The posting
Wells Fargo is seeking a Finance Analyst to work on the Structured Products Group (SPG) and Credit Sales & Trading team within Corporate and Investment Markets Chief Finance Office (CIB Markets CFO). In this role you will provide strategic advisory, supported by data and analysis, that will drive growth, create efficiency, and define strategy.
In this role, you will:
- Support the monthly forecast cycle for revenue, balance sheet, and expenses across SPG and Credit Sales & Trading, delivering accurate and timely submissions in accordance with the firm's FP&A calendar.
- Perform financial analysis, forecast updates, reconciliations, and support deliverables, requiring minimal oversight while ensuring completeness, accuracy, and adherence to deadlines.
- Maintain and document forecast assumptions and month-over-month changes, including preparation of forecast logs that clearly articulate revenue and balance sheet movements, key drivers, and accountable business owners.
- Support forecast load preparation, validation, and reconciliation activities, ensuring all submissions are fully tied out to source files and meet established production control standards before publication.
- Develop and deliver detailed expense analytics, supporting monthly forecasts, annual budget development, and long-range planning processes, including the five-year plan presented to senior management.
- Partner closely with the Senior Finance Analyst and CFO to prepare budget, forecast, and strategic planning materials, providing analytical insights and business recommendations to support decision-making.
- Build and maintain comparative financial reporting and variance analyses across Actuals, Budget, Forecast, Prior Forecast, and Prior Year results, identifying key business drivers and emerging trends.
- Serve as an expert user of Essbase and related FP&A reporting tools, utilizing advanced ad hoc reporting, scenario analysis, hierarchy validation, and financial modeling capabilities to support business and finance stakeholders.
- Support the full financial reporting cycle from close through publication, including actuals review, forecast updates, reporting package preparation, and presentation materials for line-of-business leadership.
- Identify opportunities to streamline forecasting, reporting, and allocation processes through automation, enhanced controls, and process improvements that increase efficiency, transparency, and scalability.
Required Qualifications:
- 2+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Experience supporting Fixed Income Capital Markets banking and sales & trading businesses.
- Strong financial analysis skills with the ability to interpret and provide insights on revenue drivers, expenses, balance sheet trends, capital usage, and business performance.
- Experience with forecasting, budgeting, annual planning, scenario analysis, and management reporting in a complex financial institution. High degree of comfort working with pro forma financials and dynamically modeling returns.
- 1-2 years of experience working with Oracle Hyperion Essbase
- Advanced proficiency in Excel & PowerPoint and financial modeling, with experience leveraging data visualization and automation tools (Power Quary, Power BI, Tableau, Alteryx, Python, VBA, etc.) and familiarity with AI/Gen AI (CoPilot) to improve reporting efficiency.
- Proven ability to build partnerships and influence stakeholders across Finance, COO, Risk, and business leadership teams while communicating effectively with senior management.
- Demonstrated intellectual curiosity, critical thinking, and a continuous improvement mindset with a track record of challenging existing processes, driving automation, and implementing scalable solutions.
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Excellent verbal, written, and interpersonal communication skills
Job Expectations:
- This position offers a hybrid work schedule from our 550 S. Tryon Street, Charlotte, NC location.
- Relocation assistance is not available for this position.
- This position is not eligible for Visa sponsorship.
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.
Posting End Date:
24 Oct 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.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our 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.
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