Finance Associate

Finance Associate

About this role:

Wells Fargo is seeking a Business Aligned Finance Associate

In this role, you will:

• Participate in low complexity initiatives in researching financial data and reporting the findings within the functional area in support of a specific business unit, division, or product
• Work in collecting internal financial data, analyzing and testing for accuracy
• Review tactical issues, policies or procedures for which answers can be quickly obtained, related to risks and deliverables
• Receive direction from supervisor and support operational aspects of work that may include maintaining ledger accounts to ensure accurate maintenance of financial data
• Exercise independent judgment within defined parameters while preparing data for research on product lines and strategic plans
• Develop an understanding compliance and risk management requirements for supported area
• Provide financial data information to managers, functional colleagues and stakeholders, including internal customers

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 Qualification :

• A good understanding of accounting & preferably knowledge of US GAAP is an advantage.
• Financial Services (brokerage in particular) Industry experience strongly preferred.
• Certification in SAS, Python, Power BI, Power App
• Candidate should be a subject matter expert on FP&A with hands-on experience in leveraging AI to augment financial planning, Budgeting and Forecasting.
• Ability to support planning of AI adoption, influence stakeholders and execute to improve FP&A end user experiences.
• Ability to engineer LLMs to auto generate executive summaries and analysis of Income/Cost/FTE reports.
• Use Jupyter Notebooks, Google Colab, or similar platforms to build and deploy financial models using Python.
• Utilize AI tools (e.g., ChatGPT, Copilot, NotebookLM) to automate reporting, generate insights, commentaries and improve decision-making.
• Ability to use AI/ML and GenAI initiatives, contributing to model development, integration, and deployment.
• Stay current on emerging technologies in AI to support the division’s strategy discussion for future capability development.
• Advanced knowledge of enterprise tools like MS Copilot with a strong understanding of prompt engineering.
• Experience with ERP and BI tools (Power BI, Tableau) to generate analysis and reports.
• Candidate should possess very strong KPI, metrics related reporting and should be able to independently deliver all metric (financial and non-financial) related data and analytics.
• Candidate should have good financial acumen and come out with good strategic/ go forward data /analytic support and support the business teams.
• Candidate should be good with financial modelling, budgeting, forecasting, understand process changes and be good with research and query handling.
• Candidate should have good automation and transformation skills, especially in the space of reporting tools such as Power BI, Tableau, or other business intelligence applications.

Job Expectation :

• Candidate must have hands on experience in LOB / segment / product reporting / management reporting / dashboard / presentations / Analytics / commentary.
• Candidate should have good exposure to handling workflow applications, be good with BO and or BI Tools and or similar applications. Good expertise in Data Lineage, data flow / architecture and data quality.
• Candidates should have Essbase, Hyperion, Cognos and should be a subject matter expert in data retrievals from different cubes. (Must have)
• Advanced knowledge of SQL, Excel, Macros, Power BI, Power Apps and Power point.
• Proficiency in AI framework and tools adoption (e.g. python, copilot, gen AI), data querying (SQL), advanced analytics platforms (Power BI, SAS, tableau)

Posting End Date: 

26 May 2026

*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.