Lead Financial Reporting Analyst

The Role
Wells Fargo's Regulatory and Basel Reporting team (RBR) is responsible for filing regulatory reports with numerous regulatory agencies and currently has many ongoing projects related to the enterprise-wide implementation of data management and the COSO-based governance and oversight framework. RBR is looking for an experienced lead analyst to define the reporting processes, related rules and data dependencies for our complex IGL new and existing reports. Specifically, FR2510 - Report of Institution-to-Aggregate Granular Data on Assets and Liabilities on an Immediate Counterparty Basis , FFIEC #009/ Country Exposure Report (CER ), Treasury International Capital (TIC) reports and other regulatory legal entities production reports. This key role will define the reporting controls and related critical analytical data points and manage the defined process into production until fully stabilized. This role will also be responsible for reviewing current IGL reporting processes, identifying, recommending and implementing efficiencies and / or enhanced controls. This will include establishing close working partnerships with our line of business data providers and other finance functional teams, Regulatory Interpretations Team (RIT) and Accounting Policy etc. This position will assist in the coordination and integration of the strategic Finance architecture, eONE/Axiom, also assisting with UAT testing as needed. This will also include working with the implementation teams for other new complex regulatory reports. This role will also support production reporting and / or the RBR amendments process to ensure that production deliverables are not compromised based on immediate priorities. The IGL Financial Reporting Lead Consultant will directly communicate with management, business line controllers, and banking regulators, including the Federal Reserve Board and FDIC as required.
The ability to quickly learn and adapt to the fast-paced and ever-changing regulatory reporting environment is a key requirement. Leading and developing best practices to ensure the IGL Reporting process is a well-controlled sustainable process is also a fundamental requirement. This includes working with remote staff based on the RBR global reporting model. The successful candidate will have a demonstrated history of being an independent self-starter, capable of working efficiently to meet tight deadlines and adapt in a changing environment.
Key Responsibilities Include

• Provide input to impact of reporting deficiencies; communicate and facilitate the discussion with line of business reporting team for resolution; track and document the resolution implementation cycle from report owner perspectives. Follow the established amendments framework as required.
• Support ad-hoc report request for reporting analysis and issue investigation.
• Obtain and maintain SME knowledge of the main IGL Reporting requirements with focus in the integration of the more complex reports (FR2510, FFIEC #009, TIC reports etc.) and enhancements to existing reports, (i.e., FDIC - Summary of Deposits).
• Be part of key projects to support the RBR Reporting Teams in meeting the fast change and heightened expectation of regulatory reporting requirements. This includes supporting deliverables for key strategic Finance projects.
• Implement change management effectively communicating regulatory reporting changes to all stakeholders to ensure appropriate implementation of new or revised regulatory reporting requirements.
• Collaborate with Corporate Accounting Policy, LOB Controllers and the Regulatory Interpretations Team to ensure that consistent adherence to regulatory rules including assessment of scheduled changes.
• Ensure the compliance with requirements under the Company's Regulatory Reporting Governance & Oversight (G&O) Policy including enhancements to desktop procedures, work papers, and EUCT controls for the assigned regulatory reports; provide guidance and support to the department in completion of all required deliverables.
• Set standards for report review process to ensure the fulfillment of report owner responsibility with specific focus on added value analytics.

Required Qualifications
5+ years of US Regulatory Reporting experience. Accounting background is also an advantage.
Desired Qualifications

• CPA/CFA/MBA a plus
• Working knowledge of key tools like Dodeca FAST, Power BI, and/or Tableau
• Exceptional technical skills along with strong knowledge in Excel; using pivot tables, v-lookups, tracing formulas, and running macros

We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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.
Reference Number
R-249786-2