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Treasury Associate

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Wells Fargo

4d ago

  • Job
    Full-time
    Senior Level
  • Data
    Banking & Finance
  • 18hrs left

AI generated summary

  • You need 5+ years in finance/accounting, strong analytical skills, data analysis experience, knowledge of treasury management, and proficiency in SQL/Python/Power BI. Open to Bangalore location.
  • You will prepare treasury reports, develop business intelligence tools, ensure data compliance, analyze funding portfolios, maintain process documentation, and support process improvement projects.

Requirements

  • 5+ years of experience in one or a combination of the following: finance, accounting, analytics and reporting; and a B.Tech, MBA, CFA, or higher and 2+ years of experience in one or a combination of the following: finance, accounting, analytics or reporting
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to take initiative and work independently with minimal supervision
  • Ability to exercise independent judgment to identify and resolve problems
  • Experience performing data analysis and reporting within a major financial institution
  • Effectively present/ explain complex analysis
  • Knowledge and understanding of securities collateral, debt and hedging, and treasury management
  • Ability to communicate effectively with business partners and senior management
  • Should be comfortable with Bangalore work location
  • Helping enhance and maintain comprehensive process documentation
  • Organizing and providing support for process improvement projects
  • Experience with SQL / Python/Power BI/Alteryx
  • Technical Skills: Microsoft Office (Word, Excel, Outlook, and PowerPoint) and Visio

Responsibilities

  • Participate in the preparation of daily, weekly and monthly Enterprise-wide Collateral, Global Funding, and Multi-Currency Treasury reporting.
  • Assist in the development and buildout of business intelligence tools to be used for analysis and reporting.
  • Work closely with other PACU resources to ensure compliance with data governance requirements.
  • Work with GFCM and other Treasury partners to perform analysis of the firm's securities collateral and funding portfolios for optimization and liquidity improvement opportunities.
  • Help enhance and maintain comprehensive process documentation.
  • Organize and provide support for process improvement projects.

FAQs

What is the job title for this position?

The job title for this position is Treasury Analyst - Analytics & Reporting.

What are the primary responsibilities of the Treasury Finance Consultant?

The primary responsibilities include preparing daily, weekly, and monthly Enterprise-wide Collateral, Global Funding, and Multi-Currency Treasury reporting, assisting in the development of business intelligence tools, ensuring compliance with data governance requirements, and analyzing the firm's securities collateral and funding portfolios.

What are the required qualifications for this role?

The required qualifications include 5+ years of experience in finance, accounting, analytics, and reporting, along with a B.Tech, MBA, CFA, or higher, and 2+ years of experience in a combination of finance, accounting, analytics, or reporting.

What technical skills are preferred for this job?

Preferred technical skills include proficiency in SQL, Python, Power BI, Alteryx, and Microsoft Office applications (Word, Excel, Outlook, PowerPoint, and Visio).

Is there a specific location requirement for this position?

Yes, candidates should be comfortable with the Bangalore work location.

What is the deadline for applying for this job?

The posting end date for this job is October 7, 2024.

Does Wells Fargo value diversity and inclusion in its hiring process?

Yes, Wells Fargo believes in diversity, equity, and inclusion in the workplace and welcomes applications from all qualified candidates.

Are accommodations available for applicants with disabilities?

Yes, accommodations for applicants with disabilities are available upon request during the recruitment process.

What is emphasized regarding risk management in this role?

Employees are accountable for executing risk programs and are expected to adhere to Wells Fargo policies and procedures, fulfilling risk and compliance obligations effectively.

Can applicants expect a drug-free workplace?

Yes, Wells Fargo maintains a drug-free workplace as part of its policies.

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.