Senior Balance Sheet Management Analyst- Executive Analytics & Strategic Initiatives

About this role:

Wells Fargo is seeking a Senior Balance Sheet Management Analyst to join the Balance Sheet & Interest Rate Risk Management (BSIRRM) team, with a specific focus on supporting strategic projects and initiatives that enhance the balance sheet and net interest income forecasting process.

This is an individual contributor role reporting into BSIRRM Governance and Oversight, Risk Management and Strategic Initiatives function. It requires nimble deployment of technical capabilities, alongside strategic thinking, risk management mindset, and IRR knowledge to drive forward complex initiatives, ad hoc executive requests, and technology transformation  this role, you will:

Strategic projects and forecasting enhancement

Support high-impact strategic projects and initiatives, ensuring timely delivery of results that align with BSIRRM's business objectives

Serve as the BSIRRM strategic initiatives analyst for forecasting process enhancement work streams — requirements definition, development, UAT coordination, and post-implementation review across balance sheet and NII forecasting

Support creation of executive analytics — enabling data flows, interaction with models, and synthesizing forecasting inputs and outputs into materials for senior leadership, committees, and ad hoc executive requests

Translate strategic priorities into actionable plans and initiatives, ensuring alignment across the BSIRRM function

Support change management items related to newly developed forecasting capabilities and ongoing process automation

Monitor and report on progress, risks, and issues, providing regular updates to senior leadership and other stakeholders

Identify opportunities to apply AI-enabled solutions, automation, and advanced analytics to complex balance sheet, interest rate risk, and financial management processes while ensuring strong governance, controls, and data integrity

Operate at a tactical, strategic, and operational level, supporting projects that do not neatly fit within the organizational chart or that fall between departments or leadership areas of responsibility

Governance, risk, and controls

Support a streamlined, scalable, and aligned operational risk framework that supports strategic priorities

Support the issue management lifecycle — identification, planning, resolution, tracking, and closure — and RCSA and internal controls framework activities for BSIRRM forecasting processes

Ensure data quality and establish controlled processes

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

Collaborate with Internal Audit, Financial Risk Management, and model governance teams, as well as outside parties including regulatory agencies

Handle sensitive information with the utmost discretion and maintain high confidentiality

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:

Knowledge of financial institution balance sheets, product offerings, and financial risk management

Understanding of asset liability management and interest rate risk management concepts

Advanced knowledge and application of Python and SQL, or similar programming and data management languages

Experience leveraging artificial intelligence, automation, and advanced analytics tools to improve forecasting, reporting, financial analysis, data management, and business process efficiency

Experience with regulatory requirements surrounding the management of model risk, interest rate risk, liquidity, and capital

Experience assessing the adequacy of policies, procedures, and processes, including compliance and…