Senior Finance Analyst - CIB Markets

Posted Yesterday
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Charlotte, NC, USA
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Serves as a strategic finance partner to the CIB Markets organization, supporting FICC or Equities business leadership. Responsibilities include financial analysis, peer benchmarking, forecasting, financial reporting, executive reporting, trend analysis, planning, and recommendations. The role leads moderately complex initiatives, establishes reporting processes, collaborates with finance and business partners, and ensures compliance with internal controls and risk requirements.
Summary Generated by Built In
About this role: Wells Fargo is seeking a Senior Business Aligned Finance Analyst to work in the CIB Markets Finance group. In this role, you will serve as a strategic finance partner to the Markets organization, driving financial analysis, peer benchmarking, and executive reporting to support business performance and decision-making. More specifically, this role will provide support to a particular business within the CIB Markets FICC or Equities platform, reporting to that particular business's CFO. Learn more about career areas and lines of business at wellsfargojobs.com . In this role, you will: Participate in moderately complex initiatives as a technical professional Provide a broad expertise and unique skills used to develop company objectives and standards for a specific business unit, division, or product Review and analyze moderately complex data that contributes to large scale planning such as economic research in support of management decision making for a specific business unit, division, or product Research key forecasting projections as well as management of financial reporting to support monthly and quarterly forecasting Perform work on significant and unique issues involving data and evaluation or highly complex situations Develop strategies and make recommendations for forward financial planning in support of line of business goals Lead the implementation of moderately complex projects impacting one or more lines of business Establish effective and efficient reporting delivery that meets brand standard and internal control standards Collaborate and consult with peers, colleagues, and mid-level managers in finance and in a given line of business to resolve issues and achieve goals Exercise independent judgment while leveraging a solid understanding of the knowledge policies, procedures, and compliance requirements within the function Required Qualifications: 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Strong analytical skills including financial metrics analysis Visual/verbal data trend presentation preparation for management reporting 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 Knowledge of Wells Fargo's balance sheet/product offerings Experience with forecasting tools Essbase/Dodeca Experience with disciplines such as accounting, group controllers, corporate treasury, regulatory capital, financial planning and analysis and/or product control Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills Knowledge of PowerBI, Tableau, Alteryx, AI tools Job Expectations: This position offers a hybrid work schedule from our 550 S. Tryon Street, Charlote NC location. Relocation assistance is not available for this position. This position is not eligible for Visa sponsorship. Posting End Date: 1 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. 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.
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Skills Required

  • 4+ years of finance experience, or equivalent experience, training, military experience, or education
  • Strong analytical skills, including financial metrics analysis
  • Ability to prepare visual and verbal data trend presentations for management reporting
  • Knowledge of report analysis, emphasizing accuracy and supporting details
  • Ability to exercise independent judgment and resolve problems collaboratively
  • Knowledge of Wells Fargo balance sheet and product offerings
  • Experience with forecasting tools such as Essbase or Dodeca
  • Experience with accounting, group controllers, corporate treasury, regulatory capital, FP&A, or product control
  • Advanced Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint
  • Knowledge of Power BI, Tableau, Alteryx, or AI tools
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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.

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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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