Senior Business Aligned Finance Analyst, Investment Banking

Wells Fargo
employer
  • 1
  • 3 days ago
  • Sep 13, 2025

Posted By

CA Vivek

Description

Wells Fargo is seeking a Senior Business Aligned Finance Analyst


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

Job Expectations:

  • Execute balance sheet and net interest income (inclusive of yields and cost of funds) forecasts, reporting, and analytics related to deposits, loans, or other products.
  • Contribute to wide reaching Stress Test and Resolution Planning process and related documentation including partnership with Business Finance, Corporate FP&A, Corporate Enterprise Risk Group, and Risk Modeling Group
  • Build deep understanding of dynamics and assumptions related to model assumptions, including management judgement, and other drivers used to build balance sheet and net interest income projections.
  • Produce complex reporting and analytics to provide management with meaningful insight into underlying drivers impacts balances and income forecasts.
  • Ensure accurate recurring deliverables are completed timely, establish controlled processes, and support ongoing strategic initiatives such as forecast transformation efforts, process improvements, forecasting model built-out and enhancement, etc.
  • Responsible for compliance with forecast governance and oversight requirements and ensuring that model KPIs are properly tracked, model risks are appropriately managed and mitigated.
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.
  • Strong analytical, reporting and presentation skills.
  • Exposure to key accounting tools like Oracle Financials, Essbase etc.
  • Advanced Microsoft Office (Word, Excel and PowerPoint) skills and exposure to tools such as Power BI, Tableau, Alteryx would be an added advantage.

Key Skills

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:

  • CA / CMA / MBA Graduate with experience of financial or banking sectors
  • Progressive track record of management reporting experience with familiarity of running and or working in a geographically diverse team.
  • Strong Financial analysis and experience in providing timely and relevant recommendations to drive business decisions and outcomes.
  • Demonstrable change management skills, particularly those involving process re-engineering and systems change.
  • Strong interpersonal and communication skills, including the ability to give presentations and briefings to senior management.
  • Creative and strategic thinking skills, including the ability to analyze business transactions and identify key Finance risks/mitigating controls,
  • Ability to work under pressure and maintain high energy levels.
  • Must be able to work independently with positive collaboration within a fast paced, team environment.

Career

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Posted By

CA Vivek

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