Senior Treasury Finance Analyst - Military Veterans

at Wells Fargo

Charlotte, North Carolina

About this role:

Wells Fargo is seeking a Senior Treasury Analyst...


In this role, you will:

  • Manage and support global treasury activities including funding, liquidity risk management, asset and liability management, capital management, financial performance management, and related activities

  • Develop an understanding of PPNR models across the enterprise, and work with Corporate ALM team to implement in QRM software where appropriate 

  • Build, enhance and maintain product analytical capabilities with a particular focus on deposits, mortgages and rate forecasting

  • Act as a technical expert on complex quantitative analysis 

  • Prepare and present analytical findings/models to key stakeholders and line of business representatives 

  • Work with data teams across the company to source and prepare data for analytical requirements 

  • Analyze systems of record data for information relevant to model assumptions and suggest changes justified by data 

  • Analyze balance sheet data to support business objectives including research/reporting on elements not necessarily used by QRM – e.g. analyze average deposit balance per account trends for comparison to model assumptions, etc. 

  • Partner with the QRM Operations and Balance Sheet Analysis functions within Corporate ALM to meet common objectives 


Required Qualifications:

  • 4+ years of Treasury experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • BS/BA degree or higher in business administration, economics, accounting, finance, or other business related field

  • A Masters of Business Administration (MBA), Chartered Financial Analyst (CFA), or comparable professional designation

  • Experience with modeling deposits, mortgages or rate forecasting, and implementing models in QRM software 

  • Ability to deliver multiple concurrent projects or large scale individual projects

  • Knowledge and understanding of financial analysis, forecasting and analyzing interest income and balance sheet behavior

  • Knowledge and understanding of asset liability or liquidity management software, especially QRM

  • Knowledge and understanding of Essbase Finance tools for client reporting and analysis

  • Familiarity with regulatory requirements surrounding the management of interest rate risk, liquidity, and capital 

  • Strong knowledge of corporate finance, balance sheet fundamentals, interest rate risk, and financial instruments 

  • Demonstrated attention to detail, accuracy, sound critical thinking, outstanding quantitative analytical skills, and solid problem-solving capabilities are required 

  • Strong programming skills with SQL, SAS, MATLAB and/or R 

  • Excellent oral and written communications skills, with the ability to effectively communicate to a broad range of audiences 

  • Ability to work in a team-based environment, prioritize tasks, learn quickly, provide superior customer service, and take on new challenges 

  • Experience forecasting and analyzing net interest income & balance sheet behavior 

  • Demonstrated attention to detail and ability to work independently 

  • Superior quantitative, leadership and critical thinking skills 

  • Proven ability to partner effectively and work collaboratively with fellow team members 

  • Advanced Microsoft Office Suite, primarily Excel and PowerPoint 

  • Experience using QRM or similar asset liability management models/systems 

  • Familiarity with Wells Fargo's general ledger and balance sheet/product offerings 

  • Knowledge of regulatory reports including FR Y-9C, Call reports, FR Y-14 Q/A or DFAST 

  • Proficiency in Hyperion Essbase, Access and VBA 

  • Experience with model risk management best practices 

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, 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.

Charlotte, North Carolina

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Wells Fargo

At Wells Fargo, we’ve been proudly supporting military veterans and their families for more than 170 years.

We value the leadership, discipline, and skills you’ve gained through your service to our country and recognize the contributions our veteran team members bring to the table. We’re committed to hiring and retaining military veterans, veterans with disabilities, National Guard, Reservists, and Military Spouses.

As a Wells Fargo employee, you’ll find a work culture that is team-oriented, collaborative, structured, and challenging. We support veterans transitioning from military service with a variety of job options, confidential resources, educational information, and career guidance. You may choose to join our Veteran’s Connection Employee Resource Group, a group of thousands who share an interest in veterans’ matters, and that promotes greater awareness and job development within the veteran community. To learn more about opportunities at our company, please visit wellsfargojobs.com/military. Let’s talk about turning your military experience into a great civilian career.

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