Lead Treasury Analyst

About this role:

Wells Fargo is seeking a Lead Treasury Analyst to lead transformation and strategic initiatives related to Corporate and Investment Banking Financial forecasting processes inclusive of but not limited to the balance sheet and net interest income forecast processes

In this role, you will:

• Collaborate and consult with business partners such as the broader finance team, treasury functions, transformation office, risk modeling groups, etc. to understand end-to-end forecast process, assess opportunities for improvement, and support ongoing strategic initiatives
• Develop strategic roadmap to transform the forecast process to achieve optimal automation and process efficiency
• Establish and gain buy-in for ideas / vision / define solutions that are attainable and directly support business needs
• Lead team through implementation of the strategic roadmap, ensuring efficiency, data quality, risk mitigation, compliance, and well-controlled processes
• Exercise sound judgement, and apply an appropriate level of skepticism and review and challenge through collaborative partnership
• Produce complex reporting and analytics to provide management with meaningful insight into underlying drivers impacts balances and yields forecasts
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications, US:

• 5 years of Treasury, finance, change management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experiences in process improvements and automation
• Familiarity of emerging financial / analytical tools
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• Knowledge and understanding of financial analysis, forecasting as well as balance sheet and net interest income behavior
• A strong track record of change management, problem solving, attention to detail, critical thinking with a willingness to engage in continuous process improvement
• Ability to work independently, be highly organized, able to prioritize multiple tasks, and take on new challenges
• Capability to interpret and communicate complex financial data to a variety of stakeholders and management levels in a clear and concise format
• Flexibility to manage multiple projects in a time sensitive environment

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.