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Senior Lead Business Aligned Finance Analyst

Job in Charlotte, Mecklenburg County, North Carolina, 28202, USA
Listing for: Wells Fargo
Full Time position
Listed on 2026-08-07
Job specializations:
  • Finance & Banking
    Financial Analyst, Corporate Finance, Financial Reporting
Job Description & How to Apply Below

Senior Lead Finance Analyst

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.

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:

550 S. Tryon Street
- Charlotte, North Carolina

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.

$ - $

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
Position Requirements
10+ Years work experience
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