Wells Fargo is seeking a Senior Finance Analyst within the Corporate and Investment Markets Chief Finance Officer (CIB Markets CFO) team. The Markets CFO team provides strategic advisory, supported by data and analysis, to the Markets Division Leadership that will drive growth, create efficiency, and define strategy. More specifically, this Senior Analyst will provide support to the Equities business in the Markets division reporting to the Equities CFO.

In this role, you will:

• Assist and prepare monthly business reviews materials, and senior management presentations for the Equities leadership team
• Develop insightful commentary on business performance, highlighting key revenue drivers, expense trends, balance sheet movements, and emerging risks.
• Partner with business COO and finance teams to understand variances versus plan, forecast, and prior-year performance.
• Assist in evaluating business initiatives through profitability and return analyses.
• Support annual planning, quarterly forecasting, and monthly outlook processes for the Equities business.
• Maintain forecasting models and assist in developing scenario analyses to support management decision-making.
• Monitor forecast accuracy and identify opportunities to improve assumptions and methodologies.
• Identify and implement automation opportunities that improve reporting efficiency and data quality.

Required Qualifications:

• 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience supporting the Equities businesses within Finance, FP&A, Product Control, or Business Finance.
• Strong financial analysis skills with the ability to interpret and provide insights on revenue drivers, expenses, balance sheet trends, capital usage, and business performance.
• Experience with forecasting, budgeting, annual planning, scenario analysis, and management reporting in a complex financial institution.
• Advanced proficiency in Excel and financial modeling, with experience leveraging data visualization and automation tools (Power BI, Tableau, Alteryx, Python, VBA, etc.) to improve reporting efficiency.
• Proven ability to build partnerships and influence stakeholders across Finance, COO, Risk, and business leadership teams while communicating effectively with senior management.
• Demonstrated intellectual curiosity, critical thinking, and a continuous improvement mindset with a track record of challenging existing processes, driving automation, and implementing scalable solutions.

Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Pay Range
 

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.