CrawlJobs Logo

Allocations Senior Business Aligned Finance Analyst

https://www.wellsfargo.com/ Logo

Wells Fargo

Location Icon

Location:
United States , Charlotte

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

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

Additional Information:

Job Posted:
March 03, 2026

Expiration:
March 04, 2026

Employment Type:
Fulltime
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Allocations Senior Business Aligned Finance Analyst

Non-Trading Market Risk Management Senior Analyst

The BSM NTMR Senior Analyst will support the production needs in various workstr...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in Fixed Income & Bonds Valuation
  • 5+ years experience in Risk Management, Financial Services, Treasury, and bank global liquidity investment portfolio
  • Strong Excel and PowerPoint skills for report building and presentations
  • Basic knowledge in debt investment securities and non-trading market risk such as FXRBB, commodity risk, private equity risk and CSRBB, QMMF and CCAR for Pensions, ATM/AFS portfolios
  • Fundamental understanding of regulatory, compliance, risk management and financial management, and data governance concerns
  • Intermediate understanding of Bank ALM, Capital, and Liquidity considerations
  • Basic experience in debt investment securities analytics, measurement, metrics and methodologies
  • Demonstrated ability to collaboratively solution complex and dynamic processes
  • Ability to work under pressure in ambiguous environments
  • Strong oral and written communications skills with ability to synthesize complex concepts
Job Responsibility
Job Responsibility
  • Support the production needs in various workstreams to develop, enhance, measure, and monitor 1st line Non-Trading Market Risk framework including Governance and Oversight, Metrics, Methodology, Measurement, Data and Infrastructure, Process and Controls
  • Support analysis in the implementation of BSM's process by providing key analytical insights across BSM functions with a primary focus on asset allocation, FXRBB, OCI stress testing analytics for (CCAR) and QMMF for pensions and AFS/HTM securities, Commodity/Equity/CSRBB risk
  • Develop key management review presentations
  • Oversee the data results and management report metrics for decision processes
  • Support subject matter experts on the team to aid senior leaders in aligning governance and management framework, procedures and controls for all legal entities that have OCI Risk, FX risk, commodity risk, credit spread risk in the Banking Book
  • Support the team and assist Manager with remediation gap efforts in other non-trading market risk (excl IRRBB) as required by Tier 1 regulations
  • Contributes to enhancing processes to manage these exposures in a well governed environment
What we offer
What we offer
  • Access to telehealth options, health advocates, confidential counseling
  • Expanded Paid Parental Leave Policy
  • Programs to help manage financial well-being and plan for the future
  • Access to learning and development resources
  • Generous paid time off packages
  • Resources and tools to volunteer in communities
  • Fulltime
Read More
Arrow Right

Senior Director of Fp&a

At JFrog, we’re reinventing DevOps to help the world’s greatest companies innova...
Location
Location
United States , Sunnyvale
Salary
Salary:
260000.00 - 330000.00 USD / Year
jfrog.com Logo
JFrog
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 12+ years of progressive FP&A experience in technology or SaaS
  • Strong executive presence with proven ability to present to and influence senior leadership
  • Experience partnering with world class CRO and CMO with a proven track record of being a strong finance voice, helping create multi-year strategic plans, and influencing with data
  • Recent experience and strong skills in performing detailed work, modeling, and forecasting
  • Familiarity with implementing or upgrading FP&A tools (e.g., Adaptive Insights, Pigment, Planful, or similar)
  • Expert-level financial modeling and forecasting skills
  • proven track record of achieving forecasting accuracy targets
  • Experience leading other people managers or leading a team of 2 to 4 analysts
Job Responsibility
Job Responsibility
  • Drive capacity planning, go-to-market analysis and partnership
  • Drive forecasts, budgets, and annual plan for all of JFrog’s GTM organizations and their executives
  • Establish streamlined processes
  • Implement a new FP&A planning system
  • Successfully lead and develop a team of FP&A analysts
  • Manager a global team of FP&A analysts
  • be a strong people leader who invests in development, career growth, and engagement
  • Be the tactical and operational leader of the GTM FP&A function, driving forecasts, budgets, analyses, and managing the FP&A team
  • Provide world class business partner support by collaborating with executives and senior leaders to provide strategic decision support, solve business problems creatively, resourcing allocation, budget management, forecasting and KPIs
  • Lead the annual operating plan (AOP) process for GTM functions ensuring alignment with overarching corporate strategy and financial objectives
What we offer
What we offer
  • Equity package of restricted stock units (RSU)
  • Eligibility to participate in our Employee Stock Purchase Plan
  • Comprehensive benefits including medical, dental, vision, retirement, wellness and much more
  • Fulltime
Read More
Arrow Right

Senior Financial Analyst

ProNexus is looking for experienced Senior Financial Analysts who can provide ad...
Location
Location
Salary
Salary:
Not provided
pronexusllc.com Logo
ProNexus
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Accounting, Finance, Business Administration, or related field
  • Master’s degree or MBA preferred
  • Minimum 5+ years* of experience in accounting and financial management roles, with progressive responsibility
  • Strong proficiency in financial modeling, forecasting, and analysis using Excel and financial software (e.g., Hyperion, Adaptive Insights, Tableau)
  • Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and provide insights and recommendations
  • Exceptional communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders
  • Proven ability to work independently, manage multiple priorities, and deliver high-quality results within deadlines
  • Strong attention to detail and accuracy in financial analysis and reporting
  • Experience in a customer service role / client facing, public accounting, consulting or advisory roles is advantageous
Job Responsibility
Job Responsibility
  • Lead the development, implementation, and management of financial planning processes, including budgeting, forecasting, and long-range planning
  • Analyze financial performance, trends, and variances to identify opportunities and risks
  • Prepare financial models, scenarios, and sensitivity analysis to support strategic decision-making
  • Coordinate the annual budgeting process, working closely with department heads and senior management to develop accurate and achievable budgets
  • Prepare monthly, quarterly, and annual forecasts based on historical data, market trends, and business drivers
  • Monitor actual financial performance against budget and forecast, analyzing variances and providing explanations and recommendations
  • Prepare and present financial reports, including monthly financial statements, management reports, and ad-hoc analysis, to senior management and stakeholders
  • Develop key performance indicators (KPIs) and metrics to track and evaluate business performance
  • Conduct in-depth analysis of financial data to support strategic initiatives and business decisions
  • Evaluate investment opportunities, capital projects, and strategic initiatives using financial analysis techniques such as NPV (Net Present Value), IRR (Internal Rate of Return), and ROI (Return on Investment)
Read More
Arrow Right

Senior Expense Analyst

Beazley is seeking a Senior Expense Analyst to play a pivotal role in our transf...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
socialvalueportal.com Logo
Social Value Portal Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Qualified with a professional accounting qualification (e.g. AAT, ACCA, CIMA)
  • Degree in Finance, Accounting, or related field (or equivalent experience)
  • Demonstrated ability to lead process improvement initiatives, delivering measurable outcomes in efficiency, automation, or control strength
  • Experience working in large multi-national corporations
Job Responsibility
Job Responsibility
  • Lead complex analytics and deliver deeper insights that challenge assumptions and support senior level decision making
  • Lead multidimensional variance and driver analysis
  • identify root causes and guide stakeholders toward corrective actions
  • Own and lead cross functional process improvement initiatives with measurable outcomes (e.g., cycletime reduction, automation uplift, error rate reduction)
  • Act as subject matter expert for expense reporting processes, data structures, allocation methodologies, and reporting systems
  • lead UAT and shape system design
  • Oversee the reporting framework, ensuring consistency, governance, and standardisation across outputs
  • Review and elevate commentary from analysts
  • ensure insights are forward looking, strategic, and actionable
  • Serve as a senior business partner, challenging assumptions and guiding stakeholders on cost structure, profitability, and expense strategy
Read More
Arrow Right

Fp&a Analyst

We are currently seeking an experienced finance professional to establish and ow...
Location
Location
Ireland , Dublin
Salary
Salary:
Not provided
sig.com Logo
Susquehanna International Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Accounting or Finance Qualification (ACA, ACCA, CIMA, CPA or equivalent)
  • 4+ years experience in FP&A or similar analytical/reporting role, preferably within financial services
  • Demonstrable experience building MI reporting or cost frameworks from scratch
  • Advanced excel skills and strong data manipulation capability
  • Experience with analytical tools such as Power BI, Tableau, SQL
  • Highly analytical with strong attention to detail
  • Clear communicator able to simplify complex financial concepts
  • Proactive, self-starting, and resilient in a fast-paced environment
  • Ability to take ownership of processes including introducing automation and other workflow improvements
Job Responsibility
Job Responsibility
  • Design and implement cost reporting and analysis from the ground up, ensuring transparency, consistency, and alignment with business strategy
  • Define cost drivers and allocation principles across trading desks, strategies, and support functions
  • Develop the variance analytics against budget
  • Own ongoing maintenance and evolution of cost reporting and analysis as the business grows and changes
  • Build and deliver high-quality MI reporting for senior management, including: Cost performance vs budget, Cost-to-income and cost efficiency metrics by desk/strategy, Trend analysis and forward-looking insights
  • Develop clear, decision-oriented reporting packs suitable for senior management
  • Ensure MI is scalable, automated where possible, and fit for a high-growth, high-complexity environment
  • Lead the annual budget process for European business
  • Act as a trusted finance partner to senior stakeholders across Susquehanna
  • Work closely with the US cost analysis team to align methodologies, reporting standards, and governance
Read More
Arrow Right

Senior Finance Transformation Manager

Airbus Americas, Inc is looking for a Senior Finance Transformation Manager to j...
Location
Location
United States , Kinston
Salary
Salary:
Not provided
airbus.com Logo
Airbus
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree in Finance, Business Analytics, Accounting, Information Systems or related field of study
  • 8-10 years SAP ERP and modules such as FI-CO
  • Worked on upgrade, global rollout and support projects
  • Strong production support experience in an onsite and offshore support delivery model
  • Served as a SPOC for onsite production support
  • Responsible for Root cause analysis, after action reviews and post Implementation reviews and address the outcome
  • Handle and support Year-end and Period-end closing activities and support end users in executing their tasks and reporting
  • Understanding of multiple modules and capability to do configuration and gap analysis
  • Conduct extensive training sessions for business users
  • Prepare training documentations and user manuals
Job Responsibility
Job Responsibility
  • Project Management (40%): Be an expert to manage high-risk & complex projects while leveraging cross-functional resources and capabilities
  • Full understanding of SAP delivery models by following ASAP methodology, tools, and procedures
  • Engage with Stakeholders both internal & external and be responsible for delivery of its major elements including project business objectives, scope and solution within quality criteria, on time and budget
  • Review project plans and scope with the Project team to ensure that all team members understand the assigned tasks and associated deliverable dates
  • Collaborate with project sponsors and stakeholders to establish scope, cost, schedule, quality, deliverables to deliver a new or modified business capability through the execution of an SAP project
  • Ensure projects are completed within committed time and budget requirements and are integrated with other applications
  • Provide guidance for SAP implementation, methodologies and support policies, standards and procedures to continue new innovative development strategies and ideas
  • Provide leadership in ensuring consistent use of the Airbus project methodology
  • Will use their strong SAP Portfolio experience to deliver various large scale Enterprise value initiatives
  • Escalate early issues about the projects to management and be Responsible to manage and maintain ongoing risks by evaluating medium to complex situations accurately and identify potential solutions that create positive outcomes
What we offer
What we offer
  • Financial Rewards: Competitive base salary, incentive compensation which may include profit sharing schemes, retirement savings plan and the ability to participate in an Employee Stock Ownership Plan (“ESOP”)
  • Work/Life Balance: Paid time off including personal time, holidays and a generous paid parental leave program
  • Health & Welfare: Comprehensive insurance coverage including medical (traditional and high-deductible health plans), prescription, dental, vision, life, disability, Employee Assistance Plan (“EAP”) and other supplemental benefit coverages
  • Individual Development: Upskilling and development opportunities through our global Leadership University, including unlimited access to 10,000+ e-learning courses focusing on ways to develop your employability, certifications, career path as well as the opportunity to participate in accelerated development programmes and both national and international mobility
  • Fulltime
Read More
Arrow Right

Senior director product marketing

GEICO is looking for a customer-centric, dynamic leader with extensive P&L overs...
Location
Location
United States , Chevy Chase; New York City
Salary
Salary:
195000.00 - 315000.00 USD / Year
geico.com Logo
Geico
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in brand marketing preferably with a Fortune 500 company
  • Bachelor's Degree
  • MBA preferred
  • Change agent who thrives in creating clarity in ambiguity
  • Ability to drive strategy and execute with speed and high quality
  • Comfortable producing and overseeing a high volume of work
  • Experience in transformational organizations providing clear analysis of future opportunities and guidance on how to act now
  • Significant experience in developing presentations for audiences at all levels
  • Experience in evaluating creative concepts and assets based on strategic alignment and business impact
  • Strategic thinker with the ability to inspire confidence from, and to collaborate with colleagues, internal stakeholders, and executive leaders
Job Responsibility
Job Responsibility
  • Analyze untapped customer opportunities and product/service white space, to identify new business and profit growth areas, as well as opportunities to grow brand favorability
  • Lead the creation of short and long-range business plans, setting objectives, mapping out the unit economics, determining key initiatives, and identifying KPIs grounded in consumer insights
  • Maintain an in-depth understanding of business growth drivers, risk factors, and data trends related to customer acquisition, retention and cross-sell
  • Identify territories and moments rooted in clear insights for media selection and creative development
  • Produce quarterly brand business reviews highlighting actionable insights that Marketing practice leaders can use to enhance future work and improve business results going forward
  • Collaborate with Finance and PPM stakeholders to align on LOB goals and monitor progress against those goals
  • Partner with Marketing Finance to build LOB budgets and investment allocations across customer segments and distribution channels
  • Set the strategic agenda that will keep the cross-functional Marketing department focused on the business and customer priorities
  • Partner with COE specialists across sponsorship, media, creative, analytics, influencer, entertainment, corp comms, and customer journey marketing
  • Deliver clear customer-first connected journeys outlining what to communicate, setting the actions we want the customer to take, and driving cohesion in the Marketing plan for optimal business outcomes
What we offer
What we offer
  • Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family’s overall well-being
  • Financial benefits including market-competitive compensation
  • a 401K savings plan vested from day one that offers a 6% match
  • performance and recognition-based incentives
  • and tuition assistance
  • Access to additional benefits like mental healthcare as well as fertility and adoption assistance
  • Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year
  • Fulltime
Read More
Arrow Right

Senior Operations Program Analyst

We are seeking a highly organized and proactive Operations Program Analyst to jo...
Location
Location
United States , San Diego
Salary
Salary:
92000.00 - 110000.00 USD / Year
clearwayenergy.com Logo
Clearway Energy
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Business, Engineering, or a related field
  • 5+ years of experience in program/project management or operations management roles
  • Proven track record in developing and implementing successful programs or projects
  • Strong analytical, problem-solving, and decision-making abilities
  • Excellent communication, organizational, and leadership skills
  • Proficiency in project management tools (e.g., Microsoft suite)
  • Ability to work effectively under pressure and meet deadlines
Job Responsibility
Job Responsibility
  • Program Development & Management: Design, document, implement, and oversee operations programs that support department goals, ensuring alignment with overall business strategies
  • Documentation & Processes Standardization: Create and maintain standardized documentation and processes to ensure consistency and efficiency across all operational programs
  • Training Facilitation: Develop and conduct training sessions to ensure program stakeholders are well-equipped with the necessary skills and knowledge to execute operational programs effectively. Develop, conduct, and maintain program management training to promote standardization within the Operations Team
  • Cross-functional Collaboration: Work closely with internal teams such as product, marketing, finance, and HR to ensure seamless program execution and alignment with organizational objectives
  • Monitoring & Reporting: Track program performance, prepare reports, and present findings to senior leadership to guide decision-making and drive continuous improvement
  • Process Optimization: Continuously evaluate and improve operational processes to enhance performance, reduce costs, and increase operational efficiency
  • Change Management: Lead and document change initiatives within the operational programs, ensuring successful adoption and minimal disruption
  • Problem-solving & Risk Management: Identify potential challenges or roadblocks, proactively solving problems to ensure smooth operations
  • Resource Allocation: Manage resources effectively to ensure programs are executed on time, within budget, and to the desired quality standards
What we offer
What we offer
  • generous PTO
  • medical, dental & vision care
  • HSAs with company contributions
  • health FSAs
  • dependent daycare FSAs
  • commuter benefits
  • relocation
  • a 401(k) plan with employer match
  • a variety of life & accident insurances
  • fertility programs
  • Fulltime
Read More
Arrow Right