Full-Time

Lead Finance Analyst

Middle Market Banking

Posted on 3/12/2025

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

No salary listed

Senior

No H1B Sponsorship

Charlotte, NC, USA

This position offers a hybrid work schedule, meaning it requires some days in-office.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Risk Management
Business Analytics
Business Strategy
Financial Modeling
Requirements
  • 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
  • Pro-actively support the Line of Business (LOB) leadership from a finance perspective, including providing consultative financial support and business analytics to enable business strategy, activities and initiatives.
  • Ensure proper risk management and stewardship of sound financial and operational internal controls and processes.
  • Build relationships with business division leaders and functional support leaders.
  • Offer cross-business line support as needed with respect to Financial subject matter expertise.
  • Ensure proper preparation of financial materials for operating reviews and reports; provide financial support for projects and other ad-hoc financial analysis
  • Review and present monthly financial statements to understand business drivers causing variances to prior periods and forecast.
  • Develop, design, implement and modify financial models and tools for business analysis; anticipating issues based on knowledge of business trends and assisting with direction and solutions.
  • Lead a team of junior analysts with day-to-day oversight of their work product and hold primary responsibility for the successful completion of deliverables
  • Train, coach and mentor junior team members.
  • Partner with Controllers Group to ensure properly stated financials.
Desired Qualifications
  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting
  • 3+ years deposit pricing experience
  • 3+ years of consultative business analysis experience
  • 3+ years of leadership experience including coaching, training, and mentoring
  • Financial reporting experience
  • Experience with applying, executing, reviewing controls or assurance with business processes
  • Experience with Hyperion Essbase, Business Objects, or other data management, reporting and query tools
  • Ability to influence, partner, and negotiate with senior business leaders to gain commitment to accomplish business goals
  • Ability to translate and present complex data in a manner that educates, enhances understanding, and influence decisions
  • Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing processes
  • Strong critical thinking and analytical skills

Wells Fargo provides a variety of financial services, including banking, mortgages, investing, and credit solutions for individuals, small businesses, and commercial clients. The company operates mainly in the United States and serves millions of customers through its branches, ATMs, and online platforms. Its products work by generating revenue through interest from loans, fees for banking services, and commissions from investment products. What sets Wells Fargo apart from its competitors is its focus on personalized financial solutions and its commitment to financial education, helping customers manage their finances effectively. The goal of Wells Fargo is to assist clients in achieving their financial objectives by offering tailored services and resources.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital banking enhances Wells Fargo's digital platform opportunities.
  • Interest in ESG investing allows Wells Fargo to offer sustainable financial products.
  • Fintech partnerships enable Wells Fargo to enhance technological capabilities and innovation.

What critics are saying

  • Increased competition in the credit facility market may reduce Wells Fargo's market share.
  • Overexposure to the self-storage sector could pose risks if the sector declines.
  • Large corporations raising capital through share sales may impact Wells Fargo's loan revenue.

What makes Wells Fargo unique

  • Wells Fargo offers a wide range of tailored financial solutions.
  • The company emphasizes financial education and security for its customers.
  • Wells Fargo has a strong presence in the U.S. with extensive branch and ATM networks.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance

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