Forecasting Strategy & Finance Model Integration Lead

About this role:

Wells Fargo is seeking a technical leader to advance Model and Process Automation Technologies, focusing on quantitative model development, tool integration, and production implementation. This role will be essential in building scalable automation solutions and model orchestration across Finance, Risk, and Technology platforms.

You will collaborate with senior stakeholders to optimize analytics processing workflows, implement critical model solutions across global production environments, and contribute to cross-functional initiatives that deliver automated process improvements. The position requires hands on development of model frameworks, validation of automation pipelines, and technical leadership in solution design.

The ideal candidate should have a passion and track record for developing innovative automation solutions that drive operational efficiency.


In this role, you will:

• Stakeholder Engagement & Strategic Partnership - Serve as a trusted advisor between the Finance Transformation Office (FTO), model owners, and senior business leaders. Foster alignment between financial modeling outputs and stakeholders. Drive proactive stakeholder engagement, gather actionable feedback, and spearhead cross-functional collaboration to translate insights into scalable, high-impact solutions.
• Continuous Improvement & Process Optimization - Champion continuous improvement across forecasting and reporting processes. Lead initiatives that enhance accuracy, efficiency, and transparency, with a focus on scalability and stakeholder experience. Influence the development of automation tools, reporting standards, and governance frameworks to support long term transformation goals.
• Forecast Execution & Workstream Leadership - Support tool enablement of monthly and quarterly forecasting cycles across balance sheet and P&L models, including supporting regulatory processes such as 2052a treasury reporting. Ensure precision and consistency through scenario alignment, data integrity, and governance. Coordinate multiple production activities, establish clear production priorities, and help drive accountability across the global team.
• Strategic Insight & Analytical Problem Solving - Shape enterprise financial strategy by applying advanced analytics and business acumen. Tackle complex challenges with data driven insights driving clear management communication. Lead initiatives in synthesizing quantitative and qualitative results into Line of Business consumable results that drive high level decision making.
• Scenario Planning & Sensitivity Analysis - Support the scenario design and sensitivity tool enablement to evaluate financial impacts under varied macroeconomic and operational conditions.
• Cross-Functional Collaboration - Partner with and consult with peers, colleagues, and stakeholders across multiple organizational level

Required Qualifications:

• 5+ years of quantitative model solutions or quantitative model operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years of leadership experience
• Strong mathematical, programming, and consultative skills
• Proven ability to integrate solutions into business processes and drive continuous improvement
• High technical systems aptitude, with the ability to navigate complex modeling platforms, automation tools, and enterprise data environments
• Experience working in a Finance Transformation or Model Risk Management environment
• Demonstrated ability to lead cross-functional initiatives and drive process automation improvements
• Deep experience in redesigning processes across complex applications
• Familiarity with processes like CCAR, monthly forecasting cycles, 2052A cashflow executions, and model execution governance
• Experience working with large data and AI exposure e.g. Agentic Framework, S3, Azure, Microsoft Fabric, Databricks, Dremio, BI Tools, Tachyon
• Experience with Python or other coding languages

Job Expectations:

• 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 .

Posting End Date:
19 Aug 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.