- Location
- 109845-NC-Brigham Building, Charlotte, United States of America · WEST DES MOINES, IA
- Type
- Full-time
- Department
- Finance
- Seniority
- Senior
- Closing date
- Today
- Source
- Workday
Description
About this role:
Wells Fargo is seeking a Senior Lead Business Aligned Finance Analyst to support the Affluent and Premier businesses. This highly visible role will serve as a senior finance partner responsible for forecasting, performance management, executive reporting, and strategic decision support.
The successful candidate will combine strong financial acumen, analytical leadership, and executive communication skills to translate complex business and financial information into actionable insights. The role will partner across Consumer & Small Business Banking, Wealth & Investment Management, FP&A, Strategy, Product, Analytics, Risk, and Finance to support business growth, profitability, customer outcomes, and finance transformation.
In this role, you will:
- Serve as a senior finance partner to the Affluent and Premier businesses, providing insight-driven recommendations that support growth, profitability, and customer outcomes.
- Advise senior business and finance leaders on complex initiatives with significant business impact.
- Lead executive-level financial analysis and business performance reporting for strategic reviews, operating committees, earnings-related processes, regulatory requests, and leadership presentations.
- Develop clear executive storylines that frame performance, key drivers, trade-offs, risks, opportunities, and recommended actions.
- Lead financial forecasting and planning for the Premier channel business, including key business and financial metrics. Partner with FP&A and business leaders to develop monthly forecasts, annual operating plans, and long-range financial outlooks. Lead analytical and reporting processes supporting month-end close, forecast reviews, business reviews, and executive deliverables.
- Develop deep subject-matter expertise in Affluent and Premier financial performance, business drivers, customer economics, and key performance indicators. Translate complex financial and operational data into concise, decision-oriented insights for senior leaders.
- Build trusted relationships across Consumer & Small Business Banking, Wealth & Investment Management, FP&A, Strategy, Product, Analytics, Risk, and Finance.
- Align cross-functional partners around financial assumptions, performance measures, strategic priorities, and executive deliverables.
- Lead complex work across organizational boundaries while maintaining clear accountability for outcomes.
Required Qualifications:
- 7+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Proven experience leading complex financial planning, forecasting, performance management, and analytical initiatives.
- Advanced expertise in financial modeling, scenario analysis, driver-based planning, and translating data into actionable business insights.
- Strong executive communication skills, including developing presentations, financial narratives, and decision-support materials for senior leaders.
- Demonstrated ability to influence stakeholders, challenge assumptions constructively, and drive results across cross-functional teams.
- Experience partnering directly with senior business and finance executives in fast-paced, evolving environments while managing multiple priorities with sound judgment.
- Background in financial services, including consumer banking, affluent banking, wealth management, deposits, investments, or related businesses
Location
- Charlotte, North Carolina
- West Des Moines, Iowa
Posting End Date:
7 Sep 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.
