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Senior Business Aligned Finance Analyst
Wells Fargo. Partner with Regional Bank Directors to drive business growth by connecting business drivers to financial outcomes .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial analysis, forecasting, and reporting skills, with advanced proficiency in Excel and PowerPoint. Capable of providing strategic insights and recommendations while collaborating with leadership to enhance operational efficiency and compliance.
Highest-signal resume keywords
Financial AnalysisForecastingReportingExcel ProficiencyPowerPoint Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisForecastingReportingFinancial Statement InterpretationData-Driven RecommendationsContinuous ImprovementAnalytical SkillsProblem-SolvingStaffing Model ImplementationRisk and Compliance Management
Soft Skills
Relationship BuildingCommunicationAttention to DetailAdaptabilityCollaboration
Tools & Technologies
ExcelPowerPointEssbaseDimensionalPower BI
Industry Keywords
Financial Performance MetricsExecutive-Level ReportingOperational PerformanceWorkforce OptimizationMatrixed Environment
About the role
Key responsibilities & impact- Partner with Regional Bank Directors to drive business growth by connecting business drivers to financial outcomes
- Identify risks and opportunities and recommend best practices across the organization
- Analyze financial and operational performance metrics
- Develop executive-level reporting and presentations
- Provide insights into business results and trends
- Collaborate with leadership and cross-functional partners to enhance operating models and support strategic initiatives
- Deliver data-driven recommendations
- Serve as the finance lead for branch staffing
- Partner with Field Leaders, Recruiting, and HR to monitor workforce needs and optimize staffing strategies
- Lead implementation and evolution of staffing models
- Streamline processes, strengthen controls, and identify continuous improvement opportunities
- Support forecasting, financial planning, reporting, GL research, organizational structure integrity, and ad hoc analyses
- Act as a trusted advisor to senior leadership by providing financial expertise, strategic analysis, and actionable business insights
- Follow applicable 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
- Strong financial analysis, forecasting, and reporting skills
- Ability to interpret financial statements and key business performance metrics
- Proven ability to consult and build relationships with Executive leaders
- Advanced proficiency in Excel and PowerPoint
- Experience using financial reporting, database querying, or analytical tools such as Essbase, Dimensional, Power BI, or similar
- Ability to manage multiple priorities in a fast-paced, matrixed environment
- Strong attention to detail and accuracy
- Exceptional analytical, problem-solving, communication, and continuous improvement skills
- Ability to leverage AI-enabled tools to enhance efficiency and decision-making
- Compliance with applicable outside activities and personal investment policies if hired
- Direct representation of own experiences during the recruiting and hiring process
Benefits
Comp & perks- Equal opportunity employment
- Medical accommodation available upon request
- Drug-free workplace
- Risk and compliance support programs