Finance Technology- Lead Business Aligned Finance Analyst

Wells Fargo • Charlotte, NC • 4h ago

About this role:

Wells Fargo is seeking a Lead Business Aligned Finance Analyst responsible for supporting Consumer Technology Product and Investment financials for the Consumer Lines of Business.

In this role, you will:

Act as an advisor to senior leadership in developing financial research, forecasting of financial metrics, operating and strategic reviews

Recommend solutions based on financial data and economic research that may have critical impact on long term business performance

Lead the strategy and resolution of highly complex challenges on product pricing, portfolio performance, key metrics forecasting and various financial assessment related to business activities

Deliver solutions on long term strategy for efficient and effective process in support of providing key finance services such as management reporting, various planning and balance sheet data

Coordinate highly complex activities, with the guidance of others to implement key risk initiatives

Provide vision, direction and expertise to more experienced leadership by recommending compliance and risk requirements for supported area

Work with other stakeholders to implement key risk initiatives

Lead large companywide complex projects and initiatives to drive change and success

Strategically engage with peers, colleagues and serve as an expert advisor to managers to resolve issues and achieve goals

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:

Knowledge and understanding of financial products

Strong analytical skills with high attention to detail and accuracy

Financial modeling experience

Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

Ability to synthesize data and make recommendations to executive leaders

Experience creating presentations via PowerPoint and presenting to executive leaders

Excellent verbal, written, and interpersonal communication skills

Master of Business Administration (MBA) or Certified Public Accountant (CPA)

Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process .

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$119,000.00 - $187,000.00

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 Apr 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.

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-525967

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