Wells Fargo

Senior Finance Analyst - CIB Markets

Wells Fargo • $95K — $115K *
Charlotte, NC 28269In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 4+ years of Finance experience or equivalent demonstrated through various experiences.
  • Strong analytical skills with a focus on financial metrics analysis.
  • Ability to present visual and verbal data trends for management.
  • Knowledge of report analysis, ensuring accuracy and clarity in details.
  • Experience with forecasting tools like Essbase/Dodeca.
  • Familiarity with Wells Fargo's balance sheet and product offerings.
  • Advanced skills in Microsoft Office, especially Excel.

Responsibilities

  • Participate in complex initiatives as a technical specialist.
  • Provide expertise to develop financial objectives for a business unit.
  • Analyze data contributing to large-scale planning and decision-making.
  • Conduct research for key forecasting and financial reporting.
  • Manage projects impacting multiple lines of business.
  • Deliver efficient reporting that adheres to standards and controls.
  • Collaborate with peers and managers to resolve issues effectively.

Benefits

  • Hybrid work schedule from the Charlotte, NC location.
  • No relocation assistance provided for this role.
Full Job Description
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.

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.

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
Finance & Insurance
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ
WFC
* Ladders Estimates

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