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Lead Finance Analyst- CIB Markets

Wells Fargo Bank
  • New York, New York
    7 days ago

    Job Description

    Wells Fargo is seeking a Lead 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 Lead Analyst will provide support to the Equities business in the Markets division reporting to the Equities CFO.

    In this role, you will:

    • Perform in-depth financial reporting/analysis
    • Ensure proper financials preparation for operating reviews/reports, financial ownership in business cases and ad-hoc analyses
    • Participate in functions related to financial forecasting, financial research and reporting
    • Engage directly with leaders across all aspects of the business including but not limited to revenue, balance sheet, capital, headcount and expenses
    • Demonstrate intellectual curiosity with appropriate skepticism to review/ challenge/enhance/transform current processes that can benefit from improvements; take ownership to push things forward and make progress

      Required Qualifications:

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

      Desired Qualifications:

      • Strong analytical skills including financial metrics analysis
      • Visual/verbal data trend presentation preparation for management reporting
      • Knowledge/understanding of report analysis: emphasis on accuracy and telling a story with supporting details
      • Ability to exercise independent judgment and work within a team to identify and resolve problems
      • Knowledge of Wells Fargo's balance sheet/product offerings
      • Experience with forecasting tools Essbase/Dodeca
      • Experience with disciplines such as accounting, group controllers, corporate treasury, regulatory capital, financial planning and analysis and/or product control
      • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
      • Knowledge of PowerBI, Tableau, Alteryx, AI tools

      Pay Range
       

      Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

      $143,000.00 - $224,000.00

      Benefits

      Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

      • Health benefits
      • 401(k) Plan
      • Paid time off
      • Disability benefits
      • Life insurance, critical illness insurance, and accident insurance
      • Parental leave
      • Critical caregiving leave
      • Discounts and savings
      • Commuter benefits
      • Tuition reimbursement
      • Scholarships for dependent children
      • Adoption reimbursement

      Posting End Date:

      6 Sep 2026

      *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.

      Numbers & Facts

      LocationNew York, New York
      IndustryFinancial Services
      Company Size10,000 employees or more
      Year Founded1852
      Websitewellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy

      About Company

      We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

      Skills

      • Accountingunmatched
      • Analysis Skillsunmatched
      • Artificial Intelligence (AI)unmatched
      • Balance Sheetunmatched
      • Business Caseunmatched
      • Credit Riskunmatched
      • Customer Relationsunmatched
      • Data Analysisunmatched
      • Data Visualizationunmatched
      • Financial Analysisunmatched
      • Financial Metricsunmatched
      • Financial Operationsunmatched
      • Financial Planning and Analysis (FP&A)unmatched
      • Financial Regulationsunmatched
      • Financial Reportingunmatched
      • Forecastingunmatched
      • Head of Financeunmatched
      • Identify Issuesunmatched
      • Leadershipunmatched
      • Maintain Complianceunmatched
      • Management Reportingunmatched
      • Market Analysisunmatched
      • Microsoft Excelunmatched
      • Microsoft Officeunmatched
      • Microsoft Outlookunmatched
      • Microsoft PowerPointunmatched
      • Microsoft Wordunmatched
      • Oracle Essbase (fka Hyperion Essbase)unmatched
      • Power BIunmatched
      • Presentation/Verbal Skillsunmatched
      • Problem Solving Skillsunmatched
      • Product Controlunmatched
      • Regulatory Complianceunmatched
      • Reimbursementunmatched
      • Riskunmatched
      • Risk Analysisunmatched
      • Scholarshipunmatched
      • Tableauunmatched
      • Time Managementunmatched
      • Treasuryunmatched
      • Trend Analysisunmatched
      • Tuition Reimbursementunmatched

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