About this role :
Wells Fargo is seeking a Finance Data Insights & Analytics Consultant
In this role, you will :
- Conduct in-depth analyses and preparing strategic and analytical dashboard / reports for senior management
- Creating performance reports by various coverage and product groups using metrics from Salesforce
- Perform ad-hoc data analysis as needed; includes analysis and reporting around banker productivity, deal pipeline, credit exposure, market share analysis, and human capital initiatives.
- Support Corporate Investment Bank wide initiatives and projects
- Assist with the regular recurring business partner discussions and recurring pipeline meetings including preparation of all presentation's materials
- Execute and distribute standardized reporting to various groups within business group and partner organizations across corporate & investment banking group.
- Establish and maintain strong relationships with business and technology partners. Liaise and collaborate with external data providers as needed.
Required Qualifications :
4+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, educationDesired Qualifications :
This position will serve as a member of the CIB Finance Data Insights & Analytics Team within the Corporate & Investment Banking line within Finance business of Wells Fargo.The Team Member will help support COO / CFO Team in establishing business and client priorities, partnering with the broader Wells Fargo organization, and running the day-to-day operations of the business.Knowledge and understanding of Corporate & Investment BankingAbility to research and report on a variety of issues like company hierarchy building (parent to subsidiaries) using problem solving skillsExperience in problem analysis, solution implementation, and change managementExcellent verbal, written, and interpersonal communication skillsKnowledge and understanding of strategic planning and executionAbility to make timely and independent judgment decisions while working in a fast-paced and results-driven environmentAbility to articulate issues, risks, and proposed solutions to various levels of staff and managementAbility to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are importantExperience in financial analysis including company assessment (leverage, working capital, etc.) and internal client / LOB financial performance analysis.Job Expectations :
Proficient in Excel (Advanced), including advanced financial functions, pivot tables, and data analysis tools for strategy building.Competent in creating KPI reporting to track financial and operational performance, ensuring alignment with business goals.Capable of applying data-driven decision making to optimize financial outcomesExpertise in financial analysis to assess business performance, profitability, and financial health.Accomplish management responsibilities which include sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks.Shift : 1 : 30 pm to 10 : 30 pm ISTPosting End Date : 13 Jul 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 .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our 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.