Senior Business Aligned Finance Analyst

Wells Fargo

. Provide financial analysis, forecasting, new vintage economics, and performance insights for Credit Card Rewards and Loyalty businesses .

Posted 11/10/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, forecasting, and performance measurement within Credit Card Rewards and Loyalty businesses. Proficient in utilizing analytical tools to derive insights and influence business decisions while ensuring data integrity and compliance.

Highest-signal resume keywords

Financial AnalysisForecastingSQL ProficiencyData ValidationExecutive Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingProblem-SolvingRoot-Cause AnalysisFinancial PlanningProduct Performance Analysis

Soft Skills

Strong OwnershipAccountabilityCoachingMentoringBusiness Partnership

Tools & Technologies

SASPythonAdvanced ExcelPowerPointEssbase

Industry Keywords

Credit CardRewardsLoyaltyConsumer FinanceFinancial Services

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Provide financial analysis, forecasting, new vintage economics, and performance insights for Credit Card Rewards and Loyalty businesses
Partner with Branded Cards Originations, Product, Loyalty, Marketing, Account Management, Finance, Accounting, Analytics, and Technology teams
Analyze new originations profitability and growth economics
Analyze channel and offer allocations, underwriting and approval strategies
Support product launches and acquisition investments
Analyze rewards performance, customer behavior, earn and redemption activity, promotional offers, and partner economics
Connect operational and customer metrics to contra revenue, rewards liability, product profitability, and forecast outcomes
Develop driver-based forecasts and scenario analyses
Provide variance analysis against forecast, plan, and prior-year results
Identify risks and opportunities and present recommendations to business and finance leaders
Develop business cases and measure results from program changes, promotions, and strategic investments
Pull, combine, validate, and analyze data from multiple financial, customer, rewards, and operational systems
Use SAS, SQL, Python, or similar tools for driver analysis, forecasting, customer-behavior analysis, and performance measurement
Trace data through upstream and downstream systems to identify root causes of data-quality, reporting, or reconciliation issues
Create scalable datasets, metrics, and analytical solutions
Partner with Analytics and Technology teams to address data gaps and automate manual processes
Support month-end close for rewards liabilities and contra revenue, including reconciliations, accruals, and financial reporting
Partner with Accounting and Finance to ensure appropriate accounting treatment, accurate reporting, and effective controls
Maintain documentation of forecast methodologies, assumptions, data sources, and reconciliations
Prepare executive presentations and commentary explaining performance, implications, and recommended actions
Identify opportunities to simplify or automate routine reporting while maintaining control and accuracy
Follow applicable Wells Fargo risk and compliance programs, policies, and procedures

Requirements

What you’ll need

4+ years of Finance experience, or equivalent demonstrated through work experience, training, military experience, or education
Experience working in Credit Card, Rewards, Loyalty, product-finance, or consumer-finance in financial services
Strong financial modeling, forecasting, problem-solving, root-cause-analysis, financial planning, and product performance
Experience independently pulling, validating, and analyzing complex datasets
Proficiency with SQL, SAS, Python, or similar analytical tools
Ability to translate complex analysis into concise recommendations and influence business decisions
Experience resolving data-quality and data-lineage issues across multiple systems
Bachelor’s degree or higher in Finance, Accounting, Economics, Analytics, Data Science, or a related field
Strong executive communication and business partnership skills
Advanced Excel and PowerPoint skills; experience with Essbase or comparable finance tools
Self-directed and highly motivated, demonstrating strong ownership and accountability while managing competing priorities and delivering results in a fast-paced environment
Leadership experience with a focus on coaching, training, mentoring others, project management, initiative or development programs
Must work from one of the listed hybrid locations
Relocation assistance is not available
Position is not eligible for Visa sponsorship

Benefits

Comp & perks

Relocation assistance is not available for this position
Not eligible for Visa sponsorship
Equal opportunity employment
Medical accommodation available upon request
Drug-free workplace