TAGUIG CITY, 00, Philippines
3 days ago
Analytics Consultant - Tax Operations

About this role:

Wells Fargo is seeking a Analytics Consultant.


In this role, you will:

Consult with business line and enterprise functions on less complex researchUse functional knowledge to assist in non-model quantitative tools that support strategic decision makingPerform analysis of findings and trends using statistical analysis and document processPresent recommendations to increase revenue, reduce expense, maximize operational efficiency, quality, and complianceIdentify and define business requirements and translate data and business needs into research and recommendations to improve efficiencyParticipate in all group technology efforts including design and implementation of database structures, analytics software, storage, and processingDevelop customized reports and ad hoc analyses to make recommendations and provide guidance to less experienced staffUnderstand compliance and risk management requirements for supported areaEnsure adherence to data management or data governance regulations and policiesParticipate in company initiatives or processes to assist in meeting risk and capital objectives and other strategic goalsCollaborate and consult with more experienced consultants and with partners in technology and other business groups

Required Qualifications:

2+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, education


Desired Qualifications:

2+ years of advanced SQL/Python/Alteryx programing skills

Ability to prioritize and manage multiple projects simultaneously. Knowledge of database systems and data warehousing concepts

Experience in gathering, analyzing and interpreting large datasets and aptitude for synthesizing data to 'form a story'

Ability to identify in efficiencies and opportunities to improve the process

Excellent communication skills and ability to convey complex topics in an easy-to-understand manner

Develop and maintain automated reporting solutions to streamline data analysis processes.

Ability to utilize advance programming skills to extract, transform, and load data for reporting purposes, including relative experience with Teradata and Oracle

Experience with RCSA process for implementing and managing system data expected output controls

Eagerness and ability to learn new technologies and programming languages

Work closely with stakeholders to gather feedback and iterate on reporting solutions for continuous improvement

Stay updated on industry best practices and emerging technologies in report automation and analytics

Develop customized reports and ad hoc analyses to make recommendations and provide guidance to less experienced staff

Ensure adherence to data management or data governance regulations and policies

Amenable to work on a permanent night shift and follows US holiday scheduleAmenable to onsite reporting in Five Neo Building 31st Street BGC Taguig City

Job Expectations:

Lead or participate in moderately complex lifecycle initiatives and support tasks and act as a participant in large-scale planning and deliverables; identify opportunity for process improvements within Securities Operations

Review and analyze moderately complex operational tasks or challenges that require an in-depth evaluation of variable factors

Independently resolve moderately complex issues on a full process within a trade environment while leveraging solid understanding of the function, policies, procedures, and compliance requirements

Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals; may lead projects, teams or serve as a mentor for lower level staff

Manage expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation

Resolve moderately complex escalated issues within the scope of responsibility in Security Operations

Research moderately complex business risks, influence policies, enhance customer satisfaction, and review time sensitive documents and transaction requests

Exercise independent judgment in understanding trade settlement workflow controls to minimalize the effects of operational breakdowns

Contribute to overall effectiveness of the team according to plans; monitor daily securities and cash related production work

Lead or contribute to implementation of projects and new or revised processes and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk

Perform moderately complex data analysis to support and drive strategic initiatives and business needs

Develop a deep understanding of technical systems and business processes to extract data driven insights while identifying opportunities for engineering enhancements

Perform analysis of findings and trends using statistical and/or financial analysis, modeling, process documentation, profitability analysis, customer/demographic analysis, etc.

Ensure adherence to data management/data governance regulations and policies

Develop customized reports and ad hoc analyses to make recommendations and provide guidance and mentorship to less experienced staff

Assist in implementing Data Quality Controls across dimensions (Accuracy, Completeness etc.)

Posting End Date: 

17 Mar 2025

*Job posting may come down early due to volume of applicants.

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, status as a protected veteran, or any other legally protected characteristic.

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.

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