The role involves managing risk attestations, collaborating on process development, overseeing documentation, and providing insights for financial planning and reporting. It requires strong financial acumen and communication skills.
About this role:
Wells Fargo is seeking a Finance Transformation Analyst.
In this role, you will:
2 Aug 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.
Wells Fargo is seeking a Finance Transformation Analyst.
In this role, you will:
- Work closely with application business owners (ABOs) on monthly, quarterly, and annual risk attestations and certifications. Provide follow-up and report results to FTO leaders.
- Collaborate with US team members to develop and document new processes supporting FTO risk deliverables.
- Responsible for tasks within assigned risk management discipline(s). Liaise with risk and FTO team members to effectively and efficiently complete required documentation and exercises by the published due date.
- Direct and administer risk activities within the broader team. Assign work, due dates and provide constructive feedback to FTO partners.
- Manage and maintain documentation library. Responsible for version control and access management.
- Manage group RMEO calendar, facilitate meetings and keep team abreast of upcoming risk deliverables.
- Participate in functions related to financial research and reporting.
- Engage senior leadership and executives to drive outcomes.
- Identify opportunities for process improvements within the scope of responsibilities.
- Lead or participate in moderately complex initiatives as a technical professional
- Provide a broad expertise and unique skills used to develop company objectives and standards
- Contribute to large scale planning such as economic research in support of management decision making for a business unit
- Research key forecasting projections as well as management of financial reporting to support monthly and quarterly forecasting
- Perform work on significant and unique issues involving data and evaluation or highly complex situations
- Develop strategies and make recommendations for forward financial planning
- Lead team to meet the implementation of complex projects impacting one or more lines of business
- Establish effective and efficient reporting delivery that meets brand standard and internal control standards
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- CA, ICWA or MBA as preferred qualification.
- Excellent verbal and written communication skills.
- Strong PowerPoint skills, Microsoft word, OneNote skills.
- Intermediate to Advanced PowerBI and/or Alteryx skills.
- Strong attention to detail but able to understand the big picture.
- Excellent organization skills.
- Finance acumen with the ability to understand or explain complex financial concepts to team members outside of finance and align business processes to risk management programs.
- Ability to work both independently and in a team environment.
- Have a proactive approach towards work deliverables.
- Problem solver, inquisitive and resourceful.
- Strong administrative and time management skills.
- Familiarity with Wells Fargo internal applications and risk platforms is helpful.
- Business System Support experience a plus
2 Aug 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.
Top Skills
Alteryx
Microsoft Powerpoint
Microsoft Word
Onenote
Power BI
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