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Wells Fargo Treasury Finance Senior Consultant in West Des Moines, Iowa

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.

The Role:

The Treasury Finance Senior Consultant will report to the Revenue Forecast COE Transformation Manager and will execute as both an individual contributor and a leader of matrixed resources. The incumbent will perform Transformation team operations, deliverables and change management functions.

Key Responsibilities:

  • Manage forecast analytics deliverables such as management discussion and analysis commentary for quarterly forecast presentations, Fee Revenue economic scenario sensitivity analysis, and Balance Sheet Forecast roll forward analytics.

  • Contribute to initiatives to support transformation activities such as LIBOR Transition, Legal Entity Forecasting and increased Governance and Oversight needs for forecast processes.

  • Manage DODECA Balance Sheet and Revenue Forecast tool enhancement program.

  • Work with technology and business partner areas to support Revenue Forecast COE operations and transformation activities. Maintain the Revenue Forecast COE QRM SharePoint Issues Log in conjunction with Revenue

  • Forecast COE QRM team and Corporate Treasury ALM team.

  • Perform a wide range of complex analysis related to balance sheet risk, particularly interest rate risk and stress testing.

  • Coordinate review of Legal entity forecast within the Revenue COE.

  • Build deep understanding of dynamics and assumptions related to model assumptions, including management judgement, and other drivers used to build deposit projections.

  • Coordinate research and reconciliation efforts among internal partner’s lines of business and corporate areas.

  • Direct improvements to asset-liability management models and oversee testing and implementations of recommended changes.

  • Ensure regulatory, data, and controls compliance for all processes/programs undertaken by the COE Transformation team.

  • Collaborate with peers across WF to help implement best practices and drive efficiency opportunities for the firm.

As a Team Member, you are expected to achieve success by leading yourself, your matrixed resources, and the business. Specifically you will:

  • Lead with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them.

Position limited to WFC hub city locations. Preference for Charlotte, NC location.

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 Reporting

  • Ability to successfully operate in a complex and matrixed environment

  • Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA)

  • Advanced Microsoft Excel skills

  • Knowledge and understanding of financial analysis, forecasting and analyzing interest income and balance sheet behavior

  • Essbase and/or SmartView experience

  • Knowledge and understanding of asset liability or liquidity management software, especially QRM

  • Strong analytical skills with high attention to detail and accuracy

  • Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members

  • Excellent verbal, written, and interpersonal communication skills

Other Desired Qualifications

  • Strong time management skills and ability to meet deadlines with good attention to detail

  • Demonstrated effective verbal, written, and interpersonal communication skills with the ability to present and discuss information in a way that persuades others and enhances understanding at all levels.

  • Proven ability to effectively communicate and interact with people at all levels of an organization

  • Reputation for being a highly responsive leader who thrives on achieving results in a large, complex, diverse organization; who respects the culture, is flexible and adaptable

  • Demonstrated ability to influence and lead change, develop cutting edge, innovative solutions, build effective partnerships, and manage cross-functional projects in a matrixed organization.

  • Proven superior strategic, analytic, and problem-solving experience. Ability to navigate a complex, matrixed organization.

  • Experience with the Model Risk System (MoRS), Essbase, Smart View, DODECA spread sheet replacement tool, and QRM.

  • Experience with Stress Testing, Recovery and Resolution Planning, 9Q Forecasting, Liquidity and Interest Rate Risk processes and governance.

  • Recent large bank balance sheet and revenue forecasting experience.

Salary Information

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

NC-Charlotte: Min: $91,000 Mid: $130,000

IA-West Des Moines: Min: $91,000 Mid: $130,000

Street Address

NC-Charlotte: 11625 N Community House Road - Charlotte, NC

IA-West Des Moines: 7001 Westown Pkwy - West Des Moines, IA


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


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Company: Wells Fargo

Req Number: 5580459-1

Updated: 2021-06-20 19:02:13.070 UTC

Location: West Des Moines,IA