Lead Finance Analyst - CIB Markets

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:

• Lead financial analysis and performance advisory initiatives for the CIB Markets line of business.
• Serve as a trusted advisor to Markets leadership by providing strategic financial guidance and actionable recommendations.
• Develop and manage long-range plans, forecasts, and expense management strategies.
• Analyze business performance, identify emerging trends, and communicate key risks and opportunities to senior leadership.
• Prepare and deliver executive-level presentations supporting weekly reporting, monthly business reviews, operating committee meetings, and quarterly earnings activities.
• Drive forecasting accuracy and enhance reporting methodologies to improve business decision-making.
• Partner with Markets and other stakeholders to resolve complex business and financial challenges.
• Ensure the integrity, accuracy, and timeliness of management reporting, operating reviews, and ad hoc analyses.
• Translate complex financial data into concise, actionable insights for executive audiences.

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:

• Knowledge of Corporate & Investment Banking products, markets, and financial performance drivers.
• Proven ability to lead complex, enterprise-wide initiatives and deliver results through collaboration, influence, and effective stakeholder management.
• Demonstrated ability to synthesize large, complex datasets into concise and actionable executive-level communications.
• Proven ability to influence senior executives and business leaders through data-driven insights and strategic recommendations.
• Proficiency in financial systems, reporting tools, and data visualization platforms such as Power BI, Tableau, AI tools, Alteryx, Essbase/Dodeca, or similar technologies.
• Visual/verbal data trend presentation preparation for management reporting
• Strong analytical skills including financial metrics analysis
• 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
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) 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

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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.