Senior Business Aligned Finance Analyst

Wells Fargo

full-time

Posted on: 1/21/2026

Location Type: Office

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About the role

Build, automate, and enhance monthly allocation reporting for finance leaders, ensuring high-quality insights and robust data reconciliation.
Deliver reporting that meets brand, consistency, and internal control standards.
Serve as a trusted advisor and subject matter expert by conducting deep financial analysis and resolving complex issues.
Translate findings and trends into clear, actionable insights for business partners and senior stakeholders.
Provide comprehensive variance analysis (actuals vs. budget/forecast) to identify risks, opportunities, and cost‑efficiency levers.
Understand allocation drivers and methodologies to ensure accurate allocations across lines of business and legal entities.
Drive process improvement through simplification, standardization, automation, and improved data flows.
Document procedures to support strong internal controls and repeatable processes across teams.

4+ years of Finance experience, or equivalent demonstrated through work experience, training, military service, or education.
Strong technical skills in Essbase, Excel, and PowerPoint, including pivot tables, VLOOKUPs, formula tracing, and macros.
Proficiency with visualization/reporting tools such as Power BI or Tableau.
Experience with financial close, management reporting, business review materials, and allocations.
Bachelor’s or Master’s degree in Finance, Accounting, Business, or Economics; CA/CFA/MBA preferred.
Ability to perform complex financial analysis, build models, synthesize conclusions, and present recommendations to leadership.
Experience preparing executive-ready presentations and financial summaries.
Strong analytical ability with exceptional attention to detail and accuracy.
Demonstrated critical thinking, curiosity, and ability to independently identify issues and propose solutions.
Ability to assess allocation processes and recommend opportunities to improve efficiency and effectiveness.
Strong time management skills with the ability to prioritize, meet deadlines, and adapt to fast-moving priorities.
Excellent written and verbal communication skills for engaging with senior leaders and cross-functional partners.
Exhibits sound judgment, accountability, and leadership within prior roles.
Proven ability to apply rigorous quality checks, maintain strong controls, and ensure error‑free deliverables.

Benefits

Information will be shared about expectations during the recruitment process.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Drug and Alcohol Policy Wells Fargo maintains a drug free workplace.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial analysisvariance analysisdata reconciliationallocation methodologiesprocess improvementfinancial modelingreportingdata flowsExcelEssbase

Soft Skills

analytical abilityattention to detailcritical thinkingcuriositytime managementcommunication skillsleadershipproblem-solvingaccountabilityadaptability

Certifications

CACFAMBA