Finance Senior Consultant – Forecasting Process

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration.

To participate in some selection activities you will need to respond to an invitation.

The invitation can be sent by both email and text message.

In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do.

We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo.

It all begins with outstanding talent.

It all begins with you.

Finance brings together enterprise functions that drive Wells Fargo’s financial management, including accounting and control, financial planning and analysis, line of business finance, asset-liability management, treasury, tax management, and the company’s investment portfolios.

They also inform shareholders, regulators, taxing authorities, employees, and leaders of the company’s financial performance through earnings releases, investor meetings and conferences, and meetings with regulators and credit rating agencies, following appropriate reporting guidelines.

Technology Finance is seeking an experienced, highly skilled professional to lead the Resource Forecasting Process to enable our Commercial, Corporate & Investment Banking Technology investment portfolios.

The Technology Finance team is accountable for the strategic planning, forecasting and loading resource information relevant to these forecasts into various forecasting tools.

This role will partner with several Technology Business Support Leads, their respective Strategic Finance Partners, as well as other key Finance Team Leads to support the operational needs of our people, process and business systems.

The role requires strong relationship management, influencing, vision, operational and execution skills.

A key differentiator will be the ability to think strategically, and understand and operate successfully in a complex, heavily matrixed corporate environment.

The role will provide positive impact on our workforce forecasting disciplines.

The ideal candidate will have proven experience with leading matrixed teams, resource and capacity planning, building and developing business partner relationships, strong written/oral communication and influencing skills, and process design and improvement.

Reporting into the Resource Management Finance Manager for Commercial, Corporate & Investment Banking Technology, the Senior Finance Consultant / Forecasting Lead will lead a matrixed team to execute monthly resource forecasting processes, to include employee, contractor, statement of work, and offshore labor, as well as other third party vendor costs required to deliver Change the Bank and Run the Bank initiatives across several technology organizations.

These efforts include leading a matrixed team to identify required resource allocations with technology partners, loading data into various forecasting tools, summary reporting, deep dive analysis, budget and resource reconciliation, and regular reviews.

Required Qualifications
6+ years of experience in one or a combination of the following: finance, accounting, analytics and reporting; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, Business and 4+ years of experience in one or a combination of the following: finance, accounting, analytics or reporting
Desired Qualifications
A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or ReportingAbility to successfully operate in a complex and matrixed environmentExcellent verbal, written, and interpersonal communication skillsAbility to analyze metrics and articulate data trends both visually and verballyAbility to develop partnerships and collaborate with other business and functional areasStrong analytical skills including analysis of financial metricsAbility to communicate confidentially and professionallyAbility to prepare presentations, management reporting, and statistical analysisStrong attention to detail and accuracy skillsKnowledge and understanding of report analysis: emphasis on accuracy and telling a story with supporting detailsAbility to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are importantAbility to exercise independent judgment to identify and resolve problemsAdvanced Microsoft Office skillsEssbase and/or SmartView experience
Other Desired Qualifications
3+ years of experience organizing and managing workforce strategy and financial management priorities3 + years of experience in one or a combination of the following: strategic planning, initiative management or project management3+ years of experience in resource capacity planning3+ years of experience leading matrixed resourcesConfident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflictsAbility to negotiate, influence, and collaborate to build successful relationshipsAbility to execute in a fast paced, high demand, environment while balancing multiple prioritiesCapacity and desire to work both at a strategic and detailed analysis levelExcellent time management skills and ability to multi-task and handle competing priorities under pressureSelf-motivated individual to go beyond immediate responsibilities
Job Expectations
Ability to travel up to 10% of the time
Salary Information

The salary range displayed below is based on a Full-time 40 hour a week schedule.

NC-Charlotte: Min: $84,000 Mid: $120,000 Max: $156,000

Street Address

NC-Charlotte: 300 S Brevard St
– Charlotte, NC

Disclaimer

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.

Benefits Summary

Benefits

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.