas, TX • 12h ago

Finance & Accounting

12h ago

Go to Apply

Financial Regulatory Reporting Manager

Wells Fargo • Addison, TX • 1d ago

Finance & Accounting

About this role: Wells Fargo is seeking a Financial Regulatory Reporting Manager with SME knowledge and experience of Counterparty specific reports specifically the FFIEC009, FR2510 and SCCL / FR2590. In this role, you w...

1d ago

Go to Apply

MWNE LBM and Revenue Mgmt. Functional Lead - 40013184

Vistra Corporate Services • Irving, TX • 1d ago

Finance & Accounting

If you have what it takes to become part of the Vistra family and would like to start a promising career with a global leader, take a look at the exciting employment opportunities that are currently available and apply o...

1d ago

Go to Apply

LBCS Lead Billing Analyst - 40013132

Vistra Retail Operations Company • Irving, TX • 1d ago

Finance & Accounting

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.