Wells Fargo

Sr. Lead Business Aligned Finance Analyst - CIB Markets

Wells Fargo New York, New York, United States · $191K–$305K/yr

Financial Services · 10,001+ employees

Yesterday Closes today
Senior (5-10 yrs) Full-time United States
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About the role

The analyst will provide strategic financial advisory and research support to the Macro and FICC Financing lines of business within the Markets division. They are responsible for leading complex financial initiatives, managing product pricing, and ensuring effective reporting delivery that meets internal control standards.

What they look for

Financial research Financial consulting Economic research Product pricing Portfolio performance Financial analysis Forecasting Essbase Dodeca Microsoft Office Power BI Tableau Alteryx AI tools Regulatory capital Financial planning and analysis

Requirements

Candidates must have at least 7 years of finance experience or an equivalent combination of education and training. Proficiency in financial analysis, forecasting tools, and data presentation is required, along with a strong understanding of corporate and investment market products.

Benefits

Health benefits 401(k) Plan Paid time off Disability benefits Life insurance Critical illness insurance Accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement

Full description

About this role:

Wells Fargo is seeking a Sr. Lead Business Aligned Finance Analyst within the Corporate and Investment Markets Chief Finance Officer (CIB Markets CFO) team. The Markets CFO team provides strategic advisory, supported by data and analysis, to the Markets Division Leadership that will drive growth, create efficiency, and define strategy.  More specifically, this Sr. Lead Analyst will provide support to the Macro and FICC Financing lines of businesses within the Markets division reporting to the Macro and FICC Financing CFO.

In this role, you will:

  • Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance for a specific business unit, division, or product
  • Provide companywide advice and technical expertise on matters related to complex financial analysis as well as economic research in support of management decision making functions
  • Research strategies and make recommendations for forward financial planning in support of line of business goals
  • Provide support and influence in the management of product pricing, portfolio performance, closing research, and validation
  • Review and analyze multi-faceted technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors
  • Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards
  • Lead implementation of complex initiatives impacting multiple lines of business companywide
  • Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements
  • Strategically collaborate and consult with peers, colleagues, and mid-level to senior managers in finance and in a given line of business to resolve issues and achieve goals

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:

  • Financial services experience supporting Corporate and Investment Markets such as Macro and FICC Financing lines of businesses
  • Strong analytical skills including financial metrics analysis
  • Experience with disciplines such as accounting, group controllers, corporate treasury, regulatory capital, financial planning and analysis and/or product control
  • Knowledge of Wells Fargo's balance sheet/product offerings
  • Visual/verbal data trend presentation preparation for management reporting
  • Knowledge/understanding of report analysis: emphasis on accuracy and telling a story with supporting details
  • Ability to exercise independent judgment and work within a team to identify and resolve problems
  • Experience with forecasting tools Essbase/Dodeca
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
  • Knowledge of Power BI, Tableau, Alteryx, AI tools

Job Expectations:

  • This position offers a hybrid work schedule from our 30 Hudson Yards, NYC location.
  • 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.

$191,000.00 - $305,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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:

11 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.

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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