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Wells Fargo

Senior Finance Analyst

Posted Yesterday
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Hybrid
Charlotte, NC
Mid level
Hybrid
Charlotte, NC
Mid level
The Senior Finance Analyst supports LOB leadership with financial analysis, prepares financial reports, develops financial models, and mentors junior team members.
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About this role:
Wells Fargo is seeking a Senior Finance Analyst for Middle Market Banking.
In this role, you will:
  • Pro-actively support the Line of Business (LOB) leadership from a finance perspective, including providing consultative financial support and business analytics to enable business strategy, activities and initiatives.
  • Build relationships with business division leaders and functional support leaders and the finance Team.
  • Offer cross-business line support as needed with respect to financial subject matter expertise.
  • Review request for any above standard deposit rates and provide perspective and recommendations to Market and Division Executives based on commercial banking's deposit strategy.
  • Ensure proper preparation of financial materials for operating reviews and reports; provide financial support for projects and other ad-hoc financial analysis
  • Review and present monthly financial statements to understand business drivers causing variances to prior periods and forecast.
  • Develop, design, implement and modify financial models and tools for business analysis; anticipating issues based on knowledge of business trends and assisting with direction and solutions.
  • Assist one or more Lead Finance Analyst in providing high quality support and by delivering data driven business insights and solutions. The Lead will provide day-to-day oversight of your work and completion of deliverables
  • Train, coach, and mentor junior team members.
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:
  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting
  • Commercial
  • Experience with Hyperion Essbase, Business Objects, or other data management, reporting and query tools
  • Strong critical thinking and analytical skills
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Ability to work effectively in a matrixed organization
  • Self-starter with a strategic business focus
  • Experience analyzing and explaining commercial banking financial statements with a good understanding of Deposit and Loan Products
  • Experience building partnerships and consulting effectively with leadership
  • Adaptable with the Ability to organize and manage multiple priorities and achieve results
  • Knowledge and understanding of Commercial Banking industry, exposure to Corporate Banking is helpful
  • High attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Familiarity with or exposure to Capital Attribution under Basel
  • Familiarity with PowerBI/Tableau platforms
Posting End Date:
3 Aug 2025
*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.

Top Skills

Business Objects
Hyperion Essbase
Power BI
Tableau

Wells Fargo Charlotte, North Carolina, USA Office

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

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