GBBC Member Careers

Finance Analyst

Wells Fargo

Wells Fargo

IT, Accounting & Finance
Charlotte, NC, USA
Posted on Friday, September 15, 2023

About this role:

Wells Fargo is seeking a Finance Analyst for the Stress Testing & RRP Team within Corporate FP&A. The team is responsible for leading, directing and ensuring completion of financial forecasts that accompany the firm-wide stress testing, capital planning, and recovery & resolution planning exercises. The team is also supporting strategic, high-profile enterprise projects. For additional information on this line of business, refer to the external Careers Site at

In this role, you will:

o Participate in functions related to financial forecasting, financial research, and reporting

o Perform analysis of key metrics, as well as other financial consulting related to business performance, operating and strategic reviews

o Present recommendations for resolving all aspects of delivering key forecasting projections as well as financial reporting to support bi-annual stress testing, quarterly legal entity forecasting, and annual Recovery and Resolution plan forecasting

o Execute models and end-user computing tools

o Identify opportunities for process improvements within the scope of responsibilities

o Research moderate to complex financial data in support of management decision-making for the enterprise

o Create and communicate various activities such as product pricing, product, and portfolio performance

o Exercise independent judgment to guide key metrics forecasting, closing data and validation

o Develop expertise on reporting that meets brand standards and internal control standards

o Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Required Qualifications:

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

Desired Qualifications:

o Knowledge of Wells Fargo's balance sheet/product offerings

o Experience with forecasting tools Essbase/Dodeca

o Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

o Knowledge of PowerBI, Tableau, Alteryx


o Passion to learn new skills including new software/tools

o Strong analytical skills with high attention to detail and accuracy

o Solid critical thinking skills

o Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

o Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

o Experience creating narrative documentation for regulatory submissions

o Experience understanding regulatory guidance and translating into deliverables

o Knowledge and understanding of quarterly baseline forecasting, stress testing, capital planning, recovery and resolution planning

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.