Job title: Finance Associate
Business Group/Line: Corporate Finance
Location: San Francisco, CA
Number of months at Wells Fargo: 10
Undergraduate institution: University of California, Berkeley
Undergraduate major: Business Administration
Why did you choose Wells Fargo over other potential employers?
Wells Fargo offered me an extensive and challenging rotation program in corporate finance and accounting that was unsurpassed by any potential employers. Also the company emphasizes building skill sets for their employees, creating a solid stepping-stone for future opportunities. This, coupled with the work and life balance offered here presented an opportunity I could not pass up.

Would you recommend Wells Fargo as an employer? Why? What should students consider when making their choice for employer?
I highly recommend Wells Fargo because it is an organization that makes its Team Members a top priority. Two key components students should look for in an employer are opportunities for professional career advancement and a positive company culture. I believe that being happy in your job requires a work environment that challenges you with new projects and tasks, promoting personal growth and development. Moreover, the people you work alongside during this process make all the difference in the world.

Has your perception of Wells Fargo changed from the time you were a student until now? How?
Before working for Wells Fargo, the company was just a bank to me. Now it’s a major part of my life and a company that I take pride in working for because of its unique culture. Working here made me realize why it’s considered one of the premiere financial institutions in the country. It places a high value on its people and customers. I also have a greater understanding of how being a team player is a key to company success. Our employees are referred to as Team Members because we work together to achieve our goals.

Why is your program or business group a good fit for you?
I graduated from college unsure of whether I wanted to begin a career in finance or accounting. This is why the Finance Associate Development Program was extremely fitting for me. It allowed me to experience finance and accounting in several different areas of the bank, challenging me with new projects and rotations every couple of months. I rotated through the Corporate Controllers division for my first four-month rotation, then the Financial Planning and Analysis department, and ended in the finance department of a business line. Each rotation exposed me to a different aspect of finance within Wells Fargo. It was not only intriguing, but it allowed me to develop varied skill sets.

What are your co-workers like?
The people at Wells seem to hold a lot of pride in working for this organization. My co-workers are very team-oriented and share a mutual respect and appreciation for other Team Members. It’s awesome to work in an environment where people have positive attitudes about their work.

At Wells Fargo, we pride ourselves on the professional development opportunities we provide. Are you taking advantage of these resources? If so, what and how?
Wells Fargo offers Team Members an abundance of resources. Participants in my program take advantage of many courses offered through the online “Finance University.” It’s one of many resources that offers training to Team Members.

Do you feel like you have enough free time to pursue a life outside of work? What do you do with your free time?
Yes, and I’ve realized that being challenged and feeling good about your job can have a positive impact on your life outside of work. Just like in the rotational program, where I try a new “flavor” of finance every couple months, I enjoy varied experiences in my free time. I skydive, travel to new places, try new restaurants in the city, and go river rafting.

Day in the Life
This overview of a Team Member’s typical day on the job should give you an idea of what it’s like to work in this business group’s development program.
Day in the Life
8:00 a.m. - 10:00 a.m.How does your day begin? What time do you get in? What’s the first thing you do?
I take BART, a commuter train in the Bay Area, to work. Once there, I grab a morning coffee, check emails and messages, then start organizing my daily to-do list. I also check-in with colleagues on the status of any team-based projects and goals we share.
10:00 a.m. - 12:00 noonWhat are your mornings like? How do you organize your daily “to-do” list?
Next I begin work on my priority list. This might include early estimate forecasting, analyzing financial reports, updating forecasting models, producing monthly business letters or scheduling group meetings.
12:00 noon - 1:00 p.m.The morning’s wrapping up – what does the rest of the day hold? Do you have time for lunch?
Depending on workload, I’ll either grab a quick lunch and bring it back to my desk or go out and enjoy a nice meal at one of numerous restaurants in the San Francisco financial district.
1:00 p.m. - 3:00 p.m.What are your afternoons like? Describe any unique business processes you engage in or meetings that you attend on a regular basis.
I continue to work through my priority list. Weekly, I attend a meeting to update the group on the progress of my individual projects. Then we discuss future projects and priorities for the group. It’s important to maintain open lines of communication with colleagues and managers.
3:00 p.m. - 5:00 p.m.Describe the end–of–day push. What gets done today? What gets pushed until tomorrow?
I finish up any necessary tasks before the end of the day. Then I review newly added projects to plan for the future.
5:00 p.m. - 7:00 p.m.Working late? What does this entail? What time do you leave? Do you take work home?
Workload determines when I leave the office, but my hours are pretty regular. Once the day is done, I head home on BART.
Relevant military experience is considered for veterans and transitioning service men and women.
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