layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

Sr. Business Aligned Finance Analyst - Corporate Finance Advisory at Wells Fargo | LAYIQ

Assess business performance and competitive positioning; identify financial improvement opportunities
Perform ad hoc analyses in support of key deliverables related to profitability/other key metric comparisons, business strategy, valuation and capital positioning vs competitors
Support Finance executive leadership on high-profile presentations, including Board and Investor Relations materials
Build and maintain financial models and recurring reporting packages
Partner and support core FP&A deliverables where needed: ad hoc analysis for executive meetings, Budget and Forecast reviews, management reporting, and actual-vs-plan variance analysis with driver commentary
Leverage AI-enabled tools (e.g., Copilot, GenAI platforms, ROGO, automation scripts) to accelerate data aggregation and enhance analytical work across ad hoc and recurring deliverables, improving turnaround speed and analytical depth
Support improvements to Finance methodologies and infrastructure
Support senior management discussions via key workstreams
Required Qualifications: 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications: Experience within finance, FP&A, investment banking, strategy, or related roles covering the financial services industry
Familiarity with regulatory capital rules, liquidity standards, and asset/liability management practices
Proven ability to synthesize complex data into actionable insights for senior leadership; Visual/verbal data trend presentation preparation for management reporting
Strong analytical skills specifically related to assembling and interpreting financial analyses to support deliverables across CFA and FP&A related to planning, forecasting, management reporting, and variance analysis
Bachelor’s degree in Finance, Accounting, Economics, or related field
Advanced Microsoft Excel & PowerPoint skills: financial modeling and proficiency creating presentations suitable for executive management
Familiarity with AI/GenAI tools and their practical application to financial analysis, modeling, or reporting automation (e.g., Excel Copilot, LLM tools like Rogo Felix, Python-based automation) a plus
Familiarity with enterprise planning systems (e.g., Oracle Hyperion Essbase), data visualization tools (e.g., Power BI, Tableau), Excellent verbal, written, and interpersonal communication skills
Job Expectations: This position offers a hybrid work schedule from our 150 E. 42nd Street, New York City, NY location.
Relocation assistance is not available for this position
This position is not eligible for Visa sponsorship

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date: 10 Oct 2026 * Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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Sr. Business Aligned Finance Analyst - Corporate Finance Advisory

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