Wells Fargo Logo

Wells Fargo

Senior Finance Analyst

Posted 5 Hours Ago
Be an Early Applicant
Hybrid
Charlotte, NC
Mid level
Hybrid
Charlotte, NC
Mid level
Wells Fargo is seeking a Senior Financial Analyst to support Balance Sheet and Net Interest Income forecasting for the Home Lending portfolio. The senior analyst will contribute to annual budgeting as well as stress testing and running interest rate risk scenarios on the portfolio.
In this role, you will:
  • Lead or participate in the forecasting of all aspects of the Home Lending balances and associated income
  • Review and analyze moderately complex data that contributes to large scale planning such as economic research in support of management decision making
  • Research key forecasting projections as well as management of financial reporting to support monthly and quarterly forecasting
  • Perform work on significant and unique issues involving data and evaluation or highly complex situations
  • Develop strategies and make recommendations for forward financial planning in support of line of business goals
  • Lead the implementation of financial transformation projects impacting the Home Lending line of business
  • Establish effective and efficient reporting delivery that meets brand standard and internal control standards
  • Collaborate and consult with peers, colleagues, and mid-level managers in finance and treasury to resolve issues and achieve goals
  • Exercise independent judgment while leveraging a solid understanding of the knowledge policies, procedures, and compliance requirements within the function
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:
  • Balance Sheet and Stress test forecasting experience highly desired
  • Strong technical skills including Essbase, Microsoft Office suite
  • Excellent ability to communicate effectively, in both written and verbal formats, including to senior level leaders
  • Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others
  • Strong critical thinking skills combined with strategic business focus
  • Sense of urgency, passion for results, and personal accountability for achievement
Posting End Date:
18 Oct 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

Essbase
Microsoft Office Suite

Wells Fargo Charlotte, North Carolina, USA Office

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

Similar Jobs at Wells Fargo

5 Hours Ago
Hybrid
5 Locations
100K-196K Annually
Senior level
100K-196K Annually
Senior level
Fintech • Financial Services
The Senior Software Engineer will lead initiatives, design and implement software solutions, collaborate with teams, and support technology standards at Wells Fargo.
Top Skills: .NetAgileC#CloudMicroservicesRestful Apis
5 Hours Ago
Hybrid
Arden, NC, USA
Junior
Junior
Fintech • Financial Services
The Teller processes transactions, supports customer engagement, completes operational tasks, builds relationships, and addresses customer financial needs in a retail banking environment.
5 Hours Ago
Hybrid
Charlotte, NC, USA
Junior
Junior
Fintech • Financial Services
Assist Lead Finance Analysts by providing business insights and financial support, building relationships with partners, and developing financial models.
Top Skills: Hyperion EssbasePower BI

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account