Senior business finance analyst job description

At Exeter Finance, we are committed to helping customers find the right financing for their next vehicle purchase. By building strong relationships with our customers and network of dealer partners we are able to give options that make sense, getting customers behind the wheel of their car.

Every team member is integral to our success. Whether you're at a servicing center helping customers with their loans, in the field building relationships with dealers, or supporting the company from its corporate offices, you'll enjoy a nurturing, invigorating and positive work environment.

Our vision is to be a premier finance company and lender of choice known for its People, Performance and Service.
Job Description

Job Summary
The Sr Financial Analytics Analyst is responsible for creating and managing reports, analysis, and processes that support the Accounting, Finance, and Treasury business units. This role relies on a strong business knowledge as well as data collection and manipulation skills to translate business needs into reporting and analysis.

Job Duties
Partner with business unit leaders and other stakeholders to provide reporting and analytics to create efficiencies, identify potential challenges, ensure accuracy, and gauge performance.Develop analytics regarding loan performance, including delinquency, prepayment, and loss mitigation. This includes identifying key drivers and actionable insights.Manage on-demand (ad hoc) reporting requests from the business units in order to support the changing needs of the business. Actively contributes to the utilization of reporting tools, technical skills/abilities and improve business knowledge.Provide guidance and direction to lower level analysts while ensuring processes conform to company standards.Contribute to the continued development of report automation. This will include identifying and supporting process improvement opportunities.Other duties as assigned.

Education and Work Experience
College degree in a job related field, or equivalent experience.Six (6) or more years of similar experience in an analytics or reporting role.Automobile lending experience is preferred.Advanced proficiency in Excel, VBA, SQL/SAS, and Data Mining/compiling.Ability to use appropriate analysis, judgment, and logic when solving issues, providing recommendations and making decisions.Quantitative skills, with ability to analyze detailed statistics, and summarize findings.Ability to apply industry knowledge and critical thinking skills while solving day-to-day problems.Strong analysis and reporting skills.Good communication skills, both written and verbal.Advanced problem solving skills.High competency with reporting tools and metrics.

Exeter Finance LLC is an Equal Opportunity Employer.

**About this role:**

Wells Fargo is seeking a Senior Finance Analyst to support the Small Business Banking balance sheet and revenue forecasting process for the lending portfolio. While providing key support for the portfolio, this role provides end-end process exposure and knowledge of Small Business Banking loans. As liaison to various partner teams, it offers development opportunities for future banking or corporate functions.

**In this role, you will:**

+ Execute balance sheet and revenue quarterly forecasts, related CCAR and Mid-Year Financial Assessment forecasts and Resolution Planning for Small Business Banking lending products

+ Deliver insightful analytics for underlying impacts of balances/revenue trends

+ Demonstrate intellectual curiosity with appropriate skepticism to review/challenge/enhance current processes; take ownership of same

+ Ensure accuracy/timeliness of deliverables, establish controlled processes, support ongoing strategic initiatives/process improvements

+ Build strong relationships with Small Business Finance team and other key stakeholders, including Small Business Banking, Corporate Finance/Enterprise Risk Group/Risk Modeling Group

**Required Qualifications:**

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

**Desired Qualifications:**

+ 4+ years knowledge/understanding of financial analysis, forecasting and analyzing balance sheet and net interest income behavior; bank industry preferred

+ Intermediate MS Office/Excel/PowerPoint skills

+ Proficient Hyperion Essbase/SmartView skills

+ Strong analytical skills with high attention to detail and accuracy, critical thinking and ability to engage in continuous process improvement

+ Ability to interpret/clearly communicate complex financial data to various stakeholders and management levels

+ Ability to work independently and in team environment and across all organizational levels, where flexibility/collaboration/adaptability are key

**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, 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.

**Company:** WELLS FARGO BANK

**Req Number:** R-214653-4

**Updated:** Wed Oct 12 07:01:10 UTC 2022

**Location:** Phoenix,Arizona

About Us


Freeman is the global leader in events. Whether virtual, in-person, or hybrid, we are on a mission to redefine live for a new era. With a data-driven approach and the world's largest network of experts, our insights are shaping exhibitions, exhibits, and events that drive audiences to action. Our integrated full-service solutions leverage a 100-year legacy in event management as well as new technologies to deliver moments that matter.


Summary


Self-driven Business Analyst to create and manage business insights reporting using Power BI. Candidate has to be experienced in merging data content, create data linkages and able to present business insights to leadership. Ability to collaborate with all parts of the organizations from sales to operations to understand needs and pain points. Candidate will play a key role in providing leadership dashboards, recaps and analyses that will be used for KPI's and other performance tracking. Candidate will build tracking reports for pricing and sales performance. The Business analyst will play an integral role in helping the company foresee risks and drive organization growth plan.


Essential Duties & Responsibilities

• Tracking reporting on pricing and key sales performance.
• SG&A analysis.
• Update weekly sales pacing report.
• Manage the MRU (Monthly Roll Up) process providing forecast updates on event performance by location and business units.
• Work with locations to provide variance analysis recaps.
• Develop data driven strategic reporting including focus on churn and growth analysis.
• Develop presentations and communication plans.
• Participate in forecast and budgeting preparation.
• Create performance reports to monitor company initiatives.
• Participate in pricing proposals and event projections.

Education & Experience

• 5+ years of experience in data analysis and reporting.
• Bachelor's degree in related field.
• Experience in Microsoft Power BI.
• Experience with data management, gathering, analyzing and providing insight.
• Great interpersonal skills to communicate with locations and business units.
• Ability to communicate complex ideas in simple summary format.

Diversity Commitment


At Freeman, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status and other characteristic protected by federal, state or local laws.

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