Wells Fargo · 11 hours ago
Allocations Senior Business Aligned Finance Analyst
Irving, TX
Full-time
Onsite
Mid, Senior Level
4+ years expWells Fargo is seeking an Allocations Senior Business Aligned Finance Analyst to join the Enterprise Functions Finance team. This role is responsible for delivering accurate financial reporting and analyzing expense allocations to support business leaders and strategic partners.
BankingFinancial ServicesFinTechInsurancePayments
Responsibilities
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
Qualification
Required
4+ years of Finance experience, or equivalent demonstrated through work experience, training, military service, or education
Preferred
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
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
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