Sr. Business Aligned Finance Analyst

Wells Fargo • Charlotte, NC • 2h ago

About this role:

Wells Fargo is seeking a Senior Business Aligned Finance Analyst to support balance sheet and revenue forecasting for the Credit Card business. This role will be responsible for delivering accurate and timely forecasts, insightful month-end reporting, and clear variance analysis to support business performance management. The analyst will play a critical role in running and maintaining core forecast models, identifying trends, and providing actionable insights to finance and business partners

In this role, you will:

Execute balance sheet and revenue forecasting models, ensuring accurate, timely, and well-documented outputs

Deliver month-end financial reporting, including balances, revenue, and key performance metrics

Perform variance analysis (actuals vs. forecast, forecast vs. prior) and provide clear, actionable commentary on key drivers

Analyze trends in balances and revenue to identify risks, opportunities, and emerging business patterns

Partner with finance and business stakeholders to validate assumptions and interpret financial results

Support forecast cycles through model updates, overlays, and continuous process improvements

Provide ad hoc analysis and reporting to support business performance and decision-making

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:

Experience in finance, analytics, and/or financial reporting

Prior credit card or consumer lending experience

Knowledge of Essbase or similar financial reporting and analysis tools

Strong understanding of both the financial and strategic aspects of the business to support growth initiatives

Strong analytical skills with exceptional attention to detail and accuracy

Ability to operate effectively in a matrixed organizational environment

Familiarity with AI and automation tools and their application in financial analysis, forecasting, and reporting processes

Advanced proficiency in Microsoft Office applications, particularly Excel, as well as PowerPoint, Word, Outlook, SharePoint, and LiveMeeting

Excellent written and verbal communication skills, with the ability to present to senior executive-level audiences

Job Expectations:

This position offers a hybrid work schedule from our Minneapolis, MN, Des Moines, IA, and Charlotte, NC locations.

Relocation assistance is not available for this position.

This position is not eligible for Visa sponsorship.

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.

$100,000.00 - $179,000.00

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:

23 Jul 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-557182

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