Charlotte, North Carolina

The Line of Business Finance Teams manage the finance functions directly supporting the Wells Fargo Lines of Business: Commercial Banking (CB), Corporate and Investment Banking (CIB), Consumer Banking, Consumer Lending and Wealth and Investment Management (WIM)  

The teams are responsible for:  

  • Supporting LOB leadership from a finance perspective, including providing consultative financial support and business analytics to enable business strategy, activities and initiatives;
  • Ownership and analysis of financial projections, actual period-end results, and other required LOB financial submissions;
  • Governance and oversight over the LOB's management and legal entity reporting; 
  • Risk management and stewardship of sound financial and operational internal controls and processes;
  • Financial oversight of product pricing, customer profitability, Investor Relations support materials and any significant in-business financial analysis used to support business decision making.
  • Cost and expense management, including financial oversight of project investments, compensation models and expense program reporting
  • Establishing strong partnerships with the Corporate Finance COE's and other business partners, including Controllers, Treasury, Risk, HR, Legal, etc.
  • Maintaining a team characterized by deep functional and technical subject matter expertise, and a team culture consistent with the Company's Expectations.

The Role

This role will report to the Head of Financial Planning & Analysis for the Commercial Banking segment, and will support financial planning & analysis routines including business reviews, financial updates and strategic planning.  This role will also drive and strategic and process improvement initiatives across the the broader Commercial Banking Finance organization to enhance its effectiveness, efficiency and impact.

In this role you will:

  • Develop and enhance financial, business, and product analytics and metrics to support business strategies and leadership decision-making to drive improved financial outcomes for CB
  • Lead, drive and support
    • CB's Segment Financial Reporting including Management reporting, Regulatory reporting, Quarterly earnings and Investor Relations materials
    • Forecast Reporting including the Annual Financial Budget and nine-quarter forecast updates
    • The CCAR/MYFA/RRP processes
    • Other reporting, analytics and analyses needed to support effective leadership decision-making
    • The preparation and development of presentation materials for executive audiences
  • Analyze important issues and complex situations using data to derive actionable insight
  • Lead strategic and process improvement initiatives to enhance CB Finance's effectiveness, efficiency and impact
  • Help build strong relationships and partner closely with CB Finance and Business partners, Corporate Finance and other partners and stakeholders to drive results and execute on deliverables
  • Support Audit and Regulatory requests as needed

Required Qualifications

  • 5+ years of experience in finance, strategy, analytics or a similarly rigorous, strategic problem-solving field, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

  • An MBA
  • Strong critical thinking and analytical problem-solving skills
  • High attention to detail and accuracy
  • Effective leadership, project management and communication skills, including at the executive level
  • Significant experience developing partnerships and collaborating with other business and functional areas
  • Sense of urgency, passion for driving outcomes, and personal accountability for achievement

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

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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