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Wells Fargo

Lead Business Aligned Financial Analyst

Posted 5 Days Ago
Hybrid
Charlotte, NC, USA
Senior level
Hybrid
Charlotte, NC, USA
Senior level
Leads complex real estate financial analysis for strategic decisions, including lease-versus-buy, sale-leaseback, acquisitions, and dispositions. Builds and governs advanced financial models, evaluates P&L and NPV impacts, supports portfolio forecasting and transaction due diligence, and advises senior executives. The role owns financial governance, risk controls, modeling standards, and stakeholder alignment while mentoring colleagues and presenting actionable recommendations.
The summary above was generated by AI
About this role:
This role sits within the Chief Operating Office (COO) Finance organization supporting the Corporate Properties Group (CPG) Financial Analysis team. The team is responsible for delivering independent, objective real estate financial analysis to inform enterprise-level strategic decisions. This Vice President role is an individual contributor position with both regional portfolio ownership and enterprise-wide financial leadership responsibilities. The role provides strategic partnership, drives financial modeling governance, and influences decision-making through advanced analytics, business insight, and risk discipline.
In this role, you will:
  • Lead complex real estate financial analysis supporting strategic initiatives and senior management decision-making
  • Develop, enhance, and maintain advanced financial models to evaluate transactions including lease vs. buy, sale-leaseback, acquisitions, and dispositions
  • Serve as a strategic advisor to senior leaders, delivering clear, concise insights on financial impacts, risks, and tradeoffs
  • Assess P&L and NPV cash flow implications of real estate strategies to support disciplined capital allocation decisions
  • Partner with CPG stakeholders including strategic planners, relationship managers, and transaction executives to deliver actionable analysis
  • Independently lead discussions and present financial recommendations to senior and executive-level audiences
  • Ensure adherence to Wells Fargo's risk and control framework, including governance around transaction approvals and modeling standards
  • Participate in due diligence activities, evaluating financial implications tied to acquisitions, divestitures, and contractual obligations
  • Own and drive portfolio-level financial governance, including AFE tracking, forecasting alignment, and model coordination
  • Act as a process owner for financial modeling and forecasting standards, promoting consistency, efficiency, and continuous improvement
  • Provide informal leadership through mentoring, knowledge sharing, and guidance on complex analyses
  • Influence outcomes in leadership forums through strong financial acumen, risk awareness, and business partnership

Required Qualifications:
  • 5+ years of Finance, Accounting, or related experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:
  • Experience in commercial or corporate real estate finance, including transaction analysis, lease accounting, and strategies such as lease vs. buy, sale-leaseback, acquisitions, and dispositions
  • Strong experience in financial modeling, analysis, interpretation of complex data, the ability to build and maintain sophisticated financial models, utilizing advanced MS Excel skills
  • Experience developing, enhancing, or governing financial modeling standards, forecasting processes, and analytical frameworks
  • Demonstrated ability to influence, partner with, and provide credible challenge to senior stakeholders in a matrixed environment to drive informed decision-making
  • Strong verbal, written, and executive-level communication skills, with the ability to translate complex financial concepts into clear, actionable insights
  • Strong risk management mindset with experience operating within a corporate risk and control framework environment
  • Proven ability to work independently, manage multiple priorities, and deliver results in a fast-paced environment
  • Demonstrated leadership through mentoring, knowledge sharing, and contributing to a collaborative, high-performing team culture

Job Expectations:
  • This position offers a hybrid work schedule from one of our 401 Las Colinas Blvd W., Irving, Tx or 11625 N. Community House Road, Charlotte, NC locations.
  • Relocation assistance is not available for this position.
  • This position is not eligible for Visa sponsorship.

Posting End Date:
24 Oct 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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Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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