Wells Fargo

Lead Business Aligned Finance Analyst – CIB Markets Finance Strategic Advisory

Wells Fargo$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of Finance experience, or equivalent through work, training, military, or education.
  • Experience in Corporate and Investment Banking, particularly in Markets.
  • High attention to detail with strong analytical skills.
  • Proven ability to convert complex data into actionable insights.
  • Advanced skills in Excel, PowerPoint, financial systems, and emerging AI technologies.
  • Strong communication skills for effective presentation.
  • Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

  • Lead financial analysis for the CIB Markets line of business.
  • Collaborate with finance teams on performance metrics benchmarking.
  • Develop financial plans, forecasts, and strategic recommendations.
  • Provide insights and recommendations to senior executives.
  • Create executive-level presentations for various reporting activities.
  • Implement strategic finance initiatives organization-wide.
  • Build strong relationships with Markets leadership as a trusted advisor.

Benefits

  • Hybrid work schedule from the Charlotte, NC location.
  • Opportunity to lead strategic finance initiatives within a major financial institution.
Full Job Description

About this role:

Wells Fargo is seeking a Lead 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.


In this role, you will:

  • Lead financial analysis and performance advisory initiatives for the CIB Markets line of business
  • Partner with the broader finance team on performance metrics relative to peers
  • Develop forward-looking financial plans, forecasts, expense management solutions, and strategic recommendations
  • Provide actionable insights and recommendations to senior business executives
  • Create and deliver executive-level presentations for weekly reporting, monthly business reviews, and quarterly earnings preparation
  • Drive and implement finance-related strategic initiatives across the organization
  • Partner cross-functionally with CIB Finance, Investor Relations, Strategy, and line-of-business teams to address key priorities and resolve complex issues
  • Build strong relationships with Markets leadership to act as a trusted advisor
  • Strategically collaborate and consult with peers, colleagues and mid-level to senior managers in finance and in CIB Markets to resolve issues and achieve goals


Required Qualifications:

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

Desired Qualifications:

  • Experience within Corporate and Investment Banking disciplines, including Markets industry experience
  • High attention to detail with strong analytical and problem-solving capabilities
  • Proven ability to synthesize complex data into actionable insights for senior leadership
  • Advanced proficiency in Excel, PowerPoint, financial systems (e.g., Essbase) and emerging AI technologies (CoPilot)
  • Strong communication and presentation skills including communicating in a confident and succinct manner
  • Ability to operate effectively in a fast-paced, high-demand environment while managing multiple priorities
  • Strong analytical skills including financial metrics analysis
  • Experience with disciplines such as accounting, group controllers, corporate treasury, regulatory capital, financial planning and analysis and/or product control
  • Knowledge of Wells Fargo's balance sheet/product offerings
  • Visual/verbal data trend presentation preparation for management reporting
  • Knowledge/understanding of report analysis: emphasis on accuracy and telling a story with supporting details

Job Expectations:

  • This position offers a hybrid work schedule from our 550 S. Tryon Street, Charlotte, NC 28202 location.
  • Relocation assistance is not available for this position
  • This position is not eligible for Visa sponsorship

Posting End Date:

23 Aug 2026

*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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