Business Aligned Finance Analyst, Assistant Vice President
Wells Fargo
About this role:
Wells Fargo is seeking a Business Aligned Finance Analyst, Assistant Vice President.
In this role, you will:
- Participate in functions related to financial research and reporting in support of a specific business unit, division, or product
- Review and forecast analysis of key metrics, as well as other financial consulting related to business performance, operating and strategic reviews
- Identify opportunities for process improvements within the scope of responsibilities
- Research low to moderately complex financial data in support of management decision-making for a specific business unit, division, or product
- Create and communicate various activities such as product pricing, product, and portfolio performance
- Exercise independent judgment to guide key metrics forecasting, closing data and validation
- Present recommendations for resolving all aspects of delivering key forecasting projections as well as financial reporting to support monthly and quarterly forecasting
- Develop expertise on reporting that meets brand standards and internal control standards
- Collaborate and consult with peers, colleagues, internal partners and managers within finance and a given line of business to resolve issues and achieve goals
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:
- Bachelor's/Master’s Degree in Finance, Accounting, Business, or Economics; CA/CFA/MBA a plus
- Total 07-10+ years of experience in corporate, multi-line business organization.
- Exposure to key accounting tools like Oracle Financials, Essbase, SAP.
- Prioritize multiple tasks in a fast-paced environment with critical deadlines.
- Excellent communication skills (oral and written), organizational skills, and experience articulating issues, risks, and proposed solutions to management
- Ability to communicate and influence at multiple levels ranging from individual contributors to senior managers
- Must be comfortable presenting to Finance leaders.
- Ability to work both independently and within a team environment.
- Able to build and maintain good working relationships with internal partners
Job Expectations:
- Strong knowledge in PowerPoint, Tableau, or Power BI is a plus but not required
- Ability to create financial analyses to support business strategies and/or business cases.
- Experience developing real estate cash flow and GAAP-based analysis to make informed portfolio decisions is a plus
- Conducting in-depth research of financial, operating and analyzing, interpreting and reporting findings; working with business partners
- Collect financial data, performing high-level analysis, testing for accuracy, identifying and resolving complex problems
- Analyze the trends of Key Performance Indicators (KPI), especially relating to financial metrics, monitor KPI and identify the cause of any unexpected variances
- Performing complex variance and trend analyses; communicating and providing guidance to business partners regarding relevant financial policies
- Create monitoring systems or models to predict financial outcomes
- Recommend business strategies or approaches and providing input to business strategic plans based on various analysis
- Develop a “continuous improvement” ethos within the team and help drive this culture across the finance function.
- Review month end, year-to-date and full year financial results for a portfolio of properties and explain key variance drivers to stakeholders while highlighting financial and operational risks and opportunities
- Review and adjust building budgets annually, provide assistance to other CPG departments involved in process, including activities such as reviewing actual history, calculating project impacts, identifying key expense drivers, adjusting space allocation data, rate analysis, and Year over Year trends
- Communication of occupancy rates to internal stakeholders as well as determining any necessary occupancy rate adjustments due to changes within the real estate portfolio
- Ad-hoc financial analysis as necessary or requested by Finance leaders or other CPG departments (e.g., trend analysis, historical data by property, review of annual building-level occupancy rates)
- Provide financial and strategic support to business line customer on major occupancy initiatives
- Interface with CPG Financial Analysis team to support real estate strategy scenario modeling.
Posting End Date:
7 Aug 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.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our 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.