About this role:

Wells Fargo is seeking a Sr. Business Aligned Finance Analyst to work on the Corporate Finance Advisory (CFA) team. In this role you will drive strategic financial analysis, peer benchmarking, and executive reporting to support business performance and decision-making. At the direction of the senior most levels in Finance, work on ad hoc requests and project with impacts across the enterprise and providing broad exposure across the Finance organization (CFO teams, Investor Relations, Corporate Development, FP&A, Treasury, Controllers, etc.).

Key Responsibilities:

• Assess business performance and competitive positioning; identify financial improvement opportunities
• Perform ad hoc analyses in support of key deliverables related to profitability/other key metric comparisons, business strategy, valuation and capital positioning vs competitors
• Support Finance executive leadership on high-profile presentations, including Board and Investor Relations materials
• Build and maintain financial models and recurring reporting packages
• Partner and support core FP&A deliverables where needed: ad hoc analysis for executive meetings, Budget and Forecast reviews, management reporting, and actual-vs-plan variance analysis with driver commentary
• Leverage AI-enabled tools (e.g., Copilot, GenAI platforms, ROGO, automation scripts) to accelerate data aggregation and enhance analytical work across ad hoc and recurring deliverables, improving turnaround speed and analytical depth
• Support improvements to Finance methodologies and infrastructure
• Support senior management discussions via key workstreams

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 within finance, FP&A, investment banking, strategy, or related roles covering the financial services industry

• Familiarity with regulatory capital rules, liquidity standards, and asset/liability management practices
• Proven ability to synthesize complex data into actionable insights for senior leadership; Visual/verbal data trend presentation preparation for management reporting
• Strong analytical skills specifically related to assembling and interpreting financial analyses to support deliverables across CFA and FP&A related to planning, forecasting, management reporting, and variance analysis
• Bachelor’s degree in Finance, Accounting, Economics, or related field
• Advanced Microsoft Excel & PowerPoint skills: financial modeling and proficiency creating presentations suitable for executive management
• Familiarity with AI/GenAI tools and their practical application to financial analysis, modeling, or reporting automation (e.g., Excel Copilot, LLM tools like Rogo Felix, Python-based automation) a plus
• Familiarity with enterprise planning systems (e.g., Oracle Hyperion Essbase), data visualization tools (e.g., Power BI, Tableau),
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position offers a hybrid work schedule from our 550 S. Tryon Street, Charlotte, NC 28202 location.
• Relocation assistance is not available for this position
• This position is not eligible for Visa sponsorship

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.