Finance Associate

About this role:

Wells Fargo is seeking a Finance Associate.

In this role, you will:

• Participate in researching financial data and reporting the findings within the functional area
• Work in collecting internal financial data, analyze and test for accuracy
• Review tactical issues, policies or procedures for which answers can be quickly obtained, related to risks and deliverables
• Receive direction from supervisor to support operational aspects of work that may include maintaining ledger accounts to ensure accurate maintenance of financial data
• Exercise independent judgment while preparing data for research on product lines and strategic plans
• Understand compliance and risk management requirements for supported area
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required qualifications:

• 6+ months of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 6+ months of experience in projects involving data sourcing, data integration, performing related data study, Gap analysis of Data elements between the key reports and Data available in the Application to aid adoption of new System for achieving the larger objective of FTO to eliminate Data redundancy, standardize data and establish single source for Finance Use cases as medium term priority and Non-Finance Use cases as the long term priority by performing the above activities in financial services industry .
• Degree in Accounting or Engineering with Data Science or higher in business administration, Project management certification
• Knowledge and understanding of Data warehouse, database querying using SQL or similar querying methods.
• Experience in Project management related to Data sourcing, establishing Data integrity controls and Data analysis to enhance quality.
• Experience in Microsoft Office skills, writing Structured Query Language (MS_SQL) and basic knowledge in Python and Power Bi
• Experience in working as part of highly agile transformation/change management teams.
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, presentation and interpersonal communication skills
• Knowledge and understanding of financial services industry, with emphasis on Capital Market products
• Strong organizational, multi-tasking, and prioritizing skills as projects involve interaction with Senior leadership groups
• Ability to train and guide team members and manage transformation initiatives to optimize operational effectiveness and efficiencies.

Job Expectations:

• Work in agile teams using scrum methodologies for product development that facilitates activities and Projects related to Applications support in Finance Data Operations.
• Collaborate and consult with peers, colleagues, product owners, stakeholders, and leadership to serve Downstream User community's Data needs by achieving product vision.
• Use Analytical skills and Project Management techniques to support data integration, minimum curation to facilitate production of reports that enables Regulatory Report submission and analysis, insights gathering to support decision making by Management.
• Use data analysis techniques by interacting with SQL platforms to aid data sourcing from multiple Data domains.
• Spearhead efforts in identification of Risk and implementation of controls, documentation of our consolidated reporting and control architecture, establishing an effective and G&O compliant architecture for daily financial reporting.
• Face off with internal and external audit and COSO for a high-risk application as defined under operational risk guidelines.
• Have a robust understanding of relational databases where the Associate will need to analyze large volumes of data via SQL queries to aid Gap analysis as part of Data study to eliminate Data redundancy and overlap between source domains.
• This is a very high exposure group and the ideal candidate will be a driver of change in establishing Data sourcing, developing Application controls and building effective partnerships within and across cross functional teams like Sourcing team, Data Landing Zone team, Technology team, Risk-Control, Operations team and Downstream teams.

@RWF25

Posting End Date:
25 Jun 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.