Hiring: Lead Finance Analyst - WIM Finance Company: Wells Fargo Location: Charlotte, NC Job Posted Time: 2026-09-11 11:25:53 Employment Type: Hybrid Target Skills & Keywords : CFA, Financial Planning, Microsoft Excel, Microsoft PowerPoint, Wealth Management About the job Experience: •5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Required Skills: •In This Role, You Will Qualifications: •MBA, CFA, or other advanced degree preferred. •Background in Financial Planning & Analysis, corporate finance, consulting, investment banking, wealth management, or other highly analytical business environments. •Advanced technical skills, including Excel, PowerPoint, Power BI, and AI-enabled productivity tools, including Copilot and other generative AI applications. •Proven ability to synthesize large, complex datasets into clear, actionable insights and strategic recommendations. •Willingness to work on-site at stated location on the job opening. •This position offers a hybrid work schedule. •This position is not eligible for Visa sponsorship. •Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!