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Job title SFA (Techno Functional FP&A and Power BI)
Job Description
About Well Fargo India
Wells Fargo India enables global talent capabilities for Wells Fargo N.A. by supporting business lines and functions across Technology, Operations, Risk, Audit, Process Excellence, Automation and Product, Analytics and Modelling. Wells Fargo India is operating in Hyderabad, Bengaluru and Chennai.
Wealth and Investment Management (WIM) delivers a comprehensive suite of Banking, Trading and Wealth Management solutions to High Net Worth (HNW) customers. We focus on our client's overall financial needs and provide solutions to serve the needs.
About the Role
The successful candidate will be the key finance contact and business partner to WIM BLT(Banking, lending and Trust) Finance stakeholders. The candidate will be required to provide detailed financial reporting and analyses, planning and forecasting, presentations and insights, to help drive top-level executive financial reporting that supports strategic business decisions. One should be equipped with technical skills with tools like Power BI, SQL and other BI tools
Responsibilities
- Lead initiatives and provide WIM(Wealth and Investment Management) wide advice related to financial research and reporting
- Coordinate and execute the production of LOB reports
- Perform ad hoc financial analysis and support requests from executive management on various matters, including business performance, process improvement, and business transformation
- Interact with senior executives as part of ad hoc analysis requests
- Work with business leaders and business partners to identify reporting and analysis opportunities, and to provide custom reporting, while creatively determining how to best summarize and visualize results
- Play a leading role in continuing to improve the collection, connectivity, and reporting effectiveness of financial data, including but not limited to
- Determine data needs, source and analyze the underlying financial data used to create reports, and to execute all associated processes and controls
- Partner with internal data providers and stakeholders across all lines of business with the goal to maintain and improve the accuracy and timeliness of reporting on an ongoing basis
- Continue to improve the quality of results by participating in or driving both short- and long-term initiatives to improve the operating model and the quality of sourced data
- Investigate and explain period on period variances in source data. This includes creating data adjustments to resolve data quality issues on a re-occurring and ad hoc basis
- Focus on reduction of manual controls, automation of manual processes, reduction of handoffs, and increasing operational efficiency with executive dashboards and presentations
- Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards
- Support the advancement of broader Finance objectives, including facilitating strategic decisions and outcomes, enhancing existing processes or introducing incremental opportunities to strengthen process linkages and data consistency across the enterprise
Essential Qualifications
- 8+ years of demonstrated experience in one or a combination of the following finance, accounting, analytics, reporting, data management, or similar fields
- A Bachelor's degree or higher in Business or a complementary field (Finance, Accounting, Economics, Mathematics, Statistics, Computer Science, Data Science, or similar)
- Excellent working knowledge of Essbase and financial reporting systems and applications
- Strong technical and visualization skills (particularly MS Excel and PowerPoint)
- Good hands on BI reporting experience preferably in Power BI and Tableau
- Understanding of SQL applications, querying techniques and nimble in learning technologies
- Proficiency in creating high quality presentations suitable for executive management
- Understanding of financial analysis, financial statements, and key processes in financial services companies
- Strong attention to detail and accuracy - proven ability to produce quality results timely
- Strong analytical skills, including the ability to complete data investigations and summarize findings in a clear and meaningful way
- Excellent verbal and written communication skills, with ability to summarize findings into concise points geared towards the audience
- Ability to present information in a manner that persuades, educates, and enhances understanding at all levels
- Interpersonal and collaboration skills, with demonstrated ability to build and maintain key relationships and partner with team members and senior executives
- Demonstrated success in a matrixed environment or in cross-functional role(s)
- Proven ability to prioritize, stay organized, and bring tasks to complete closure with minimal supervision
- Independent critical thinking, problem-solving and decision-making
Posting End Date
*Job posting may come down early due to volume of applicants.
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.
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