Lead Business Aligned Finance Analyst - CIB Markets Finance Strategic Advisory

Wells Fargo is seeking a strategic finance partner to the Markets organization within the CIB Markets Finance group. Finance drives the company’s financial management, including accounting, financial planning and analysis, line of business finance, treasury, tax management, and investment portfolios. The team informs shareholders, regulators, taxing authorities, employees, and leaders of financial performance through earnings releases, investor meetings, and regulatory reporting.

Responsibilities

• Lead financial analysis and performance advisory initiatives for the CIB Markets line of business
• Partner with the broader finance team on performance metrics relative to peers
• Develop forward-looking financial plans, forecasts, expense management solutions, and strategic recommendations
• Provide actionable insights and recommendations to senior business executives
• Create and deliver executive-level presentations for weekly reporting, monthly business reviews, and quarterly earnings preparation
• Drive and implement finance-related strategic initiatives across the organization
• Partner cross-functionally with CIB Finance, Investor Relations, Strategy, and line-of-business teams to address key priorities and resolve complex issues
• Build strong relationships with Markets leadership to act as a trusted advisor
• Strategically collaborate and consult with peers, colleagues, and mid-level to senior managers in finance and CIB Markets to resolve issues and achieve goals

Requirements

• 5+ years of Finance experience, or equivalent demonstrated through work experience, training, military experience, or education

Qualifications

• Experience within Corporate and Investment Banking disciplines, including Markets industry experience
• High attention to detail with strong analytical and problem-solving capabilities
• Proven ability to synthesize complex data into actionable insights for senior leadership
• Advanced proficiency in Excel, PowerPoint, financial systems (e.g., Essbase), and emerging AI technologies (e.g., CoPilot)
• Strong communication and presentation skills, including confident and succinct delivery
• Ability to operate effectively in a fast-paced, high-demand environment while managing multiple priorities
• Experience with disciplines such as accounting, group controllers, corporate treasury, regulatory capital, financial planning and analysis, and/or product control
• Knowledge of Wells Fargo's balance sheet/product offerings
• Visual/verbal data trend presentation preparation for management reporting
• Knowledge/understanding of report analysis with emphasis on accuracy and storytelling with supporting details

Schedule

This position offers a hybrid work schedule from our 550 S. Tryon Street, Charlotte, NC 28202 location.