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Senior Lead Business Aligned Finance Analyst

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

    Job Description

    About this Role

    Wells Fargo is seeking a Senior 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 Analyst will provide support to the Commodities, Municipal, XVA and Markets Admiration lines of businesses within the Markets division reporting to the LOB CFO. Learn more about our career areas and business divisions at wellsfargojobs.com

    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
    • Leverage enterprise AI tools to facilitate data driven decisioning
    • 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:

    • 7+ 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

    Posting Location:

    30 Hudson Yards, New York, NY

    Job Expectations:

    • Required location listed above. Relocation assistance is not available for this position.
    • This position is not eligible for VISA sponsorship.

    • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
    • 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
     

    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.

    $191,000.00 - $305,000.00

    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:

    17 Aug 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/life-at-wells-fargo/benefits

    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
    • Code of Federal Regulationsunmatched
    • 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 Exchange Serverunmatched
    • 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
    • Regulatory Requirementsunmatched
    • Reimbursementunmatched
    • Riskunmatched
    • Risk Analysisunmatched
    • Scholarshipunmatched
    • Securitiesunmatched
    • Tableauunmatched
    • Time Managementunmatched
    • Treasuryunmatched
    • Trend Analysisunmatched
    • Tuition Reimbursementunmatched

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