Senior Finance Analyst at Wells Fargo

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Jan, 26

Salary

0.0

Posted On

19 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Balance Sheet Forecasting, Stress Testing, Financial Reporting, Data Analysis, Financial Planning, Collaboration, Communication, Critical Thinking, Technical Skills, Microsoft Office, Essbase, Teamwork, Strategic Focus, Risk Management, Decision Making, Project Implementation

Industry

Financial Services

Description

Wells Fargo is seeking a Senior Financial Analyst to support Balance Sheet and Net Interest Income forecasting for the Home Lending portfolio. The senior analyst will contribute to annual budgeting as well as stress testing and running interest rate risk scenarios on the portfolio. In this role, you will: Lead or participate in the forecasting of all aspects of the Home Lending balances and associated income Review and analyze moderately complex data that contributes to large scale planning such as economic research in support of management decision making Research key forecasting projections as well as management of financial reporting to support monthly and quarterly forecasting Perform work on significant and unique issues involving data and evaluation or highly complex situations Develop strategies and make recommendations for forward financial planning in support of line of business goals Lead the implementation of financial transformation projects impacting the Home Lending line of business Establish effective and efficient reporting delivery that meets brand standard and internal control standards Collaborate and consult with peers, colleagues, and mid-level managers in finance and treasury to resolve issues and achieve goals Exercise independent judgment while leveraging a solid understanding of the knowledge policies, procedures, and compliance requirements within the function 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: Balance Sheet and Stress test forecasting experience highly desired Strong technical skills including Essbase, Microsoft Office suite Excellent ability to communicate effectively, in both written and verbal formats, including to senior level leaders Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others Strong critical thinking skills combined with strategic business focus Sense of urgency, passion for results, and personal accountability for achievement Posting End Date: 18 Oct 2025 *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. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

The Senior Financial Analyst will support Balance Sheet and Net Interest Income forecasting for the Home Lending portfolio, contributing to annual budgeting and stress testing. This role involves leading forecasting efforts, analyzing complex data, and developing strategies for financial planning.