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corporate strategy analyst

Cushman & Wakefield

<div>Job Title
Sr. Analyst, Corporate Development &amp; Strategy
Job Description Summary
This role supports the execution of M&amp;A, joint ventures and other strategic initiatives using quantitative (primary) and qualitative (secondary) analyses such as: financial modeling, detailed valuation, company due diligence, industry research, and strategic evaluation. 
 
The Strategy, Investments and M&amp;A (SIMA) team identifies and executes large platform M&amp;A transactions, and numerous add-on acquisitions, annually on behalf of the Firm. The team is also responsible for other core strategic initiatives such as firm-wide strategy, joint ventures, and platform rationalizations / improvements. The team works directly with the Firm&rsquo;s CEO, President, and Business Heads across the globe, providing members with unparalleled visibility and exposure. The small team size and large deal pipeline requires the analyst to take on significant project responsibilities from initiation to close.
Job Description
Responsibilities:
<ul><li>Analyze potential M&amp;A transactions and strategic initiatives to support senior leadership in making key decisions</li><li>
Construct detailed financial models and valuation analysis</li><li>
Perform market research and competitive analysis</li><li>
Assist with all aspects of due diligence, including identifying and quantifying sources of synergies and risk, and summarizing findings for the senior executive team</li><li>
Draft investment memos, presentations and recommendations for all stages of the deal process (sourcing to integration planning)</li><li>
Assist with the development of board materials outlining broader strategic goals and specific strategic initiatives</li><li>
Develop and maintain internal tools and processes for tracking all active, inactive, and closed deal activities and performance of venture investments</li></ul>
Qualifications:
<ul><li>1-2+ years of M&amp;A experience at a top tier investment bank</li><li>
Financial due diligence (Transaction Services / Quality of Earnings) or operational consulting experience is a plus</li><li>
Extensive experience with financial modeling and business analysis</li><li>
Track record of excellence (vis-&agrave;-vis peer group) in prior endeavors</li><li>
Demonstrated ability to work well on small deal teams</li><li>
Superior analytical and quantitative skills</li><li>
Strong writing, presentation and research abilities</li><li>
Highly motivated and able to manage multiple projects simultaneously with attention to detail and sense of urgency</li><li>
Intellectual curiosity combined with strong work ethic</li><li>
Team player with positive attitude, excellent interpersonal skills, and ability to &ldquo;manage up&rdquo;</li></ul> 

Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. 

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate&rsquo;s experience and qualifications. 

The company will not pay less than minimum wage for this role. 

The compensation for the position is: $ 106,250.00 - $125,000.00
Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email Accommodations@cushwake.com. Please refer to the job title and job location when you contact us.
INCO: &ldquo;Cushman &amp; Wakefield&rdquo;</div>

Sr. Analyst, Corporate Development & Strategy

<div>
 A24 is seeking a highly motivated Financial Analyst to join our Finance Team. This role will report into the Corporate Finance Manager and will support corporate finance initiatives (e.g. liquidity management, lender reporting, project financing) as well as new strategic projects (e.g. M&amp;A, international expansion, live entertainment).
 
 
 You will work closely with senior finance leadership and cross-functional partners across the finance, legal, production, strategy, and operations teams. This role is based in our New York office.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Forecast short-term and long-term cash flow and liquidity needs
 </li>
 <li>
 Prepare monthly and quarterly bank reporting, including borrowing base and financial covenants
 </li>
 <li>
 Collaborate with the legal, production and international teams to facilitate the closing project level financing
 </li>
 <li>
 Conduct financial analysis to support the growth of new businesses verticals (including Live Entertainment and International Expansion)
 </li>
 <li>
 Monitor capital market fluctuations and facilitate the execution of FX and interest rate hedges
 </li>
 <li>
 Prepare financial models for complex, project, co-financing structures and facilitate on-going partner relations and reporting
 </li>
 <li>
 Support M&amp;A transactions with financial analysis, valuation modeling, and financial due diligence
 </li>
 <li>
 [Integration and ongoing maintenance of finance systems and tools]
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 3+ years of experience in finance, investment banking, consulting, accounting, or a related analytical role
 </li>
 <li>
 Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field
 </li>
 <li>
 Expert-level Excel skills, including financial modeling and Power Query
 </li>
 <li>
 Management and organization of large data sets
 </li>
 <li>
 Experience with Airtable and Pigment or similar data/EPM tools is a plus
 </li>
 <li>
 Experience with debt facilities, cash flow modeling, and financial statements
 </li>
 <li>
 Ability to review contracts and identify key financial terms
 </li>
 <li>
 Exceptional attention to detail, strong organizational skills, and the ability to effectively manage multiple time-sensitive projects in a fast-paced environment.
 </li>
 <li>
 Excellent interpersonal and communication skills, with the ability to collaborate effectively across teams and present financial information to diverse audiences, including senior management.
 
 
 </li>
 </ul>
 We are looking for diverse perspectives. A24 is an Equal Opportunity Employer and encourages applications from all kinds of candidates.
 
 
 Our target salary range for this role is between $90,000 to $110,000. We do not use formal job titles internally and similarly named positions may have different compensation levels. Actual starting salary within the range will depend on various considerations, including: work experience, skills, specializations, and training. This role is also eligible for an annual performance bonus, including both cash and equity components, competitive healthcare, as well as other employee benefits.
 
 
 A24 is an acclaimed global entertainment company known for producing and distributing films, television series, documentaries, music, publishing, and consumer products. Established in New York in 2012, A24 has cultivated a library of over 150 films and 50 TV series, earning critical and commercial acclaim with more than 21 Oscars, 20 Golden Globes, and 18 Emmys. Renowned for groundbreaking hits like
 
 Moonlight, Everything Everywhere All at Once,
 
 and
 
 Uncut Gems
 
 , as well as television successes such as
 
 Euphoria, Beef,
 
 and
 
 Ramy
 
 , A24 has developed a passionate fanbase and expanded into ventures like Half Magic and the Cherry Lane Theater. Upcoming projects include
 
 Mother Mary
 
 , starring Anne Hathaway and Michaela Coel, and
 
 The Drama
 
 starring Zendaya and Robert Pattinson.
</div>

Financial Analyst, Corporate Finance & Strategy

NASDAQ

<div>We are seeking a strategic thinker to join the Corporate Strategy team and lead strategic insights for us. The position will work closely with the Strategy Leadership team in supporting the analyses and insights that help build conviction behind our long-term ambition. To that end, you will be responsible for developing and executing the strategic intelligence and insights roadmap as part of our annual strategic planning process.
Responsibilities:<ul><li>
Identify and analyze macro, industry, regulatory, and technology trends; translate insights into implications for Nasdaq&rsquo;s ecosystem and long-term strategy.</li><li>
Develop and maintain competitive intelligence on key players and ecosystem dynamics; assess competitive positioning, leverage points, platform advantages, and predictions.</li><li>
Quantify enterprise value creation opportunities including revenue and profit pools, TAM/SAM analyses, and market share capture.</li><li>
Evaluate portfolio attractiveness and performance across growth and efficiency dimensions, including ROIC considerations and capital allocation trade-offs.</li><li>
Build enterprise scenarios and strategic narratives by defining value drivers, key assumptions, and &ldquo;what we need to believe&rdquo; to achieve long-term ambition, while surfacing risks and opportunities.</li><li>
Directly present key insights to the Nasdaq Executive Leadership team, as appropriate.</li><li>
Leverage AI-enabled research methods to produce high-quality landscape assessments, market maps, and insight reports.</li><li>
Curate, summarize, and synthesize key external content (e.g., podcasts, long-form essays, analysts, conferences, think-tanks) into clear, decision-useful takeaways for leadership.</li><li>
Support the Strategy Leadership team on ad hoc analyses for corporate strategic priorities, executive debate and decision-making, and time-sensitive strategic questions.</li><li>
Lead a small team of talented strategy professionals, develop the annual intelligence roadmap, and deliver outstanding insights.</li></ul>
Qualifications:<ul><li>
10+ years in a strategic role across finance, strategy, consulting or banking.</li><li>
Analytical thinker with the ability to put complex ideas into clear frameworks.</li><li>
Demonstrable experience in structured problem solving and strategic financial modeling skills.</li><li>
Ability to synthesize complex data and information to develop insights that are well explained &ndash; strong oral and written communications skills necessary.</li><li>
An understanding of capital markets, financial services, and fintech is preferred.</li><li>
Must be proactive, resourceful, and demonstrate intellectual curiosity.</li><li>
Must have the ability to react positively in the face of uncertainty and be able to pivot quickly, if required.</li><li>
Exhibit the highest standards of integrity and be pleasant &amp; fun to work with.</li></ul>
Come as You Are
Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.
What We Offer
We&rsquo;re proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq&rsquo;s overall success.
The base pay range for this role is $172,000 - $335,000. In addition to base salary, Nasdaq provides a generous annual bonus/commission (short-term incentive), and equity (long-term incentive), comprehensive benefits, and opportunity for growth. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.
Nasdaq&rsquo;s programs and rewards are intended to allow our employees to:<ul><li>
Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15% discount, Student loan repayment program up to $10k, Company paid life and disability plans, Generous paid time off</li><li>
Prioritize Health: Comprehensive medical, dental and vision coverage, Health spending account with employer contribution, Paid flex days to support mental wellbeing, Gym membership discounts</li><li>
Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave</li><li>
Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days</li><li>
Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities</li></ul>
For more information, visit Nasdaq Benefits &amp; Rewards Career page.</div>

AVP, Strategic Insights

Uber

<div>About the Role
 
 
The Global Community Operations organization provides support to Uber customers and various partners. As autonomous vehicles (AVs) become an increasingly important part of our offering, we are seeking a highly motivated and detail-oriented Senior Strategic Planning Associate to help manage the operational rhythm and planning efforts for AV Support. This role will be critical in leading key planning cadences, driving workforce and financial tracking, and informing agent strategy decisions.
 
 
You will partner closely with cross-functional stakeholders across Finance, Operations, Product, and Community Operations to build scalable mechanisms that guide investments, headcount strategy, and performance tracking across AV Support verticals including Rider/Eater Support, Remote Vehicle Assistance, and Field Support Operations.
 
 
This role sits at the intersection of financial rigor and strategic judgment - you will build and defend the operating plan, own headcount and budget forecasting, and advise on how our support network should evolve. This is not a traditional FP&amp;A role, the right candidate brings strong financial foundations alongside the ability to form and influence business strategy.
 
 
What You'll Do
<ul><li>Lead Strategic Planning Cadences: Act as the point of contact for AV Support's mid-year and annual planning cycles, owning financial and operational components such as headcount forecasts, OKRs, and investment asks. Lead ad hoc strategic investment decisions to inform high-impact decisions in a rapidly evolving space
</li><li>Workforce and Budget Management: Own headcount planning and forecasting across Mobility CX, Delivery CX, Remote Assistance, and Field Support Ops. Track actuals vs plan and proactively flag risks and actionable recommendations. Develop cost models across support functions, including labor, vendor spend, and infrastructure investments.
</li><li>Support Agent Network Strategy Projects: Manage our network strategy - leading initiatives focused on agent footprint strategy, channel mix, automation, and enablement priorities across key functions. Build our long-term roadmap, ensuring alignment between our network strategy and evolving AV operational needs.
</li><li>Define Performance Targets &amp; Enable Decisions: Set targets and measure performance across key support metrics - ensuring robust, defensible planning assumptions and methodologies. Build executive-ready narratives translating operational plans into clear business insights.
</li><li>Partner Cross-Functionally: Collaborate with Finance, Ops, and CommOps to align on headcount, budget, and operational strategy.
</li></ul>Basic Qualifications
<ul><li>4+ years of experience in strategic finance, FP&amp;A, investment banking, corporate strategy, or management consulting
</li><li>Bachelor's degree
</li></ul>Preferred Qualifications
<ul><li>High proficiency in Excel/Google Sheets and ability to work with large data sets
</li><li>Strong track record in customer experience strategy or sales
</li><li>Experience with financial and headcount planning, preferably in a support operations or tech environment
</li><li>Proven experience in working with diverse set of functions and stakeholders in complex organizational settings
</li><li>Strong analytical and organizational skills with experience managing planning or reporting processes
</li><li>Excellent communication and stakeholder management capabilities
</li><li>Strong critical thinking skills with the ability to use data to develop strategies and make decisions quickly
</li><li>Prior exposure to autonomous vehicle programs or similar high-innovation spaces
</li><li>Strong communication and presentation skills, including experience presenting data &amp; insights to senior audiences
</li>SQL proficiency is a plus 
<li>
</li></ul> 
 
For Chicago, IL-based roles: The base salary range for this role is USD$118,000 per year - USD$131,000 per year. For New York, NY-based roles: The base salary range for this role is USD$131,000 per year - USD$145,500 per year. For San Francisco, CA-based roles: The base salary range for this role is USD$131,000 per year - USD$145,500 per year. For Washington, DC-based roles: The base salary range for this role is USD$131,000 per year - USD$145,500 per year. For all US locations, you will be eligible to participate in Uber's bonus program, and may be offered an equity award &amp; other types of comp. All full-time employees are eligible to participate in a 401(k) plan. You will also be eligible for various benefits. More details can be found at the following link https://jobs.uber.com/en/benefits.</div>

Senior Associate, AV Support Strategic Planning

GrapevineAI

<div>Grapevine is now a part of New Engen. Please apply for this position via our updated job posting. 
 
This is an on-site role in New York, NY for immediate hire. Open to Senior candidates as well.
What is Your Role?
As a Creative Strategy Analyst, you are responsible for managing the campaign direction for multiple, high priority, clients. You plan (ideate) and prepare (brief writing) compelling visual and written content end to end with a polished finish. Your creative and content enhances our clients&rsquo; paid media performance (Meta, TikTok, YouTube, and more) with measurable results across a portfolio of brands. You come packed with ideas for net new campaigns, as well as optimization ideas to help improve performance.
As an individual, you love products and are passionate about consumer brands, particularly in the realm of wellness, beauty, pet care, apparel, and CPG. You have a keen sense of what consumers are looking for, and know how to deliver a point with a punch. You bring excitement, genuine curiosity, and a product-testing mentality. You think big and can distill dense information into singular, important ideas that are easily digestible for audiences.
Your work will include all aspects of planning visual whitelisted content that will appear in ad campaigns before millions of viewers. You will prepare engaging creative briefs that guide designers into executing compelling videos and static ads related to the brands you already love. You will carefully create actionable creative briefs in a manner that is on tone with brand guidelines, while maintaining an authentic and trustworthy voice. A born communicator, your collaboration skills are as sharp as your attention to detail.
Key Responsibilities For This Role:
This role is perfect for someone who is highly strategic, consumer-obsessed, and passionate about producing effective content that sells. A creative mindset is a must and applicants should know what makes a winning ad for clients across a breadth of industries.
This role is responsible for end-to-end ownership of creative and content performance. Main tasks include, but are not limited to:<ul><li>
Ideation and development of needle-moving creative &amp; content that speaks to a brand&rsquo;s needs via market research and content analysis</li><li>
Understanding and driving business goals, including performance revenue, while constantly innovating new creative &amp; content types</li><li>
Brief preparation for content creators (audio, video, and photographic) that includes creating scripts, hooks, and shot lists for static and video content with high aesthetic standards</li><li>
Brief preparation for writers (written) that ensures delivery of compelling and direct-response optimized advertorials</li><li>
Post-production brief preparation for internal editing teams using raw visual assets and visual storyboards that guide the look of the final video and static creatives</li><li>
Creation of snappy and compelling ad text overlay</li><li>
Using analytics (CPA, ROAS, CTR, CVR, etc.) to optimize creative &amp; content to improve performance of campaigns post-launch. This includes helping ideate on new creative iterations and optimizing advertorial landing pages hosted on Grapevine&rsquo;s publisher sites to increase conversion</li><li>
Cross functional collaboration with the Brand Success and Graphic Design teams in a supportive capacity</li></ul>
What You'll Bring:
Content: Execution Expert<ul><li>
Bachelor&rsquo;s degree or equivalent experience</li><li>
1-3 years experience in creative strategy across visual advertising (video and photo) in the DTC/ecomm space</li><li>
Experience with video content: storyboarding, call-to-actions, hooks</li><li>
Experience with image editing software (e.g. Figma, Canva)</li><li>
Experience with video editing software (e.g. CapCut, Adobe Premiere)</li><li>
Experience working in a task management platform (e.g. Asana, Monday) is strongly preferred</li></ul>
Business Ownership: Goal Crusher<ul><li>
Business savvy: you get the market, trends, competitive forces, content, and technology</li><li>
Entrepreneurial mindset: you thrive in a place where change, ambiguity and action orientation are the norms. You work with speed and efficiency.</li><li>
Builder: a blank canvases excite you; you enjoy the process of making something and iterating it into a winning concept</li></ul>
Organization &amp; Communication: Exceptional Focus<ul><li>
Project-management: organized, proactive, disciplined, detail-oriented, and relentless in getting things done with the ability to successfully manage multiple projects/deadlines simultaneously in a fast-paced environment</li><li>
Impeccable communication: you can distill and convey information in a compelling manner and have exceptional visual and written skills with a strong attention to detail</li></ul>
Team work: Develops Others<ul><li>
Highly collaborative: you possess the ability to build strong relationships with internal and external stakeholders with a positive attitude and enthusiastic mindset</li><li>
Fun: take your work seriously but never yourself, you&rsquo;re able to laugh and play while at work</li></ul>
Benefits:<ul><li>
Competitive salary with bonus</li><li>
100% Medical, Dental, and Vision personal coverage</li><li>
401(K) with Match</li><li>
Regular team events and offsites</li><li>
Collaborative, innovative creative team</li><li>
Accelerated growth opportunities</li><li>
Generous PTO</li></ul>
lBTu0PDJsE</div>

Creative Strategy Analyst

Wells Fargo

<div>The Corporate &amp; Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com. 
 
 
 
About this role: 
 
Wells Fargo is seeking an Analyst to support the Portfolio Strategy &amp; Credit Administration and Capital Optimization &amp; Returns teams within the Corporate &amp; Investment Bank (CIB). This role plays a key part in managing the CIB credit portfolio, evaluating capital deployment, and supporting leadership with high-quality insights and materials. 
 
This unique opportunity provides exposure from both a risk management/strategy as well as business capital and returns perspective. The Analyst will collaborate with partners across Coverage, Underwriting, Corporate Treasury, Finance, and Enterprise Risk to support disciplined portfolio management, strategic growth strategy, and improved returns. 
 
This position is suited for individuals with strong analytical skills, exceptional Excel and PowerPoint capability, and an interest in capital, credit, and portfolio strategy. 
 
In this role, you will support: 
 
Capital Optimization
<ul><li>Assist in evaluating return on capital for new and existing transactions</li><li>
Utilize profitability and pricing tools to assess capital efficiency</li><li>
Support efforts that improve capital deployment, enhance return frameworks, and strengthen data quality</li></ul> 

Portfolio Strategy &amp; Credit Administration
<ul><li>Monitor portfolio trends, credit policy exceptions, industry exposures, and emerging risk themes</li><li>
Assist in regulatory reporting processes, limit framework tracking, and enterprise-wide portfolio routines</li><li>
Support review and control processes for the CIB-Banking portfolio</li></ul> 

Analytics, Reporting &amp; Presentation
<ul><li>Assist with the creation and maintenance of standardized reporting, dashboards, and recurring analytics for portfolio performance, capital usage, industry trends, and asset quality</li><li>
Analyze client-level, industry-level, and portfolio-level data to support capital allocation, RWA assessments, regulatory capital considerations, return analyses, and inherent risk management</li><li>
Support production of polished, executive-ready PowerPoint presentations for senior management, capital and risk committees, and cross-functional forums</li><li>
Assist on materials related to spread performance, loan origination trends, repricing, and macro portfolio outcomes</li></ul> 

Cross-Functional Collaboration<ul><li>
Partner with Underwriting, Treasury, Coverage, Finance, and Risk to gather inputs and create materials for transaction and portfolio reviews</li><li>
Participate in cross-functional initiatives aimed at enhancing portfolio monitoring, standardizing analytics, and improving reporting infrastructure</li></ul>
Required Qualifications:
<ul><li>6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul>
Desired Qualifications:
<ul><li>Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts</li><li>
Familiarity with portfolio management practices, RWA methodologies, or profitability frameworks</li><li>
Experience working with large datasets or reporting/BI tools</li><li>
Interest in developing expertise in capital optimization, portfolio strategy, and credit risk</li><li>
Advanced Excel skills (modeling, financial calculations, data analysis)</li><li>
Advanced PowerPoint skills with the ability to produce executive-ready presentations</li><li>
Strong analytical and problem-solving skills</li><li>
Familiarity with AI prompting techniques</li><li>
Excellent verbal, written, and interpersonal communication skills</li><li>
Ability to effectively interact with senior leaders and cross-functional partners</li><li>
Ability to work independently, manage multiple priorities, and collaborate across teams</li><li>
Strong organization and prioritization skills with ability to meet deliverables in a fast-paced, deadline driven environment</li></ul>
Job Expectations:<ul><li>
Willingness to work on-site in accordance with current office requirements</li><li>
Visa sponsorship is not available</li><li>
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required</li><li>
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.</li><li>
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.</li></ul>
Posting Locations: 
 
Charlotte, NC: 550 S Tryon 
New York, NY: 30 Hudson Yards 
 
Base Salary NC and NY: 
 
Base pay range: $100,000-110,000 
 
Pay Range 
 
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. 
$90,000.00 - $150,000.00 
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.<ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul>
Posting End Date: 
16 Apr 2026 
<ul><li>Job posting may come down early due to volume of applicants.
</li></ul> 
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.</div>

Analyst, Corporate Banking - Capital & Portfolio Management

Archwest Capital

<div>
 
 
 SENIOR ANALYST | FINANCIAL PLANNING &amp; ANALYSIS
 
 
 
 Salary $130,000-$155,000
 
 
 Reports to: Vice President, Financial Planning &amp; Analysis
 
 
 
 
 
 
 Position Overview:
 
 
 
 The Senior Financial Analyst (FP&amp;A) plays a critical role in driving financial performance, budgeting, forecasting, and business planning. This position partners closely with Accounting, Capital Markets, and business leaders to deliver actionable financial insights, support strategic initiatives, and enhance decision-making.
 
 
 This role bridges execution and strategy&mdash;owning complex financial analyses while contributing to long-term planning and organizational growth.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 Strategic Planning &amp; Financial Analysis
 
 
 <ul>
 <li>
 Support the development and execution of financial planning, budgeting, and forecasting processes.
 </li>
 <li>
 Provide forward-looking financial insights and recommendations to leadership.
 </li>
 <li>
 Support strategic initiatives, capital allocation, and investment decisions to maximize value creation.
 </li>
 <li>
 Collaborate with Accounting and Capital Markets to ensure alignment across financial strategy and execution.
 </li>
 </ul>
 
 
 
 
 
 Financial Analysis &amp; Performance Management
 
 
 <ul>
 <li>
 Develop and monitor key performance indicators (KPIs) to track financial and operational performance.
 </li>
 <li>
 Analyze business trends, market dynamics, and internal data to identify risks and opportunities.
 </li>
 <li>
 Build and maintain complex financial models to support decision-making and scenario planning.
 </li>
 <li>
 Conduct variance analysis, risk assessments, and performance reviews across business units.
 </li>
 <li>
 Drive productivity and cost-efficiency initiatives in partnership with cross-functional teams.
 </li>
 </ul>
 
 
 
 
 
 Budgeting, Forecasting &amp; Reporting
 
 
 <ul>
 <li>
 Lead components of the annual budgeting process, long-term planning, and rolling forecasts.
 </li>
 <li>
 Prepare and present financial reports, insights, and recommendations to senior leadership.
 </li>
 <li>
 Ensure accuracy, consistency, and transparency in financial reporting.
 </li>
 <li>
 Enhance FP&amp;A processes through automation, systems improvements, and best practices.
 </li>
 </ul>
 
 
 
 
 
 Cross-Functional Collaboration
 
 
 <ul>
 <li>
 Partner with Accounting to ensure financial integrity, compliance, and reporting alignment.
 </li>
 <li>
 Collaborate with Capital Markets on liquidity planning, debt financing, and investment strategies.
 </li>
 <li>
 Act as a trusted financial advisor to business unit leaders to support operational decisions.
 </li>
 <li>
 Mentor junior analysts and support knowledge sharing across the team.
 </li>
 </ul>
 
 
 
 
 
 Competencies &amp; Skills
 
 
 <ul>
 <li>
 Solid understanding of financial statements, GAAP principles, and investment analysis.
 </li>
 <li>
 Experience working cross-functionally with Accounting and Capital Markets teams.
 </li>
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 Advanced analytical, strategic thinking, and problem-solving capabilities.
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 Strong communication and presentation skills, with the ability to influence stakeholders.
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 Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
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 <li>
 Experience with ERP systems, financial planning tools, and business intelligence platforms.
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 Advanced proficiency in Microsoft Office Suite (Excel and PowerPoint required).
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 High attention to detail with a proactive and solution-oriented mindset.
 </li>
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 Ability to work independently while contributing to a collaborative team environment.
 </li>
 </ul>
 
 
 
 
 
 Education &amp; Experience:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).
 </li>
 <li>
 5&ndash;8 years of experience in FP&amp;A, corporate finance, investment banking, or consulting.
 </li>
 <li>
 Experience in a high-growth or fast-paced environment preferred.
 </li>
 </ul>
 
 
 
 
 
 Accessibility:
 
 
 
 At Archwest, we provide healthcare (medical, dental, vision), 401(k) and more. We will also make reasonable accommodations to enable individuals with disabilities to perform essential functions
 
</div>

Sr. Financial Analyst

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