Finance Associate Jobs in Texas

About this role:

Wells Fargo is seeking an Associate — Client Intelligence & Analytics, Inventory Finance (Senior Analytics Consultant) to join Inventory Finance group. The Associate will stand up and build a new client intelligence and analytics capability for the Inventory Finance business. This is a foundational, build-oriented role responsible for turning fragmented data into actionable insight on client behavior, portfolio performance, and commercial opportunity. In addition to establishing the core capability, the Associate will serve as the analytical engine for the broader business, delivering ad hoc analytics that support strategic and operational decision-making.

In this role, you will:

• Build out the client intelligence capability from the ground up — defining data sources, establishing reporting and analytics infrastructure, and creating a structured, repeatable view of the client base.
• Develop client segmentation, profitability, and behavioral analyses that inform commercial strategy, pricing, cross-sell, and retention decisions.
• Design and maintain dashboards and recurring reporting that give leadership a reliable, data-driven view of business and portfolio performance.
• Own ad hoc analytics across the business — scoping requests with stakeholders and delivering rigorous, time-sensitive quantitative analysis.
• Partner across business, technology, risk, and operations to source data, validate insights, and embed analytics into decision-making.
• Translate complex analysis into clear, concise recommendations for non-technical audiences.
• Consult, review and research moderately complex business, operational, and technical challenges that require an in-depth evaluation of variable data factors
• 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
• Lead or participate on large cross group projects
• Mentor less experienced staff
• Collaborate and consult with peers, colleagues, external contractors, and mid-level managers to resolve issues and achieve goals
• Leverage a solid understanding of compliance and risk management requirements for supported area

Required Qualifications:

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

Desired Qualifications:

• Bachelor's degree in a quantitative or business discipline (e.g., finance, economics, statistics, data analytics).
• Experience in analytics, data analysis, consulting, or a related field; financial services or lending experience preferred.
• Proficiency in data analysis and visualization tools (e.g., SQL, Excel, Python or R, Tableau or Power BI).
• Strong analytical and problem-solving skills with the ability to structure ambiguous problems and work independently.
• Excellent communication skills, with the ability to translate data into business insight.
• Self-starter comfortable building a capability from scratch in a fast-changing environment.

Job Expectations:

• Travel up to. 10%

• Willingness to work on-site in one of the listed locations.

• This position is not eligible for Visa sponsorship.

• Specific compliance policies may apply regarding outside activities 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:

• 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.