About The Position

Wells Fargo is seeking a Lead Business Aligned Finance Analyst to work in the CIB Markets Finance group. The role serves as a strategic finance partner to the Markets organization, driving financial analysis, peer benchmarking, and executive reporting to support business performance and decision-making. The position partners with finance teams and stakeholders across CIB Finance, Investor Relations, Strategy, and lines of business, and builds relationships with Markets leadership as a trusted advisor.

Requirements

  • 5+ years of Finance experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
  • High attention to detail with strong analytical and problem-solving capabilities.
  • Ability to synthesize complex data into actionable insights for senior leadership.
  • Strong communication and presentation skills, including communicating confidently and succinctly.
  • Ability to operate effectively in a fast-paced, high-demand environment while managing multiple priorities.
  • Strong analytical skills, including financial metrics analysis.
  • Knowledge and understanding of report analysis, emphasizing accuracy and presenting a story with supporting details.

Nice To Haves

  • Experience within Corporate and Investment Banking disciplines, including Markets industry experience.
  • Advanced proficiency in Excel, PowerPoint, financial systems such as Essbase, and emerging AI technologies such as CoPilot.
  • Experience with accounting, group controllers, corporate treasury, regulatory capital, financial planning and analysis, and/or product control.
  • Knowledge of Wells Fargo's balance sheet and product offerings.
  • Experience preparing visual and verbal presentations of data trends for management 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.
  • Follow applicable risk programs, Wells Fargo policies, procedures, and risk and compliance obligations; escalate and remediate issues as appropriate.
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