Wells Fargo

Sr. Business Aligned Finance Analyst

Wells Fargo$100K — $179K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of Finance experience, or equivalent work experience, training, or education.
  • Experience in finance, analytics, and financial reporting.
  • Prior credit card or consumer lending experience.
  • Familiarity with financial reporting tools like Essbase or equivalents.
  • Strong analytical skills with high attention to detail and accuracy.
  • Ability to navigate a matrixed organizational environment.
  • Familiarity with AI and automation tools in financial contexts.
  • Advanced proficiency in Microsoft Office applications, especially Excel.

Responsibilities

  • Execute balance sheet and revenue forecasting models with accurate outputs.
  • Deliver month-end financial reporting with key performance metrics.
  • Conduct variance analysis and provide actionable insights.
  • Analyze trends in balances and revenue to identify risks and opportunities.
  • Collaborate with finance and business partners to validate assumptions.
  • Support forecast cycles through model updates and process improvements.
  • Provide ad hoc analysis and reporting for business decision-making.

Benefits

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

About this role:

Wells Fargo is seeking a Senior Business Aligned Finance Analyst to support balance sheet and revenue forecasting for the Credit Card business. This role will be responsible for delivering accurate and timely forecasts, insightful month-end reporting, and clear variance analysis to support business performance management. The analyst will play a critical role in running and maintaining core forecast models, identifying trends, and providing actionable insights to finance and business partners


In this role, you will:

  • Execute balance sheet and revenue forecasting models, ensuring accurate, timely, and well-documented outputs
  • Deliver month-end financial reporting, including balances, revenue, and key performance metrics
  • Perform variance analysis (actuals vs. forecast, forecast vs. prior) and provide clear, actionable commentary on key drivers
  • Analyze trends in balances and revenue to identify risks, opportunities, and emerging business patterns
  • Partner with finance and business stakeholders to validate assumptions and interpret financial results
  • Support forecast cycles through model updates, overlays, and continuous process improvements
  • Provide ad hoc analysis and reporting to support business performance and decision-making


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 in finance, analytics, and/or financial reporting
  • Prior credit card or consumer lending experience
  • Knowledge of Essbase or similar financial reporting and analysis tools
  • Strong understanding of both the financial and strategic aspects of the business to support growth initiatives
  • Strong analytical skills with exceptional attention to detail and accuracy
  • Ability to operate effectively in a matrixed organizational environment
  • Familiarity with AI and automation tools and their application in financial analysis, forecasting, and reporting processes
  • Advanced proficiency in Microsoft Office applications, particularly Excel, as well as PowerPoint, Word, Outlook, SharePoint, and LiveMeeting
  • Excellent written and verbal communication skills, with the ability to present to senior executive-level audiences


Job Expectations:

  • This position offers a hybrid work schedule from our Minneapolis, MN, Des Moines, IA, and Charlotte, NC locations.
  • Relocation assistance is not available for this position.
  • This position is not eligible for Visa sponsorship.

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.

$100,000.00 - $179,000.00

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:

23 Jul 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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