Lead Financial Planning & Analysis Analyst - Markets

About this role:

Wells Fargo is seeking a Lead Financial Planning & Analysis Analyst within CIB Markets Finance, reporting into Markets Financial Planning & Analysis / Modeling. This role leads the development and implementation of finance strategy across CIB Markets and is responsible for managing forecasts and budgets to achieve business goals, improve efficiency, and strengthen governance through effective cross-functional partnership, influence, and alignment. Learn more about our career areas and business divisions at wellsfargojobs.com.

In this role, you will:

• Lead financial planning, forecasting, budgeting, variance analysis, and management reporting processes.
• Support CCAR, stress testing, capital planning, scenario analysis, and balance sheet forecasting activities.
• Provide actionable financial insights and strategic recommendations to senior executives.
• Analyze business performance relative to internal goals, capital targets, and external peer benchmarks.
• Lead finance transformation and strategic initiatives that improve forecasting, reporting, controls, and decision support processes.
• Evaluate complex financial, economic, and operational issues and provide technical expertise to influence decision-making.
• Ensure timely and accurate reporting that meets internal control, policy, regulatory, and governance requirements.
• Build trusted partnerships across Markets, CIB Finance, Risk, Treasury, Investor Relations, and Strategy functions.
• Influence stakeholders and lead cross-functional efforts to resolve complex issues and achieve strategic objectives.

Required Qualifications:

• 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Bachelors degree or higher in Finance, Accounting, Statistics, Economics, Business, or a related field; strong business acumen in financial services (particularly banking).
• Highly motivated, self-starting team player accustomed to working in complex organizations, partnering with diverse stakeholders, and delivering results.
• Strong analytical skills with high attention to detail and accuracy; ability to synthesize complex data and communicate clear insights and recommendations.
• Prior experience with balance sheet and/or income statement forecasting; knowledge of asset, liability, and/or liquidity management concepts.
• Markets product knowledge and ability to quickly learn complex instruments.
• Advanced Microsoft Office skills (Outlook, Excel, Word, PowerPoint), including advanced Excel (Index/Match, pivot tables, etc.).
• Experience with data and analytics tools such as Essbase, Python, and/or Tableau.
• Excellent verbal, written, interpersonal, and presentation skills, including comfort presenting forecast outcomes to senior stakeholders.
• Ability to manage multiple competing priorities in an ever-changing environment; exercises independent judgment and collaborates to identify and resolve issues.
• Experience with monthly closing, developing financial projections, and establishing goals.

Posting Location:

• 550 S. Tryon Street - Charlotte, North Carolina

Job Expectations:

• Required location listed above. Relocation assistance is not available for this position.
• This position is not eligible for VISA sponsorship

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
• 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: 

*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.