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Senior Balance Sheet Management Analyst
Senior Balance Sheet Management AnalystWells Fargo • Charlotte, NC, United States
Senior Balance Sheet Management Analyst

Senior Balance Sheet Management Analyst

Wells Fargo • Charlotte, NC, United States
1 day ago
Job type
  • Full-time
Job description

About this role :

Wells Fargo is seeking a Senior Balance Sheet Management Analyst to support balance sheet and earnings at risk forecasting, reporting, and analytics.

Treasury at Wells Fargo is a dynamic team that is responsible for managing Wells Fargo's balance sheet including capital, liquidity, funding, and interest rate risk management. Treasury seeks to ensure Wells Fargo always maintains sufficient capital and liquidity resources to support growth in the Company's businesses, while also ensuring a satisfactory financial cushion exists to protect against unforeseen stresses in the economic environment or the Company's operations. Treasury also provides regulators, senior leaders, and the Board of Directors with key information to support risk management, financial performance management, and strategic planning.

In this role, you will :

Lead or participate in moderately complex initiatives related to balance sheet management activities including measuring and managing risk arising from a mismatch of liquidity and cash flow profiles of assets and liabilities

Review and analyze liquidity risk management, foreign exchange risk management, and interest risk management and provide overall advisory on such matters

Receive direction from leaders and exercise independent judgment while leveraging a solid understanding of the function, policies, procedures, and compliance requirements

Be responsible for moderately complex reporting and analytics on treasury balance sheet management metrics

Ensure accurate recurring deliverables are completed and compliant with various risk management regulatory requirements

Ensure data quality and establish controlled processes

Make recommendations to more experienced group members and management

Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals

Interact with internal customers as well as outside parties including accounting and consulting firms

Required Qualifications :

  • 4+ years of Treasury experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education

Desired Qualifications :

Understanding of financial analysis, forecasting, and interest rate risk management concepts, including product behavior across a range of interest rate scenarios

Experience with analytical and BI tools such as Power BI, etc.

Knowledge of WFC platforms (e.g., GL, Essbase, QRM)

Posting End Date : 31 Oct 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.

    Req Number : R-495131

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    Senior Management Analyst • Charlotte, NC, United States

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