Lead Business Aligned Finance Analyst - CIB Markets Finance Strategic Advisory

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.
Finance brings together enterprise functions that drive Wells Fargo's financial management, including accounting and control, financial planning and analysis, line of business finance, treasury, tax management, and the company's investment portfolios. They also inform shareholders, regulators, taxing authorities, employees, and leaders of the company's financial performance through earnings releases, investor meetings and conferences, and meetings with regulators and credit rating agencies, following appropriate reporting guidelines.
Learn more about career areas and lines of business at wellsfargojobs.com .
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.
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.
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