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Finance Consultant

at Wells Fargo

Posted: 2/13/2020
Job Reference #: 15296218
Keywords: financial

Job Description

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Enterprise Finance drives financial management for the company and maintains and enhances risk and financial controls. Key functions within Enterprise Finance include finance and accounting; Treasury; corporate development, mergers, and acquisitions; Data Management and Insights, the Customer Remediation Center of Excellence, Enterprise Shared Services, Business Process Management, and Corporate Strategy. Enterprise Finance informs shareholders, regulators, taxing authorities, team members, and leaders of the company’s financial performance through earnings releases, investor meetings and conferences, and meetings with regulators and credit rating agencies, following appropriate reporting guidelines. They also maintain and enhance risk and financial controls and lead many of the company’s shared services functions including corporate properties, security, and global services.

Enterprise Finance

The Enterprise Finance Group reports to the CFO Enterprise Finance is responsible for the development and management of the Finance Centers of Excellence (COEs), including: Cost Allocation, Expense, Finance Application Support & Strategy, Reporting & Analytics, Revenue Forecasting, and Investment Optimization, as well as Functional Finance Support, and Enterprise Financial Planning & Analysis.

The Revenue COE is a vital function within Enterprise Finance. The COE supports all aspects of delivering projections, subject matter expertise and effective tools to support all of WFC’s forecasting needs. The team uses a model based approach partnering closely with Corporate FP&A, Corporate ALM, Business Finance, Capital Planning, Liquidity Risk, Corporate Credit, and Modeling COE partners. The team is responsible for supporting balance sheet and revenue inputs and assumptions related to enterprise forecast, stress test, resolution planning scenarios, and capital planning.

Revenue Center of Excellence - Finance Consultant

The Role

Finance Consultant responsibilities may include, but not be limited to: 

  • Execute Wholesale fee income forecast and contribute to wide reaching Stress Test and Resolution Planning process and related documentation through effective partnerships with Business Finance, Corporate FP&A, Corporate Enterprise Risk Group, and Modeling COE
  • Develop deep understanding of dynamics and assumptions related to model assumptions, including management judgement, and other drivers used to build fee income projections
  • Build relationships and partner closely with Business and Enterprise Finance, Modeling COE, and Corporate Risk in support of all deliverables
  • Exhibit leadership skills and the ability to foster a culture of strong consultation, sound decision making, solid controls, and continuous improvement across diverse work partners
  • Identify opportunities for improved methodologies and processes for delivering key forecasting projections
  • Ensure that model risks are appropriately managed and mitigated 
  • Provide management with meaningful insight into underlying drivers impacting Fee income results

Required Qualifications

  • 4+ years of experience in one or a combination of the following: finance, accounting, analytics and reporting; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, Business and 2+ years of experience in one or a combination of the following: finance, accounting, analytics or reporting

Desired Qualifications

  • Essbase and/or SmartView experience
  • Ability to take on a high level of responsibility, initiative, and accountability
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
  • Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA)
  • Advanced Microsoft Office (Outlook, Excel, Word, PowerPoint, LiveMeeting and SharePoint) skills
  • Ability to successfully operate in a complex and matrixed environment
  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting

Other Desired Qualifications
  • Strong analytical skills with knowledge and understanding of financials
  • Highly organized and detail oriented, with the ability to handle multiple tasks simultaneously and prioritize effectively



All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!