Lead Business Aligned Finance Analyst : CIB Finance - Markets

Lead Business Aligned Finance Analyst : CIB Finance - Markets

About this role:

Wells Fargo is seeking a Lead Business Aligned Finance Analyst.

In this role, you will:

• Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance for a specific business unit, division, or product
• Provide companywide advice and technical expertise on matters related to complex financial analysis as well as economic research in support of management decision making functions
• Research strategies and make recommendations for forward financial planning in support of line of business goals
• Provide support and influence in the management of product pricing, portfolio performance, closing research and validation
• Review and analyze multi-faceted technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors
• Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards
• Lead implementation of complex initiatives impacting multiple lines of business companywide
• Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements
• Strategically collaborate and consult with peers, colleagues and mid-level to senior managers in finance and in a given line of business 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:

• Strong analytical, reporting and presentation skills
• CA / CMA / MBA Graduate with experience of financial or banking sectors experience
• Exposure to key accounting tools like Oracle Financials, Essbase etc.
• High integrity and do what is right, fair and respectful
• Innovative problem solver
• Relationship building skills
• Attention to detail – recognizes the importance of detail to ensure data integrity
• Comfortable to work in rotational shifts
• Advanced Microsoft Office (Word, Excel and PowerPoint) skills and exposure to tools such as Power BI, Tableau, Alteryx would be an added advantage

Job Expectations:

• Execute balance sheet and net interest income (inclusive of yields and cost of funds) forecasts, reporting across multiple assets class in capital markets.
• Contribute to wide reaching Stress Test and Resolution Planning process and related documentation including partnership with Business Finance, Corporate FP&A, Corporate Enterprise Risk Group, and Risk Modeling Group
• Support the development and implementation of trading related models to assess balance sheet valuation and revenue changes under baseline and stress testing conditions
• Build deep understanding of dynamics and assumptions related to model assumptions, including management judgement, and other drivers used to build balance sheet and net interest income projections
• Produce complex reporting and analytics to provide management with meaningful insight into underlying drivers impacts balances and income forecasts
• Ensure accurate recurring deliverables are completed timely, establish controlled processes, and support ongoing strategic initiatives such as forecast transformation efforts, process improvements, forecasting model build-out and enhancement, etc.
• Responsible for compliance with forecast governance and oversight requirements and ensuring that model KPIs are properly tracked, model risks are appropriately managed and mitigated
• Constantly look for opportunities to improve processes, enhance controls, and build advanced analytics
• Collaborate and consult with peers, colleagues and managers to meet deadlines, resolve issues and achieve goals
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• Progressive track record of management reporting experience with familiarity of running and or working in a geographically diverse team
• Strong Financial analysis and experience in providing timely and relevant recommendations to drive business decisions and outcomes
• Demonstrable change management skills, particularly those involving process re-engineering and systems change
• Strong interpersonal and communication skills, including the ability to give presentations and briefings to senior management
• Creative and strategic thinking skills, including the ability to analyze business transactions and identify key Finance risks/mitigating controls
• Ability to work under pressure and maintain high energy levels
• Must be able to work independently with positive collaboration within a fast paced, team environment

Posting End Date: 

23 Aug 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:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.