About this role:
Wells Fargo is seeking an Allocations Lead Finance Analyst who will be part of the Enterprise Functions Finance team contributing to producing and consolidating reporting in direct support of corporate deliverables, business leaders, partners, and other constituents. The individual contributor role may also support key efforts across Enterprise Functions including expense analysis to provide meaningful insights into the underlying drivers impacting results. Outstanding leadership skills, innovation, and the ability to foster a culture of strong consultation and collaboration with partners will be a critical success factor.
Enterprise Finance is the office of the CFO which leads financial planning and analysis; leads the line of business finance functions, manages the company's balance sheet, including capital, liquidity, funding and investment portfolios; is responsible for accounting and financial controls, and drives acquisitions and divestitures. The team drives financial performance by understanding the value chain of our products and services and working to prioritize and execute areas of improvement throughout the company. The group strives for excellence in customer service and client support by exhibiting behavior that is fair, reasonable, ethical, and professional.
In this role, you will:
Build, maintain and automate standard monthly allocations reporting for finance leaders and finance team; requires extensive data reconciliation as well as analysis
Establish and maintain effective and efficient reporting delivery that meets brand standard and internal control standards
Act as the trusted partner and subject matter expert by conducting in-depth research and analysis of financial data to resolve complex issues
Communicate insights, findings and recommendations to business partners promptly for decision making
Excellent client communication skills to partner with business partners in a global environment consisting of multiple senior stakeholders to drive outcomes
Provide financial insights and commentary highlighting actual vs forecast/budget variances to highlight risk and opportunities and drive cost efficiency
Understand the allocation process and ensure drivers and methodologies yield appropriate allocations to line of businesses and legal entities
Drive continuous improvement through simplification, standardization and automation
Document procedures to ensure effective repeatable processes and data sharing between teams
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:
Exceptional Essbase, Excel, PowerPoint skills and strong knowledge of using pivot tables, v-lookups, tracing formulas, and running macros
Bachelor's/Master's Degree in Finance, Accounting, Business, or Economics; CA/CFA/MBA a plus
Experience in finance or accounting roles, including monthly close, management reporting, monthly business review decks; allocation experience is a plus
Ability to perform complex analysis, build financial models, draw conclusions and communicate recommendations to business leaders
Knowledge of key tools like Power BI or Tableau is a plus
Ability to prepare executive level presentations and management reporting
Strong analytical and problem-solving skills to interpret complex financial data, trends and patterns along with high level of accuracy and attention to detail
Self-starter with exceptional critical thinking skills combined with a strategic business focus; can recognize issues and implement solutions with minimal guidance
Ability to evaluate allocation processes and continuously look for efficiency and effectiveness opportunities
Strong time management skills and ability to meet deadlines
Sense of urgency with ability to adapt to fast changing priorities and timelines
Excellent communication skills (oral and written) for regular connections with leaders and broader finance team, organizational skills, and experience articulating issues, risks, and proposed solutions to management
Exhibits initiative, curiosity and independence
Showcased leadership skills, good judgement, and accountability in prior roles
Develops and uses checklists to ensure that information goes out error-free through utilizing controls in process for cross-checking outputs before submission. Accurately gauges the impact and cost of errors, omissions, and oversights
Posting End Date:
16 Jan 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 (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-513321
