CIB Finance Analytics - Business Execution Consultant

About this role:

Wells Fargo is seeking a Business Execution Consultant

In this role, you will:

• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives

• Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics

• Determine areas of strength or Business Execution opportunity within defined scope of work

• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations

• Utilize independent judgment to guide moderate risk deliverables

• Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business

• Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business

• Collaborate and consult with leaders and executive management

• Provide work direction to less experienced Strategy and Execution staff

Required Qualifications:

• 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

• Advanced presentation skills; advanced proficiency in Microsoft Excel and  PowerPoint required; Ability to manipulate large sets of data (Pivot Tables, VBA)

• Knowledge and understanding of Corporate & Investment Banking

• Ability to research and report on a variety of issues like company hierarchy building (parent to subsidiaries) using problem solving skills

• Experience in problem analysis, solution implementation, and change management

• Excellent verbal, written, and interpersonal communication skills

• Knowledge and understanding of strategic planning and execution

• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

• Ability to articulate issues, risks, and proposed solutions to various levels of staff and management

• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

• Experience in financial analysis including company assessment (leverage, working capital, etc.) and internal client/LOB financial performance analysis.

• Proficient in Excel (Advanced), including advanced financial functions, pivot tables, and data analysis tools for strategy building.

• Competent in creating KPI reporting to track financial and operational performance, ensuring alignment with business goals.

• Capable of applying data-driven decision making to optimize financial outcomes

• Expertise in financial analysis to assess business performance, profitability, and financial health.

Job Expectations:

• This position will serve as a member of the CIB Finance Data Insights & Analytics Team within the Corporate & Investment Banking line within Finance business of Wells Fargo.

• The Team Member will help support COO/CFO Team in establishing business and client priorities, partnering with the broader Wells Fargo organization, and running the day-to-day operations of the business. The Team Member will collaborate with the Strategy Consultants to execute on activities including but not limited to:

  • Conducting in-depth analyses and preparing strategic and analytical dashboard/reports for senior management

  • Creating performance reports by various coverage and product groups using metrics from Salesforce

  • Perform ad-hoc data analysis as needed; includes analysis and reporting around banker productivity, deal pipeline, credit exposure, market share analysis, and human capital initiatives.

  • Support Corporate Investment Bank wide initiatives and projects

  • Assist with the regular recurring business partner discussions and recurring pipeline meetings including preparation of all presentation’s materials

  • Execute and distribute standardized reporting to various groups within business group and partner organizations across corporate & investment banking group.

  • Establish and maintain strong relationships with business and technology partners. Liaise and collaborate with external data providers as needed.

• Key skill sets needed: Project Management, Data analysis, Problem-solving skills, Business acumen, Ability to manage multiple projects simultaneously, Ability to integrate data/financial analysis into streamlined presentations, and Knowledge or ability to learn key systems including Salesforce & other internal financial reporting tools.

• Shift Timings: 1.30pm to 10.30 IST

• Hybrid working model: 3 day’s in office and 2 day’s work from home per week

Posting End Date: 

21 May 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.