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Finance Associate

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Wells Fargo

Yesterday

  • Job
    Full-time
    Mid Level
  • Data
    Banking & Finance
  • Hyderabad, +1
  • 2d left

AI generated summary

  • You need 3+ years in finance or related fields, a relevant degree, strong Excel/PowerPoint skills, knowledge of Essbase, SQL, BI tools, and excellent analytical, communication, and collaboration skills.
  • You will analyze financial data, create reports, support executives, improve processes, and enhance reporting accuracy while collaborating with various teams across the organization.

Requirements

  • 3+ 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)
  • Good working knowledge of Essbase and financial reporting systems and applications
  • Good technical and visualization skills (particularly MS Excel and PowerPoint)
  • One should come with a good learning mindset in terms of picking skills required for project
  • Good to have BI reporting experience preferably in Power BI and Tableau
  • Good to have knowledge in SQL applications, querying techniques and nimble in learning technologies
  • Good 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
  • Interpersonal and collaboration skills, with demonstrated ability to build and maintain key relationships and partner with team members and senior executives
  • Independent critical thinking, problem-solving and decision-making

Responsibilities

  • Interact and Coordinate with 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
  • 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
  • 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
  • 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

FAQs

What is the job title for this position?

The job title for this position is Finance Associate.

What are the main locations for Wells Fargo India?

Wells Fargo India operates in Hyderabad, Bengaluru, and Chennai.

What are the key responsibilities of the Finance Associate?

The key responsibilities include interacting with WIM finance stakeholders, producing LOB reports, performing ad hoc financial analysis, and collaborating with business leaders to identify reporting opportunities.

What qualifications are required for this role?

A bachelor's degree in Business or a related field and 3+ years of experience in finance, accounting, analytics, reporting, or data management are required.

Are there any preferred technical skills for this position?

Yes, proficiency in BI tools like Power BI and Tableau, along with knowledge of SQL applications, is preferred.

What soft skills are important for this role?

Strong analytical skills, attention to detail, excellent verbal and written communication skills, and interpersonal skills are important for this role.

What is the posting end date for this job?

The posting end date for this job is 8th September 2024.

How does Wells Fargo view diversity and inclusion in the workplace?

Wells Fargo values diversity, equity, and inclusion and welcomes applications from all qualified candidates, regardless of their background or status.

Is a drug-free policy in place at Wells Fargo?

Yes, Wells Fargo maintains a drug-free workplace.

How can applicants with disabilities request accommodations during the recruitment process?

Applicants with disabilities can request a medical accommodation during the application or interview process by visiting Disability Inclusion at Wells Fargo.

Wells Fargo

Finance
Industry
10,001+
Employees
1929
Founded Year

Mission & Purpose

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. 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. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.