Finance Lead Consultant


Job description:

Market Job Description
About the Role
This position could be based in either Hong Kong or Singapore
We are seeking a high caliber Management Reporting candidate to report to the APAC Business Finance Leader and partner with the global Markets and Capital markets Line of Businesses (‘LOBs’). The successful candidate will also be expected to collaborate on planning, regional projects and strategy across a range of internal stakeholders, including COO, CFO, and Global Finance. The position is to meet the increasing demands arising from Wells Fargo’s international presence as well as an evolving financial and regulatory landscape.


  • Key point of contact in providing Financial Planning & Analysis (‘FP&A’) support for APAC Markets and Investment Banking Capital Markets (‘IBCM’) LOBs
  • The candidate will also collaborate with the Central FP&A team on Markets and IBCM planning, 9 Quarter forecasting and strategy rhythms
  • As part of the role the candidate will be expected to execute on local and cross border Business Finance Projects as well as have input into other material regional projects and APAC business strategy
  • Main tasks to include prioritization, analysis, design, planning, tracking and execution of management reporting deliverables including;
  • Markets and IBCM support & liaison with monthly touchpoints on full management profit and loss and related balance sheet
  • Markets & IBCM Customer and Product/Instrument profitability metrics 
  • Direct and Indirect cost deep dive analysis, challenge and monitoring
  • Markets and IBCM monthly reporting from Qlikview, ESSBASE and the Management ledger including variance analysis & analytics, Business reviews, and presentation production and delivery to APAC leadership
  • Strategic Forecast, Planning and Operating Unit (‘OU’) 9 Quarter Forecast support for Markets and IBCM
  • Ad-hoc requests on industry verticals and global clients.
  • Provide strategic advice and guidance to senior business leaders
  • Support Line Manager, US, and EMEA on ad-hoc requests, key regional deliverables and projects
  • Develop processes and infrastructure controls to ensure ongoing compliance with all relevant Wells Fargo’s policies and procedures. This includes representing Finance teams in various projects, tasks and activities 

What we offer:

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a leading global financial services company headquartered in San Francisco (United States). Wells Fargo has offices in over 20 countries and territories. Our business outside of the U.S. mostly focuses on providing banking services for large corporate, government and financial institution clients. We have worldwide expertise and services to help our customers improve earnings, manage risk, and develop opportunities in the global marketplace. Our global reach offers many opportunities for you to develop a career with Wells Fargo. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

We Value Diversity

At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate.

Team members 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.

Required profile:

Market Skills and Certifications


  • University degree (or equivalent) and professionally qualified accountant with 8+ years of financial or banking sectors
  • Exposure to Securities trading products and Desks e.g. Fx, rates and Credit
  • Progressive track record of management reporting experience, including staff management, with familiarity of running and or working in a geographically diverse team
  • Demonstrable change management skills, particularly those involving process re-engineering and systems change 
  • Strong interpersonal and communication skills, including the ability to give presentations and briefings to senior management
  • Creative and strategic thinking skills, including the ability to analyze business transactions and identify key Finance risks/mitigating controls, combined with a pragmatic approach to problem solving and the ability to work under pressure and maintain high energy levels
  • Must be able to work independently with positive collaboration within a fast-paced team environment

Desired Characteristics:

  • Strong analytical, reporting and presentation skills
  • Outstanding written and verbal communication skills
  • Willingness to learn and develop your accounting/finance skills
  • High energy and passion for quality work and continuous improvement
  • Relationship building skills
  • High attention to detail
  • Strong Excel skills
  • Team player
  • Familiarity with ESSBASE/ Hyperion, Alteryx and Tableau highly valued

Additional Information

Career LevelSenior ManagerQualificationBachelor’s DegreeJob TypeFull-TimeJob SpecializationsAccounting/Finance, Banking/Financial


If you not find any contact details in this Job Description, Please attach your CV here and send directly.


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