Senior Balance Sheet Management Analyst- Executive Analytics & Strategic Initiatives

Posted 14 Hours Ago
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Charlotte, NC, USA
Hybrid
87K-168K Annually
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Supports strategic initiatives and forecasting enhancements for balance sheet and net interest income management. Responsibilities include requirements definition, development, UAT coordination, executive analytics, automation, AI-enabled solutions, governance, issue management, risk controls, data quality, regulatory compliance, and stakeholder reporting. The role requires treasury expertise, interest rate risk knowledge, strong analytical abilities, and advanced Python and SQL skills.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Senior Balance Sheet Management Analyst to join the Balance Sheet & Interest Rate Risk Management (BSIRRM) team, with a specific focus on supporting strategic projects and initiatives that enhance the balance sheet and net interest income forecasting process.
This is an individual contributor role reporting into BSIRRM Governance and Oversight, Risk Management and Strategic Initiatives function. It requires nimble deployment of technical capabilities, alongside strategic thinking, risk management mindset, and IRR knowledge to drive forward complex initiatives, ad hoc executive requests, and technology transformation efforts.
In this role, you will:
Strategic projects and forecasting enhancement
  • Support high-impact strategic projects and initiatives, ensuring timely delivery of results that align with BSIRRM's business objectives
  • Serve as the BSIRRM strategic initiatives analyst for forecasting process enhancement workstreams - requirements definition, development, UAT coordination, and post-implementation review across balance sheet and NII forecasting
  • Support creation of executive analytics - enabling data flows, interaction with models, and synthesizing forecasting inputs and outputs into materials for senior leadership, committees, and ad hoc executive requests
  • Translate strategic priorities into actionable plans and initiatives, ensuring alignment across the BSIRRM function
  • Support change management items related to newly developed forecasting capabilities and ongoing process automation
  • Monitor and report on progress, risks, and issues, providing regular updates to senior leadership and other stakeholders
  • Identify opportunities to apply AI-enabled solutions, automation, and advanced analytics to complex balance sheet, interest rate risk, and financial management processes while ensuring strong governance, controls, and data integrity
  • Operate at a tactical, strategic, and operational level, supporting projects that do not neatly fit within the organizational chart or that fall between departments or leadership areas of responsibility

Governance, risk, and controls
  • Support a streamlined, scalable, and aligned operational risk framework that supports strategic priorities
  • Support the issue management lifecycle - identification, planning, resolution, tracking, and closure - and RCSA and internal controls framework activities for BSIRRM forecasting processes
  • Ensure data quality and establish controlled processes
  • Ensure accurate recurring deliverables are completed and compliant with various treasury risk management regulatory requirements
  • Collaborate with Internal Audit, Financial Risk Management, and model governance teams, as well as outside parties including regulatory agencies
  • Handle sensitive information with the utmost discretion and maintain high confidentiality

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

Desired Qualifications:
  • Knowledge of financial institution balance sheets, product offerings, and financial risk management
  • Understanding of asset liability management and interest rate risk management concepts
  • Advanced knowledge and application of Python and SQL, or similar programming and data management languages
  • Experience leveraging artificial intelligence, automation, and advanced analytics tools to improve forecasting, reporting, financial analysis, data management, and business process efficiency
  • Experience with regulatory requirements surrounding the management of model risk, interest rate risk, liquidity, and capital
  • Experience assessing the adequacy of policies, procedures, and processes, including compliance and operational controls within a large, complex organization
  • Proven ability to manage multiple concurrent projects or individual projects, demonstrating strong leadership and strategic thinking
  • Excellent oral and written communication skills, with the ability to effectively communicate complex financial concepts to a broad range of audiences
  • Strong analytical skills with high attention to detail and complex treasury reporting expertise
  • Ability to work in a team-based environment, prioritize tasks, learn quickly, provide superior stakeholders service, and take on new challenges with a strategic mindset

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.
$87,000.00 - $168,000.00
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

Posting End Date:
18 Oct 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.
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

  • 4+ years of Treasury experience, or equivalent demonstrated through work experience, training, military experience, or education
  • Knowledge of financial institution balance sheets, product offerings, and financial risk management
  • Understanding of asset liability management and interest rate risk management concepts
  • Advanced knowledge and application of Python and SQL, or similar programming and data management languages
  • Experience leveraging artificial intelligence, automation, and advanced analytics tools
  • Experience with regulatory requirements for model risk, interest rate risk, liquidity, and capital management
  • Experience assessing policies, procedures, processes, compliance, and operational controls within a large organization
  • Ability to manage multiple concurrent projects and demonstrate leadership and strategic thinking
  • Excellent oral and written communication skills for communicating complex financial concepts
  • Strong analytical skills, attention to detail, and complex treasury reporting expertise
  • Ability to work in a team environment, prioritize tasks, learn quickly, provide strong stakeholder service, and take on new challenges

Wells Fargo Compensation & Benefits Highlights

  • 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.
  • 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.
  • 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
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

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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