Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Core Competencies
Generic

Tanner Midas

Minneapolis,MN

Summary

Dynamic finance professional with a strong track record in financial analysis and strategic planning, recognized for reliability and adaptability in delivering accurate financial reports and actionable insights. Expertise in team collaboration and a results-oriented approach, emphasizing data analysis and financial modeling to drive organizational success. Proven success in enhancing reporting efficiency, reducing operational costs, and modernizing analytical tools within large financial institutions. Committed to leveraging data and technology to unlock new efficiencies and foster innovation in the financial landscape.

Overview

8
8
years of professional experience

Work History

Senior Finance Analyst - Corporate FP&A

Wells Fargo
08.2024 - Current
  • Conducted detailed variance analysis to identify trends and discrepancies in financial performance.
  • Collaborated with cross-functional teams to enhance financial forecasting accuracy through improved data collection methods.
  • Developed and implemented process improvements that enhanced efficiency in the financial planning cycle.
  • Supported the annual budgeting process by coordinating data collection and consolidation of over 300 financial tables across departments.
  • Enhanced financial modeling processes by integrating advanced Excel techniques and automation tools.
  • Strengthened internal controls, ensuring compliance with all relevant regulatory requirements and accounting standards.
  • Managed monthly financial reporting processes, ensuring timely and accurate delivery of financial statements.

Corporate Finance Analyst

Wells Fargo Home Mortgage
05.2022 - Current
  • Supported redesign of enterprise forecasting processes to improve speed and accuracy.
  • Built new reporting structures and deeper analytical cuts used for financial forecasting.
  • Developed and maintained PowerBI dashboards for executive-level insights.
  • Collaborated with Retail Operations leadership to reduce expenses by over 30% within 12 months.

Securities Cash Analyst

Computershare / Wells Fargo
05.2018 - 05.2022
  • Performed technical financial analysis across collateral, securities, and trust operations.
  • Built strong customer and internal stakeholder relationships.
  • Supported P&L analysis with detailed reporting analytics.
  • Mentored junior team members and contributed to leadership development initiatives.

Education

Bachelor of Science - Finance & Organizational Management

University of Minnesota Duluth
Duluth, MN
01.2018

Skills

  • Advanced Microsoft Excel,
  • PowerBI
  • Alteryx
  • Tableau
  • Profitability analysis
  • Cost accounting
  • Variance analysis
  • Economic forecasting
  • Capital budgeting

Accomplishments

  • Led technology transformation initiatives within Wells Fargo Home Lending Finance.
  • Automated manual processes to reduce risk and save significant processing time.
  • Redesigned Home Lending Volume Forecast into interactive, user-friendly dashboards.
  • Converted large PowerPoint reports into dynamic PowerBI tools that improved executive visibility.

Timeline

Senior Finance Analyst - Corporate FP&A

Wells Fargo
08.2024 - Current

Corporate Finance Analyst

Wells Fargo Home Mortgage
05.2022 - Current

Securities Cash Analyst

Computershare / Wells Fargo
05.2018 - 05.2022

Bachelor of Science - Finance & Organizational Management

University of Minnesota Duluth

Core Competencies

  • Financial Analysis & Forecasting
  • Alteryx Workflow Automation
  • PowerBI Dashboard Development
  • Advanced Excel Modeling & Reporting
  • Variance & Trend Analysis
  • Corporate FP&A
  • Data Visualization
  • Process Optimization
Tanner Midas