Wells Fargo
Lead Finance Analyst - WIM Finance
CHARLOTTE, NC +1 · Full-time · Posted Oct 29, 2026
- Location
- CHARLOTTE, NC
SAINT LOUIS, MO - Experience
- 5+ years of Finance experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, education.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Leads financial planning, analysis, and executive reporting for Wealth and Investment Management to support business planning, strategic decisions, and long-term value creation.
What you'll do
- Lead complex financial research, analysis, forecasting, and reporting initiatives.
- Recommend forward financial planning strategies and improvements to reporting systems.
- Support budgeting, forecasting, variance analysis, executive presentations, and related reviews.
What they ask for
- 5+ years of Finance experience, or equivalent demonstrated through work experience, training, military experience, or education.
Nice to have
- MBA, CFA, or other advanced degree.
- Background in FP&A, corporate finance, consulting, investment banking, wealth management, or other highly analytical environments; executive reporting, competitor intelligence, and advanced technical skills are also desired.
Tools
Excel, PowerPoint, Power BI, Copilot
AI focus
Use AI-enabled productivity tools, including Copilot and other generative AI applications.
Model-written summary · the original posting is authoritative