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The Role
Leads complex financial analysis, forecasting, reporting, stress testing, resolution planning, and balance-sheet and net-interest-income modeling for banking markets. Provides management insights, supports pricing and portfolio performance analysis, strengthens forecast governance and controls, and drives process and systems improvements. The role collaborates across Finance, Risk, and business teams while ensuring accurate, timely deliverables and compliance with policies and model-risk requirements.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Lead Business Aligned Finance Analyst.
In this role, you will:
27 Aug 2026
*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.
Wells Fargo is seeking a Lead Business Aligned Finance Analyst.
In this role, you will:
- Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance for a specific business unit, division, or product
- Provide companywide advice and technical expertise on matters related to complex financial analysis as well as economic research in support of management decision making functions
- Research strategies and make recommendations for forward financial planning in support of line of business goals
- Provide support and influence in the management of product pricing, portfolio performance, closing research and validation
- Review and analyze multi-faceted technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors
- Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards
- Lead implementation of complex initiatives impacting multiple lines of business companywide
- Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements
- Strategically collaborate and consult with peers, colleagues and mid-level to senior managers in finance and in a given line of business to resolve issues and achieve goals
- 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Strong analytical, reporting and presentation skills
- CA / CMA / MBA Graduate with experience of financial or banking sectors experience
- Exposure to key accounting tools like Oracle Financials, Essbase etc.
- High integrity and do what is right, fair and respectful
- Innovative problem solver
- Relationship building skills
- Attention to detail - recognizes the importance of detail to ensure data integrity
- Comfortable to work in rotational shifts
- Advanced Microsoft Office (Word, Excel and PowerPoint) skills and exposure to tools such as Power BI, Tableau, Alteryx would be an added advantage
- Execute balance sheet and net interest income (inclusive of yields and cost of funds) forecasts, reporting across multiple assets class in capital markets.
- Contribute to wide reaching Stress Test and Resolution Planning process and related documentation including partnership with Business Finance, Corporate FP&A, Corporate Enterprise Risk Group, and Risk Modeling Group
- Support the development and implementation of trading related models to assess balance sheet valuation and revenue changes under baseline and stress testing conditions
- Build deep understanding of dynamics and assumptions related to model assumptions, including management judgement, and other drivers used to build balance sheet and net interest income projections
- Produce complex reporting and analytics to provide management with meaningful insight into underlying drivers impacts balances and income forecasts
- Ensure accurate recurring deliverables are completed timely, establish controlled processes, and support ongoing strategic initiatives such as forecast transformation efforts, process improvements, forecasting model build-out and enhancement, etc.
- Responsible for compliance with forecast governance and oversight requirements and ensuring that model KPIs are properly tracked, model risks are appropriately managed and mitigated
- Constantly look for opportunities to improve processes, enhance controls, and build advanced analytics
- Collaborate and consult with peers, colleagues and managers to meet deadlines, resolve issues and achieve goals
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
- Progressive track record of management reporting experience with familiarity of running and or working in a geographically diverse team
- Strong Financial analysis and experience in providing timely and relevant recommendations to drive business decisions and outcomes
- Demonstrable change management skills, particularly those involving process re-engineering and systems change
- Strong interpersonal and communication skills, including the ability to give presentations and briefings to senior management
- Creative and strategic thinking skills, including the ability to analyze business transactions and identify key Finance risks/mitigating controls
- Ability to work under pressure and maintain high energy levels
- Must be able to work independently with positive collaboration within a fast paced, team environment
27 Aug 2026
*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.
Skills Required
- 5+ years of finance experience or equivalent experience, training, military experience, or education
- CA, CMA, or MBA graduate
- Experience in the financial or banking sectors
- Management reporting experience
- Strong financial analysis skills and ability to provide recommendations for business decisions
- Change management experience involving process re-engineering and systems changes
- Strong interpersonal and communication skills, including presentations and briefings to senior management
- Ability to analyze business transactions and identify Finance risks and mitigating controls
- Ability to work independently and collaboratively in a fast-paced environment
- Advanced Microsoft Office skills
- Experience with Oracle Financials, Essbase, Power BI, Tableau, or Alteryx
- Ability to work rotational shifts
Wells Fargo Compensation & Benefits Highlights
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Retirement Support — Retirement offerings are highlighted by a strong 401(k) with employer matching and added options like after‑tax contributions and an employee stock purchase plan, supporting long‑term savings. These features are presented as competitive elements of the total rewards package.
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Healthcare Strength — Medical, dental, and vision coverage are described as comprehensive, often starting on day one for eligible employees, with HSAs/FSAs, wellness incentives, and mental health resources available. Specialized care options, including fertility support, further enhance the health offering.
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Parental & Family Support — Paid parental leave of notable duration is available from the start of employment, alongside adoption/surrogacy/fertility programs. Caregiving and backup care resources deepen the family-oriented support.
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The Company
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
Why Work With Us
We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”
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Wells Fargo Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
3 days a week
