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Senior Finance Analyst
- Wells Fargo (Dallas, TX)
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About this role:
Wells Fargo is seeking a Senior Finance Analyst for Client Analytic supporting Wholesale Technology Finance and its business partners.
In this role, you will:
+ Perform monthly financial analysis and report for Bill of IT for each Wholesale Finance LOB's
+ Create monthly reporting and present financial results to LOB and technology leaders related to technology expense allocations, trends and opportunities to optimize cost
+ Produce technology investment portfolio analysis and reporting for each LOB
+ Work with technology leaders to leverage cost transparency information to build cost-benefit analysis and financial proformas to optimize spend and help understand financial implications on key decisions
+ Provide financials needed to support technology merger & acquisition activities including monthly TSA billing with Corporate Accounting.
+ Help train technology leaders to leverage cost transparency dashboard to self-research and monitor their infrastructure spend
+ Develop strategies and make recommendations for cost allocations
+ Lead complex financial projects impacting one or more lines of business
+ Establish effective and efficient reporting delivery that meets brand standard and internal control standards
+ Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Strong technical abilities with knowledge of financial systems/related process workflows, and the ability to simplify/analyze large data sets to tell the story behind the financials will be critical for this role.
Required Qualifications, US:
+ 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
+ Technology Finance experience
+ Corporate cost allocations experience
+ Experience working with large data sets
+ Financial Industry Experience
+ Apptio Experience
+ Advanced MS Office
+ Strong financial and analytical skills with the ability to interpret complex financial data and provide actionable insights.
+ Excellent verbal and written communication skills, with the ability to present complex concepts clearly to stakeholders at all levels.
Job Expectations:
+ This position offers a hybrid work schedule in location/s listed
+ This position is not eligible for Visa sponsorship
+ Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Posting End Date:
9 Jun 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-458982
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