Wells Fargo

Senior Finance Analyst - CIB Markets

Wells Fargo • $120K — $196K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of finance experience or equivalent through work experience, training, military experience, or education.
  • Experience in Finance, FP&A, Product Control, or Business Finance specifically in Equities.
  • Strong financial analysis skills for interpreting revenue drivers, expenses, and business performance.
  • Experience with budgeting, forecasting, and management reporting in a complex financial environment.
  • Advanced Excel skills and expertise in financial modeling, data visualization, and automation tools like Power BI and Tableau.
  • Proven ability to influence stakeholders and communicate effectively with senior management.

Responsibilities

  • Assist with preparing monthly business reviews and senior management presentations.
  • Develop insightful commentary on business performance metrics and trends.
  • Partner with COO and finance teams to analyze performance variances.
  • Evaluate business initiatives through profitability and return analyses.
  • Support annual planning and monthly forecast processes for Equities.
  • Maintain forecasting models and develop scenario analyses for management.
  • Identify and implement automation opportunities to enhance reporting efficiency.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance and critical illness insurance
  • Parental leave
  • Tuition reimbursement
  • Adoption reimbursement
Full Job Description

Wells Fargo is seeking a Senior Finance Analyst within the Corporate and Investment Markets Chief Finance Officer (CIB Markets CFO) team. The Markets CFO team provides strategic advisory, supported by data and analysis, to the Markets Division Leadership that will drive growth, create efficiency, and define strategy. More specifically, this Senior Analyst will provide support to the Equities business in the Markets division reporting to the Equities CFO.


In this role, you will:

  • Assist and prepare monthly business reviews materials, and senior management presentations for the Equities leadership team
  • Develop insightful commentary on business performance, highlighting key revenue drivers, expense trends, balance sheet movements, and emerging risks.
  • Partner with business COO and finance teams to understand variances versus plan, forecast, and prior-year performance.
  • Assist in evaluating business initiatives through profitability and return analyses.
  • Support annual planning, quarterly forecasting, and monthly outlook processes for the Equities business.
  • Maintain forecasting models and assist in developing scenario analyses to support management decision-making.
  • Monitor forecast accuracy and identify opportunities to improve assumptions and methodologies.
  • Identify and implement automation opportunities that improve reporting efficiency and data quality.


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:

  • Experience supporting the Equities businesses within Finance, FP&A, Product Control, or Business Finance.
  • Strong financial analysis skills with the ability to interpret and provide insights on revenue drivers, expenses, balance sheet trends, capital usage, and business performance.
  • Experience with forecasting, budgeting, annual planning, scenario analysis, and management reporting in a complex financial institution.
  • Advanced proficiency in Excel and financial modeling, with experience leveraging data visualization and automation tools (Power BI, Tableau, Alteryx, Python, VBA, etc.) to improve reporting efficiency.
  • Proven ability to build partnerships and influence stakeholders across Finance, COO, Risk, and business leadership teams while communicating effectively with senior management.
  • Demonstrated intellectual curiosity, critical thinking, and a continuous improvement mindset with a track record of challenging existing processes, driving automation, and implementing scalable solutions.


Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.


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. $120,000.00 - $196,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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:

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
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

Similar Jobs

More Jobs at Wells Fargo

More Finance & Insurance Jobs

Find similar Senior Finance Analyst - CIB Markets jobs: