Markets Finance Planning & Analysis Analyst

About this role:

Wells Fargo is seeking a Finance Analyst within CIB Markets Finance, reporting into Markets Financial Planning & Analysis / Modeling. This role supports 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. For more information about our careers and lines of business visit

In this role, you will:

• Create/develop/improve internal financial reporting with insightful updates to support business and functional Markets areas
• Ensure effective process management of monthly close, financial forecasts, Budget planning and reporting
• Make decisions in multi-faceted situations, providing advice and technical expertise on matters related to complex financial analysis and forecasting as well as economic research in support of management decision making functions
• Provide credible challenge to the business on discretionary vs non-discretionary expenses and partner cross-functionally to find opportunities to reduce expenses
• Establish/maintain appropriate governance structure to ensure accuracy, timeliness, and relevance of financial reporting
• Research strategies and make recommendations for forward financial planning as well as enhancing reporting systems and data infrastructure to support the production of financial reporting and analysis
• Maintain effective and efficient reporting delivery that meets brand standards and internal control standards while delivering clear, concise and impactful financial reporting packages for business leadership and key stakeholders
• Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements
• Strategically collaborate and consult with peers, colleagues and business leaders to resolve issues and achieve goals
• Partner with line of business finance teams, front office, and model governance teams on model development and implementation for trading-related balance sheet and revenue.

Required Qualifications:

• 2+ 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 offers a hybrid work schedule
• 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.