Job Description
Department Overview
Wells Fargo & Company is an American multinational financial services company with operations in 35 countries with over 70 million customers globally. It is considered as one of the 'Big Four Banks' of the United States
Wealth and Investing Management is one of United States leading providers of financial and investment services and includes Wells Fargo Advisors and Wells Fargo Private Bank. WIM administers more than $2 trillion in client assets, including nearly $186 billion in deposits, and has nearly $85 billion in loans. As part of Wealth and Investing Management (WIM) Finance this group focus on providing finance advice and support for Digital and Automated Investing, Independent Advisor Group and Advisor and Client Services.
About the Role
The Finance Associate will be responsible in ensuring all the financials, forecasting, planning and management reporting activities relating to WIM Finance are provided in a timely, accurate and effective manner. The incumbent should have strong communication skills, a good functional understanding and have the ability to provide effective presentation and analytics to the senior leaders.
Responsibilities
• Candidate should be a subject matter expert on FP&A and should be good with the numbers, ability to break the information into meaningful data points
• Performing variance and trend analyses; Serve as a valuable resource to the other members of the team while promoting knowledge sharing and team collaboration.
• Recommend business strategies or approaches and provide input to the finance leaders and business leaders based on various analyses
• Good with financial modelling, understand various process and execute enhancements to make the processes robust and efficient
• Good stakeholder engagement skills and should have excellent communication and presentation skills.
• Strong analytical and critical thinking skills combined with strategic business focus and ability to lead
• Capable of conducting in-depth research of large data (financial & non-financial) using various tools and providing insightful solutions to stakeholders.
• Capable of planning and executing projects through timely tracking and delivering them to stakeholders.
• Have good financial modelling, template building, dashboard and presentation skills as this will really help in transforming the reports to the next level.
• Ability to perform complex analyses, build financial models, draw conclusions, and communicate recommendations to business leaders.
Essential Qualifications
• MBA (or) Cost & Management Accountant (or) Chartered Financial Analyst with 4-5 years of post-qualification experience.
• Candidate should have strong FP&A expertise and has experience in working with senior leaders providing strategic solutions.
• Candidate must have hands on experience in LOB / segment / product reporting / management reporting / dashboard / presentations / Analytics / commentary.
• Candidate should have Essbase, Hyperion, Cognos and should be a subject matter expert in data retrievals from different cubes.
• Ability to work both independently and within team environment. Strong communication and presentation skills.
• Prioritize multiple tasks in a fast-paced environment with critical deadlines.
• Advanced knowledge of Excel, Business Intelligence tools and Power point.
• Use DAX queries and functions in Power BI / Tableau to create dashboards and interactive visual reports
• Design, develop and deploy business intelligence solutions with SQL queries to get the data
Desired Qualifications
• Good understanding of Accounting and preferably knowledge of US GAAP is an additional advantage.
• Financial Services (brokerage in particular) Industry experience strongly preferred
Wells Fargo & Company is an American multinational financial services company with operations in 35 countries with over 70 million customers globally. It is considered as one of the 'Big Four Banks' of the United States
Wealth and Investing Management is one of United States leading providers of financial and investment services and includes Wells Fargo Advisors and Wells Fargo Private Bank. WIM administers more than $2 trillion in client assets, including nearly $186 billion in deposits, and has nearly $85 billion in loans. As part of Wealth and Investing Management (WIM) Finance this group focus on providing finance advice and support for Digital and Automated Investing, Independent Advisor Group and Advisor and Client Services.
About the Role
The Finance Associate will be responsible in ensuring all the financials, forecasting, planning and management reporting activities relating to WIM Finance are provided in a timely, accurate and effective manner. The incumbent should have strong communication skills, a good functional understanding and have the ability to provide effective presentation and analytics to the senior leaders.
Responsibilities
• Candidate should be a subject matter expert on FP&A and should be good with the numbers, ability to break the information into meaningful data points
• Performing variance and trend analyses; Serve as a valuable resource to the other members of the team while promoting knowledge sharing and team collaboration.
• Recommend business strategies or approaches and provide input to the finance leaders and business leaders based on various analyses
• Good with financial modelling, understand various process and execute enhancements to make the processes robust and efficient
• Good stakeholder engagement skills and should have excellent communication and presentation skills.
• Strong analytical and critical thinking skills combined with strategic business focus and ability to lead
• Capable of conducting in-depth research of large data (financial & non-financial) using various tools and providing insightful solutions to stakeholders.
• Capable of planning and executing projects through timely tracking and delivering them to stakeholders.
• Have good financial modelling, template building, dashboard and presentation skills as this will really help in transforming the reports to the next level.
• Ability to perform complex analyses, build financial models, draw conclusions, and communicate recommendations to business leaders.
Essential Qualifications
• MBA (or) Cost & Management Accountant (or) Chartered Financial Analyst with 4-5 years of post-qualification experience.
• Candidate should have strong FP&A expertise and has experience in working with senior leaders providing strategic solutions.
• Candidate must have hands on experience in LOB / segment / product reporting / management reporting / dashboard / presentations / Analytics / commentary.
• Candidate should have Essbase, Hyperion, Cognos and should be a subject matter expert in data retrievals from different cubes.
• Ability to work both independently and within team environment. Strong communication and presentation skills.
• Prioritize multiple tasks in a fast-paced environment with critical deadlines.
• Advanced knowledge of Excel, Business Intelligence tools and Power point.
• Use DAX queries and functions in Power BI / Tableau to create dashboards and interactive visual reports
• Design, develop and deploy business intelligence solutions with SQL queries to get the data
Desired Qualifications
• Good understanding of Accounting and preferably knowledge of US GAAP is an additional advantage.
• Financial Services (brokerage in particular) Industry experience strongly preferred
💡 Quick Summary
Seeking a career-building opportunity? The P1 | Finance Associate position is now open for candidates interested in the Bank Jobs sector. This role in Chennai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.