Sr. Business Aligned Finance Analyst

Wells Fargo • Charlotte, NC • 8h ago

About this role:

Wells Fargo is seeking a Sr. Business Aligned Finance Analyst responsible for supporting the Lending Business within Wealth & Investment Management. In this role you will be responsible for the direct line of business support, providing financial and economic analysis, forecasting and evaluating trends in sales, finance, and other areas of the business. Responsibilities include ensuring adequacy of controls, profit and loss reporting, balance sheet reporting, reconciliations, and more for a specific business unit, division, or products that influence business decisions and strategic outcomes.

In this role, you will:

Lead or participate in moderately complex initiatives as a technical professional

Provide a broad expertise and unique skills used to develop company objectives and standards for a specific business unit, division, or product

Review and analyze moderately complex data that contributes to large scale planning such as economic research in support of management decision making for a specific business unit, division, or product

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 moderately complex projects impacting one or more lines 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 in a given line of business 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:

Bachelor's degree in Finance, Accounting, Economics, or related field

Experience supporting wealth, consumer (mortgage) or commercial lending businesses in financial services

Strong financial analytical skills with high attention to detail and accuracy

Experience assessing and analyzing large data sets and transforming into actionable insights

Proven experience as a trusted advisor to senior leaders influencing portfolio strategy, transparency, capacity gaps, and business outcomes

Ability to synthesize data, work with ambiguity and make recommendations to leaders

Embrace change in a manner that mitigates risk and organizational confusion

Excellent oral and written communication skills, with proven ability to coherently present complex financial topics tailored to all audience.

Master of Business Administration (MBA) or Chartered Financial Analyst (CFA)

Familiarity with enterprise planning and reporting systems like Apptio, Essbase, data visualization tools (e.g., Power BI, Tableau) and emerging AI technologies (CoPilot, Power Apps, etc.)

Advanced Excel skills, including pivot tables and complex data analysis

Job Expectations:

This position offers a hybrid work schedule from our Charlotte, NC location.

Relocation assistance is not available for this position.

This position is not eligible for Visa sponsorship.

Posting End Date:

19 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.

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-530685

Similar Jobs

Accountant - Entry Level

Robert Half • Cornelius, NC • 2h ago

Finance, Accounting & Banking

Description We are looking for an entry-level Accountant to join our team in Cornelius, North Carolina on a contract basis. This role offers an excellent opportunity to gain hands-on experience in transaction recording a...

2h ago

Go to Apply

Product Management Sr Lead Analyst - Business Banking Referral Program Strategy, SVP

Citigroup • Charlotte, NC • 8h ago

Finance, Accounting & Banking

The Product Management Senior Lead Analyst is responsible for the development of product plans, strategies and tactics of coordination for the Business Banking Referral Program. This includes serving as the primary point...

8h ago

Go to Apply

Corporate & Institutional Banking Development Program Analyst/Associate - Commercial & Corporate Banking - Financials and Diversified Track

PNC • Charlotte, NC • 8h ago

Finance, Accounting & Banking

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to...

8h ago

Go to Apply

Financial Solutions Advisor Registration Candidate - Heckle

Bank of America • Fort Mill, SC • 8h ago

Finance, Accounting & Banking

Financial Solutions Advisor Registration Candidate - Heckle Rock Hill, South Carolina;Fort Mill, South Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge ( https://ghr.wd1.mywork...

8h ago

Go to Apply

Credit Support Associate II - Global Wealth & Investment Management

Bank of America • Charlotte, NC • 8h ago

Finance, Accounting & Banking

Credit Support Associate II - Global Wealth & Investment Management Saint Louis, Missouri;Charlotte, North Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge ( https://ghr.wd...

8h ago

Go to Apply

Credit Support Associate I - Global Wealth & Investment Management

Bank of America • Charlotte, NC • 8h ago

Finance, Accounting & Banking

Credit Support Associate I - Global Wealth & Investment Management Charlotte, North Carolina;Saint Louis, Missouri To proceed with your application, you must be at least 18 years of age. Acknowledge ( https://ghr.wd1...

8h ago

Go to Apply

Associate Manager - Finance

Glenmark Pharmaceuticals Inc., USA • Monroe, NC • 8h ago

Finance, Accounting & Banking

Associate Manager - Finance Department: Accounts Location: Monroe, NC START YOUR APPLICATION ( https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req_id=3688568&source=3688568-CJB-0 ) POSITION SUMMARY: T...

8h ago

Go to Apply

Senior Underwriter - Specialized Industries, Institutional Client Group

U.S. Bank • Charlotte, NC • 8h ago

Finance, Accounting & Banking

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak...

8h ago

Go to Apply

Credit Analyst III/Hedge Funds - Global Markets Credit

Bank of America • Charlotte, NC • 14h ago

Finance, Accounting & Banking

Credit Analyst III/Hedge Funds - Global Markets Credit New York, New York;Chicago, Illinois; Charlotte, North Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge ( https://ghr.wd1...

14h ago

Go to Apply

BlackArch Investment Banking Associate

Regions Bank • Charlotte, NC • 1d ago

Finance, Accounting & Banking

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.