Wells Fargo Financial Consultant 4 in Charlotte, North Carolina

You have a proven track record of success but you’re looking for more. More responsibility. More challenges. At Wells Fargo you’ll find that opportunity. You’ll join a team of people who are smart and share your values. You can enjoy a diverse career as you learn and grow your capabilities across our multiple lines of business. Our supportive environment can help you make a difference within the company and the communities we serve.

Corporate Finance plans, tracks, analyzes and reports financial results, manages the company’s balance sheet, including funding, capital and investments; oversees internal real estate needs; drives acquisitions; is responsible for financial controls; and leads corporate strategy.

Corporate Finance identifies areas of financial risk and mitigates efforts appropriately. It works with capital markets to provide lowest possible costs of incremental funding, subject to capital and financial risk management constraints. It improves financial performance by analyzing business unit performance and recommending areas of improvement. The group strives for excellence in customer service and client support by exhibiting behavior that is fair, reasonable, ethical, and professional.

The Liquidity Risk Management Group is looking for a highly motivated individual with financial services industry and Financial Analysis and Reporting experience to support enterprise wide liquidity analysis and reporting.

The Liquidity Risk Management Group is part of Corporate Treasury within Wells Fargo Corporate Finance and is responsible for analysis and management of liquidity risk across the enterprise and all related reporting to WFC Senior Management, the Board of Directors and Regulators.

The Financial Consultant position provides a unique opportunity to gain a thorough understanding of Wells Fargo’s balance sheet and add value to the company’s risk management practices.

Specific responsibilities include, but not limited to:

  • Assist in the aggregation and review of consolidated inputs for the firm’s deposits and other liability positions to the Federal Reserve via the FR2052A submission.

  • Providing complex financial analysis and research in support of management decision-making for consolidated liquidity planning primarily related to the firm’s Deposits.

  • Managing data processes to support compliance with emerging regulations on liquidity management and stress testing.

  • Researching and enhancing reliability of liquidity related data across the firm.

  • Identifying and implementing solutions related to complex liquidity issues and contribute to on-going strategic decisions within Treasury and company-wide.

  • Working with regulators to demonstrate our compliance, remedy their concerns, etc.

  • Preparation of additional ad-hoc analyses/presentations and completing special projects within tight deadlines.

  • Assist in the development, maintenance and execution of Governance & Oversight framework documentation and controls including reconciliation and variance analysis.

  • Establishing requirements to improve reporting in the data mart and to complete testing of implementation.

  • Assisting in further development of proprietary reporting tools and testing of implementation of improvements/enhancements.

The ideal candidate will have a demonstrated track record of attention to detail, and critical thinking. They will possess excellent collaboration and organization skills, with the proven ability to develop cross-functional relationships and the capability to manage to deadlines. She/he will be able to work independently, be highly organized, able to prioritize multiple tasks, and take on new challenges.

Required Qualifications:

  • 6+ years of finance experience

Desired Qualifications:

  • Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA)

  • A Masters of Business Administration (MBA) or a Certified Public Accountant (CPA) Designation

  • Knowledge and understanding of treasury management industry: asset liability management (ALM), liquidity management, and stress testing

  • Knowledge and understanding of financial analysis, forecasting and analyzing interest income and balance sheet behavior

  • Hyperion Essbase experience

  • OBIEE (Oracle Business Intelligence Enterprise Edition) experience

  • Advanced Microsoft Excel skills

  • Ability to gather, analyze, and interpret large datasets

  • Excellent verbal, written, and interpersonal communication skills

  • Knowledge and understanding of general ledger systems

  • Accounting or finance experience

  • Ability to prepare management level presentations

  • Deposit products experience

  • Ability to deliver highly complex credit and deposit solutions to clients

How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psp/PSEA/APPLICANTNW/HRMS/c/HRSHRAM.HRSAPPSCHJOB.GBL?Page=HRSAPPJBPST&FOCUS=Applicant&SiteId=1&JobOpeningId=5343923&PostingSeq=1.

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.

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.