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Wells Fargo

Senior Lead Treasury Analyst - Balance Sheet Consolidation

Posted Yesterday
Be an Early Applicant
Hybrid
6 Locations
120K-288K Annually
Senior level
Hybrid
6 Locations
120K-288K Annually
Senior level
Responsible for leading treasury initiatives, coordinating cross-functional teams, advising leadership, driving process improvements, and ensuring compliance with regulations.
The summary above was generated by AI
Wells Fargo is seeking a Senior Lead Treasury Analyst to lead a strategic portfolio of high-impact initiatives, reports, and presentations within our Treasury function. This role is ideal for a seasoned finance professional with a strong background in balance sheet management, stakeholder management, regulatory compliance, and process management.Wells Fargo Treasury 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.The Balance Sheet and Interest Rate Risk Management (BSIRRM) Group performs quantitative analysis of balance sheet behavior and has primary responsibility to measure interest rate risk (IRR). The group oversees IRR simulation models, provides Management with balance sheet and risk profile insights, and contributes to the generation of risk management strategies.
Job Description
In this role, you will:
  • Lead a critical treasury finance function, delivering cohesive and strategic presentation materials for senior-level committees and external reporting, ensuring compliance with regulatory requirements.
  • Coordinate with cross-functional teams—including Investor Relations, Regulatory Relations, and data providers—to ensure timely, accurate, effective, and governance-compliant deliverables.
  • Advise senior leadership on content strategy and support the BSIRRM team across a range of topics including market trends, regulatory developments, and strategic initiatives.
  • Drive process improvements and risk control enhancements by providing technical insights and recommending best practices.
  • Implement key risk initiatives and lead critical processes within a robust risk management framework.
  • Collaborate with peers and leadership to resolve issues and achieve strategic goals.
  • Exercise independent judgment while developing deep knowledge of treasury functions, policies, and compliance requirements.

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

Desired Qualifications:
  • Deep understanding of financial institution balance sheets, risk areas, and financial forecasting.
  • Strong knowledge of banking regulations and financial performance analysis.
  • Proven experience managing high-governance financial analytics and leading cross-functional initiatives.
  • Exceptional attention to detail and experience with executive-level written and verbal communication
  • Expertise in risk management disciplines such as model risk, operational risk, and financial risk
Job Expectations:
  • Work hybrid schedule in one of the locations listed
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$120,400.00 - $287,600.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Posting End Date:

11 Jul 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.

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.

Top Skills

Balance Sheet Management
Financial Forecasting
Financial Performance Analysis
Regulatory Compliance
Risk Management

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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