Senior Finance Analyst - Financial Planning & Analysis - Home Lending Finance

Wells Fargo • Charlotte, NC • 11h ago

About this role:

Wells Fargo is seeking a Senior Finance Analyst to support Home Lending Financial Planning and Analysis. This position will be part of Home Lending Finance team and the broader Consumer Lending Finance group working with business line finance partners to understand the underlying business drivers of the financials impacting forecast, budget, and month-end variances.

In this role, you will:

Lead or participate in moderately complex initiatives related to financial research, analysis, and reporting

Review and analyze moderately complex financial data while providing a broad expertise and unique skills used to develop key metrics reporting, including but not limited to budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting, reviews, and presentation

Contribute to large scale planning such as economic research in support of management decision making

Research key financial metric forecasting projections as well as management of financial reporting to support forecasting and budgeting processes

Develop strategies and make recommendations for forward financial planning as well as enhancing financial reporting

Lead projects to meet the implementation of moderately complex projects impacting one or more lines of business and exercise independent judgment while leveraging a solid understanding of the function, policies, procedures, and compliance requirements

Establish effective and efficient reporting delivery that meets brand standard and internal control standards

Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals

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:

BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Economics

Expert in Microsoft Office (Excel and PowerPoint preferred)

Experience in executive-level reporting

Closing research and validation skillset

Knowledge and understanding of database querying and creating ad hoc reporting results using Essbase or similar

Experience with financial reporting tools such as PowerBI, Tableau, Alteryx, or similar.

Ability to organize and manage multiple priorities and achieve results

Strong analytical skills with high attention to detail and accuracy

Excellent verbal, written, and interpersonal communication skills

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$77,000.00 - $133,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

Health benefits

401(k) Plan

Paid time off

Disability benefits

Life insurance, critical illness insurance, and accident insurance

Parental leave

Critical caregiving leave

Discounts and savings

Commuter benefits

Tuition reimbursement

Scholarships for dependent children

Adoption reimbursement

Posting End Date:

16 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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

Req Number: R-479720

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