Dec 16, 2020

Balance Sheet Forecasting Senior Consultant

  • Wells Fargo
  • Minneapolis, MN, USA

Job Description

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 want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Enterprise Finance drives financial management for the company and maintains and enhances risk and financial controls. Key functions within Enterprise Finance include finance and accounting; Treasury; corporate development, mergers, and acquisitions; Data Management and Insights, the Customer Remediation Center of Excellence, Enterprise Shared Services, Business Process Management, and Corporate Strategy. Enterprise Finance informs shareholders, regulators, taxing authorities, team members, 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. They also maintain and enhance risk and financial controls and lead many of the company's shared services functions including corporate properties, security, and global services.
This Balance Sheet Forecasting Senior Consultant role facilitates execution of a broad range of activities through strong partnership with a wide array of stakeholders across the enterprise. Key partners include Treasury, Credit, Modeling team, Business Finance, Asset Liability Management Risk, Corporate Model Risk, Financial Planning and Analysis, Liquidity Risk Management, and other COE teams.
The Role in Corporate Finance for the Revenue Center of Excellence Includes:
  • Support the execution of the loan forecasting for multi scenario quarterly forecast, stress test, resolution planning, and monthly interest rate risk forecast across the firm.
  • Ensure key economic assumptions, yield curve assumptions, near term trends as well as strategic objectives of the businesses drive the appropriate growth in loans, yields and cost of funds.
  • Perform deep dive analysis and interpretation of variances
  • Create executive level presentations that summarize results at various levels across the organization.
  • Help drive continuous process improvements within the team
  • Build relationships with key stakeholders across Business Finance, Corporate Finance, Corporate Treasury, Corporate Credit and Corporate Risk in support of all deliverables.
  • Embrace a culture of strong consultation and sound decision-making

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
  • Ability to take initiative and work independently with minimal supervision in a structured environment
  • Strong analytical skills with high attention to detail and accuracy
  • Strong collaboration and partnering skills
  • Strong organizational, multi-tasking, and prioritizing skills
  • An active Chartered Financial Analyst (CFA) designation
  • Advanced Microsoft Office (Outlook, Excel, Word, PowerPoint, LiveMeeting and SharePoint) skills
  • Ability to successfully operate in a complex and matrixed environment
  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting

Other Desired Qualifications
  • Ability to successfully operate in a complex and matrixed environment
  • Prior experience as a finance partner providing consultative advice to various stakeholders
  • Knowledge and understanding of asset liability or liquidity management concepts
  • Prior experience forecasting loan portfolios and understanding loan profitability
  • Prior experience working in ESSBASE/dodeca

Street Address
NC-Charlotte: 11625 N Community House Road - Charlotte, NC
AZ-PHX-Central Phoenix: 100 W Washington St - Phoenix, AZ
MN-Minneapolis: 550 South 4th St - Minneapolis, MN


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.



Security Clearance

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