Level

Wells Fargo

Senior Business Aligned Finance Analyst

AI in this role

Senior Business Aligned Finance Analyst providing strategic financial guidance, forecasting, and reporting for the branch banking network.

excelpowerpointpower-biessbase
financial-analysisforecastingbranch-staffingfinancial-reporting

About this role:

Wells Fargo is seeking a Senior Business Aligned Finance Analyst within the Branch Banking Finance team, supporting Regional Executives across the Branch Banking network. This role is part of the broader Regional Finance Support team, providing strategic guidance, financial insights, and trusted partnership to Regional Banking Executives, Directors, and cross-functional business partners.


In this role, you will:

  • Partner with Regional Bank Directors to drive business growth by connecting key business drivers to financial outcomes, identifying risks and opportunities, and recommending best practices across the organization.
  • Analyze financial and operational performance metrics, develop executive-level reporting and presentations, and provide meaningful insights into business results and trends.
  • Collaborate with leadership and cross-functional partners to enhance operating models, support strategic initiatives, and deliver data-driven recommendations.
  • Serve as the finance lead for branch staffing, partnering closely with Field Leaders, Recruiting, and HR to monitor workforce needs and optimize staffing strategies.
  • Lead implementation and evolution of staffing models, streamline processes, strengthen controls, and identify opportunities for continuous improvement.
  • Support forecasting, financial planning, reporting, GL research, organizational structure integrity, and ad hoc analyses that drive informed business decisions.
  • Act as a trusted advisor to senior leadership by providing financial expertise, strategic analysis, and actionable business insights.


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:

  • Bachelor's degree in Finance, Accounting, Economics, Analytics, or a related field.
  • Strong financial analysis, forecasting, and reporting skills, with the ability to interpret financial statements and key business performance metrics.
  • Proven ability to consult and build relationships with Executive leaders, influencing decisions through data-driven insights.
  • Advanced proficiency in Excel and PowerPoint, with experience using financial reporting, database querying, or analytical tools (Essbase, Dimensional, Power BI, or similar).
  • Demonstrated ability to manage multiple priorities in a fast-paced, matrixed environment while maintaining strong attention to detail and accuracy.
  • Self-starter with exceptional analytical, problem-solving, communication, and continuous improvement skills, including the ability to leverage AI-enabled tools to enhance efficiency and decision-making.

Specific compliance policies may apply regarding outside activities and/or personal investment; 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: 

5 Oct 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.

How we rate this

Senior Business Aligned Finance Analyst at Wells Fargo rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Open the description and count.

Prepare for this job

A free preview built only from this posting: what it asks for, what you could be asked in an interview, and how to adjust your resume.

Skills and AI tools this role asks for

Financial AnalysisForecastingBranch StaffingFinancial ReportingExcelPowerpointPower BiEssbase

Questions you could be asked

  1. Tell me about a project where financial analysis was part of your work. What did you do?
  2. Tell me about a project where forecasting was part of your work. What did you do?
  3. Tell me about a project where branch staffing was part of your work. What did you do?
  4. Tell me about a project where financial reporting was part of your work. What did you do?
  5. Walk me through how you've used Excel in your day-to-day work.

Adapt your resume

  • List these exact terms on your resume: Financial Analysis, Forecasting, Branch Staffing, Financial Reporting, and Excel. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them — a tool named with nothing behind it rarely survives a human read.

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