The Robert Toigo Foundation

Data Analytics Services – Financial Controls & Oversight Consultant

Wells Fargo
November 6, 2019
Multiple, United States
Job Type


Job Description

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wells Fargo Technology sets IT strategy; enhances the design, development, and operations of our systems; optimizes the Wells Fargo infrastructure footprint; provides information security; and enables continuous banking access through in-store, online, ATM, and other channels to Wells Fargo’s more than 70 million global customers.

Wells Fargo is seeking a highly motivated individual to join a team of data analytics professionals supporting COSO testing and will have enterprise-wide exposure to key stakeholders within the external financial/risk/regulatory reporting infrastructure.  The Enterprise COSO Testing team is a component of the Enterprise Controls & Oversight (ECO) Group in Corporate Controllers.

The IT COSO team within ECO supports the Company’s on-going objective of maintaining an industry-leading information technology control environment and is responsible for the following directives:

  • Providing meaningful assessments of IT control environments impacted by financial, risk, and regulatory reporting;
  • Assessing compliance with Well Fargo & Company’s COSO based policies for IT controls impacted by internal controls over financial reporting (SEC and Regulatory Reporting) and strategic planning for on-going IT control compliance with COSO policies (proactive anticipation of internal control related matters);
  • Monitoring new and emerging internal control related guidance and issues and assist with facilitating group-wide training to interested and impacted stakeholders;
  • Providing consultation and subject matter expertise for process and IT control related matters including evaluating severity of control deficiencies and related remediation efforts;
  • Providing process and control support and thought leadership for projects;
  • Interfacing with external auditors, regulators and others on control related matters; and,
  • Acting as a change agent for continual improvement of the control environment.

This individual will be responsible for supporting the following team directives:

  • Facilitating the identification of opportunities to utilize data analysis in the assessment of risk and controls.
  • Performing business analysis, project management, design and solution testing of analytics in adherence to our development methodology.
  • Partnering with ECO teams to ensure data analytic needs are met such as continuous auditing activities, robotics, special projects, substantive testing support, etc.
  • Navigating within technology environments to locate, validate, extract, and format data for data analysis
  • Analyzing complex data and providing the analytic results in a user-friendly format
  • Developing and maintaining program scripts used for data analysis, controls automation and controls testing.
  • Providing recommendations on types of analytics and procedures used to meet control testing objectives
  • Communicating data analysis conclusions to management.
  • Ensuing accuracy and completeness of analytic results.
  • Building relationships and collaborating with key stakeholders related to assigned areas.
  • Assisting with projects impacting the broader team.

Required Qualifications

  • 4+ years of experience in one or a combination of the following: finance, accounting, analytics, reporting or business/technology audit; or a BS/BA degree or higher in Finance, Accounting, Statistics, Economics, or Business and 2+ years of experience in one or a combination of the following: finance, accounting, analytics, reporting or business/technology audit

Desired Qualifications

  • Ability to develop operational reporting and performing complex data analysis
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to take on a high level of responsibility, initiative, and accountability
  • Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Excellent verbal, written, and interpersonal communication skills
  • 2+ years of Tableau experience
  • 4+ years of experience with SAS or SQL, or other data management, reporting and query tools
  • Intermediate Microsoft Visio skills
  • Ability to successfully operate in a complex and matrixed environment
  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting

Other Desired Qualifications

  • Minimum two years Big Four/super regional public accounting firm experience in IT audit and/or IT SoX advisory/consulting service
  • Strategic understanding of the applicability of industry tools such as ACL (Audit Command Language)
  • General knowledge and understanding of programming languages and tools (Visual Basic, SQL Server   Management Studio, SQL Server Reporting Service, etc.)
  • Ability to gather business and data requirements
  • Certification in one or more of the following: CISA, CPA, CIA, CAP (Certified Analytics Professional), ACDA (ACL Certified Analyst), SCBDP (SAS Certified Big Data Professional)
  • Ability to work with a variety of source data formats
  • Working knowledge of various database designs, strategies (SQL, Oracle, Teradata etc.)
  • Knowledge of ETL processes, master file management.
  • Ability to conceptualize and implement new analytic approaches and methodologies
  • Strong critical thinking skills with ability to credibly challenge status quo; significant experience with continuous improvement of IT control testing processes and results
  • Strong relationship management skills; ability to negotiate difficult positions without harming relationships


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All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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