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Investment Banking Industry Coverage CFO Team

AT Wells Fargo
Wells Fargo

Investment Banking Industry Coverage CFO Team

New York, NY

About this role:

Wells Fargo is seeking a Lead Finance Analyst to support our Investment Bank Industry Coverage Team. This team plays a pivotal role in delivering strategic and innovative financial support to each of the industry aligned sales teams. We are seeking an experienced and strategically minded person to join our dynamic team and drive financial analysis, insights, and strategic partnership to our Industry teams.

As a member of the Investment Banking Industry Coverage CFO team, you will be responsible for leading and overseeing strategic financial analysis for a range of key industries. You will collaborate with senior bankers, product specialists, and key stakeholders to provide in-depth financial analysis, financial statement development and analysis, and contribute to high-level strategic decisioning. This role demands a strong understanding of financial analysis, strategic partnership, and the ability to interpret and synthesize financial data in the context of the investment banking industry coverage landscape.

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In this role, you will:
  • Drive strategic decision making in partnership with Industry Group Heads and senior bankers
  • Work closely with Industry Group Heads to build trusted advisor status by providing financial insights specific to sectors such as technology, healthcare, energy, consumer products and more. Understand industry trends and financial market conditions to inform strategic decisions.
  • Collaborate with business and the CFO team members to deliver integration of financial reporting and analysis activities related to Industry Group and client profitability analysis to facilitate decision making.
  • Oversee the preparation of financial presentations and internal analysis for Industry Group Heads, ensuring accuracy, clarity and alignment with strategic goals
Required Qualifications:
  • 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Experience supporting Investment or Corporate Banking Finance
  • Proven ability to influence senior leaders and drive business decisions
  • Strong FP&A background
  • Ability to interpret data, synthesize and make recommendations to leaders
  • Experience driving strategic initiatives and identifying opportunities for growth
  • Excellent verbal and written communication skills
Job Expectations:
  • This position offers a hybrid schedule in the locations posted
  • This role is not eligible for Visa sponsorship
Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$111,100.00 - $237,100.00
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:
2 Jan 2025
* Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

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.

Client-provided location(s): New York, NY, USA
Job ID: WellsFargo-R-415826-1
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • FSA
    • HSA
    • Mental Health Benefits
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Return-to-Work Program
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Performance Bonus
    • Stock Purchase Program
  • Professional Development

    • Tuition Reimbursement
    • Access to Online Courses
    • Internship Program
    • Associate or Rotational Training Program
    • Promote From Within
    • Mentor Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program
    • Unconscious Bias Training

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