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Wells Fargo is seeking an Allocations Senior Business Aligned Finance Analyst to join the Enterprise Functions Finance team. This highly visible individual contributor role is responsible for delivering accurate, insightful, and well‑controlled financial reporting in support of corporate deliverables, business leaders, and strategic partners. You will play a key role in analyzing expense allocations, surfacing meaningful insights, and supporting leadership in understanding the drivers behind financial results. Success in this role requires strong analytical capability, exceptional communication skills, and the ability to collaborate effectively across diverse business and finance teams. You will help shape a culture of innovation, consultation, and continuous improvement. Enterprise Finance, the office of the CFO, leads financial planning and analysis, balance sheet management (capital, liquidity, funding, investments), accounting and controls, and corporate M&A. The team partners across the company to understand the value chain of our products and services, enabling strong financial performance and continuous operational improvement.
Job Responsibility:
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
Requirements:
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