Sr. Business Aligned Finance Analyst

About This Role

Wells Fargo is seeking a Sr. Business Aligned Finance Analyst responsible for supporting the Lending Business within Wealth & Investment Management. In this role you will be responsible for the direct line of business support, providing financial and economic analysis, forecasting and evaluating trends in sales, finance, and other areas of the business. Responsibilities include ensuring adequacy of controls, profit and loss reporting, balance sheet reporting, reconciliations, and more for a specific business unit, division, or products that influence business decisions and strategic outcomes.

In This Role, You Will

• Lead or 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:

• Bachelor's degree in Finance, Accounting, Economics, or related field
• Experience supporting wealth, consumer (mortgage) or commercial lending businesses in financial services
• Strong financial analytical skills with high attention to detail and accuracy
• Experience assessing and analyzing large data sets and transforming into actionable insights
• Proven experience as a trusted advisor to senior leaders influencing portfolio strategy, transparency, capacity gaps, and business outcomes
• Ability to synthesize data, work with ambiguity and make recommendations to leaders
• Embrace change in a manner that mitigates risk and organizational confusion
• Excellent oral and written communication skills, with proven ability to coherently present complex financial topics tailored to all audience.
• Master of Business Administration (MBA) or Chartered Financial Analyst (CFA)
• Familiarity with enterprise planning and reporting systems like Apptio, Essbase, data visualization tools (e.g., Power BI, Tableau) and emerging AI technologies (CoPilot, Power Apps, etc.)
• Advanced Excel skills, including pivot tables and complex data analysis
  
  

Job Expectations:

• This position offers a hybrid work schedule from our Charlotte, NC location.
• Relocation assistance is not available for this position.
• This position is not eligible for Visa sponsorship.
  
  

Posting End Date:

19 Apr 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

• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
  
  

Reference Number

R-530685