Senior Product Analyst - Treasury Management
San Francisco Bay Area
Financial Consultant supporting the Wells Fargo Wholesale Treasury Management business. Supported analysis and forecasting for the Wholesale Treasury Management business, and was responsible for consolidated financial reporting packages used by leadership across the Wholesale organization.Leveraged proprietary CRM tools for structured analyses to answer a variety of business issues including customer attrition, pricing patterns, and revenue trending across lines of business, relationships, and product sets. Served as finance lead for the Wholesale Commercial Card Customer Rebate Program, supporting over 150 of the largest customers.Re-designed Commercial Card rebate accrual model & work stream to achieve human capital efficiencies & expense savings.Was responsible for monthly forecasting and annual planning for Wholesale TM Sales, TM Marketing, and TM external vendors, which together accounted for a staff of 450 employees.