Markets Division Senior Finance Analyst

Wells Fargo•Charlotte, NC

1d•Hybrid

About The Position

Wells Fargo is seeking a Senior Finance Analyst to work on the Structured Products Group (SPG) and Credit Sales & Trading team within Corporate and Investment Markets Chief Finance Office (CIB Markets CFO). In this role you will provide strategic advisory, supported by data and analysis, that will drive growth, create efficiency, and define strategy.

Requirements

4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Experience supporting Fixed Income Capital Markets businesses including structured products banking and sales & trading.
Strong financial analysis skills with the ability to interpret and provide insights on revenue drivers, expenses, balance sheet trends, capital usage, and business performance.
Experience with forecasting, budgeting, annual planning, scenario analysis, and management reporting in a complex financial institution. High degree of comfort working with pro forma financials and dynamically modeling returns.
3-4+ years of experience working with Oracle Hyperion Essbase
Advanced proficiency in Excel & PowerPoint and financial modeling, with experience leveraging data visualization and automation tools (Power Quary, Power BI, Tableau, Alteryx, Python, VBA, etc.) and familiarity with AI/Gen AI (CoPilot) to improve reporting efficiency.
Proven ability to build partnerships and influence stakeholders across Finance, COO, Risk, and business leadership teams while communicating effectively with senior management.
Demonstrated intellectual curiosity, critical thinking, and a continuous improvement mindset with a track record of challenging existing processes, driving automation, and implementing scalable solutions.
Bachelor’s degree in Finance, Accounting, Economics, or related field
Excellent verbal, written, and interpersonal communication skills

Responsibilities

Lead the monthly forecast cycle for revenue, balance sheet, and expenses across SPG and Credit Sales & Trading, delivering accurate and timely submissions in accordance with the firm's FP&A calendar.
Independently perform financial analysis, forecast updates, reconciliations, and support deliverables, requiring minimal oversight while ensuring completeness, accuracy, and adherence to deadlines.
Maintain and document forecast assumptions and month-over-month changes, including preparation of forecast logs that clearly articulate revenue and balance sheet movements, key drivers, and accountable business owners.
Lead forecast load preparation, validation, and reconciliation activities, ensuring all submissions are fully tied out to source files and meet established production control standards before publication.
Develop and deliver detailed expense analytics, supporting monthly forecasts, annual budget development, and long-range planning processes, including the five-year plan presented to senior management.
Partner closely with the CFO to prepare budget, forecast, and strategic planning materials, providing analytical insights and business recommendations to support decision-making.
Build and maintain comparative financial reporting and variance analyses across Actuals, Budget, Forecast, Prior Forecast, and Prior Year results, identifying key business drivers and emerging trends.
Serve as an expert user of Essbase and related FP&A reporting tools, utilizing advanced ad hoc reporting, scenario analysis, hierarchy validation, and financial modeling capabilities to support business and finance stakeholders.
Support the full financial reporting cycle from close through publication, including actuals review, forecast updates, reporting package preparation, and presentation materials for line-of-business leadership.
Identify opportunities to streamline forecasting, reporting, and allocation processes through automation, enhanced controls, and process improvements that increase efficiency, transparency, and scalability.