Senior Balance Sheet Management – Executive Analytics, Strategic Initiatives

Wells Fargo

. Support high-impact strategic projects and initiatives aligned with BSIRRM business objectives .

Posted 10/13/2026full-timeUnited StatesSenior💰 $87,000 - $168,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Treasury operations, financial risk management, and advanced analytics, with a strong focus on compliance and regulatory requirements. Proficient in Python and SQL for data management and automation, while effectively managing multiple projects and collaborating with stakeholders.

Highest-signal resume keywords

Treasury ExperienceFinancial Risk ManagementPython ProgrammingSQL Data ManagementAdvanced Analytics Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Institution Balance SheetsAsset Liability ManagementInterest Rate Risk ManagementComplex Treasury ReportingRegulatory Compliance

Soft Skills

Excellent Communication SkillsStrong Analytical SkillsAttention to DetailTeam CollaborationProject Management

Tools & Technologies

Artificial IntelligenceAutomation ToolsData Analytics Tools

Industry Keywords

Operational Risk FrameworkInternal ControlsRCSAForecasting ProcessChange Management

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Support high-impact strategic projects and initiatives aligned with BSIRRM business objectives
Support forecasting process enhancement workstreams, including requirements definition, development, UAT coordination, and post-implementation review
Create executive analytics by enabling data flows, interacting with models, and synthesizing forecasting inputs and outputs
Translate strategic priorities into actionable plans and initiatives
Support change management for forecasting capabilities and process automation
Monitor and report progress, risks, and issues to senior leadership and stakeholders
Identify opportunities for AI-enabled solutions, automation, and advanced analytics in balance sheet, interest rate risk, and financial management processes
Support the operational risk framework
Support issue management lifecycle, RCSA, and internal controls activities for BSIRRM forecasting processes
Ensure data quality and controlled processes
Complete accurate recurring deliverables in compliance with treasury risk management regulatory requirements
Collaborate with Internal Audit, Financial Risk Management, model governance teams, and regulatory agencies
Handle sensitive information with discretion and confidentiality

Requirements

What you’ll need

4+ years of Treasury experience, or equivalent demonstrated through work experience, training, military experience, or education
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
Experience with regulatory requirements surrounding model risk, interest rate risk, liquidity, and capital
Experience assessing policies, procedures, processes, compliance, and operational controls within a large, complex organization
Ability to manage multiple concurrent projects or individual projects
Excellent oral and written communication skills
Strong analytical skills and attention to detail
Complex treasury reporting expertise
Ability to work in a team-based environment, prioritize tasks, learn quickly, provide superior stakeholder service, and take on new challenges with a strategic mindset

Benefits

Comp & perks

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Incentive opportunities may be available