Senior Lead Finance Analyst - Branch Banking

About this role:
Wells Fargo is seeking a Senior Lead Finance Analyst to own and elevate branch production forecasting and analytics for our national branch network. In this highly visible role, you'll shape the story for branch sales across multiple product lines. This role is for delivering insights that influence strategy, drive growth, and support executive decision-making. As the go-to finance partner for our sales leaders who rely on clear, data-driven narratives that illuminate banker productivity and account production trends. Additionally, you will be responsible for developing business cases and ad-hoc analysis that will accelerate results within the branch channel.
In this role, you will:
Own Reporting, Forecasting & Analysis:

• Lead end-to-end reporting, forecasting, and analysis of account production for Consumer deposits & lending products and investment referrals

• Develop and maintain robust analytics, metrics and reporting to drive insights and improved financial outcomes
• Design, build and maintain data-driven business cases to evaluate strategic and financial outcomes
• Support the business with incentive compensation design and complete modeling and reporting on incentive plans

Executive Storytelling:

• Prepare and present executive-level materials that clearly communicate production forecasts/trends, key drivers of performance, and incentive compensation outcomes to leadership
• Advise senior leaders on key growth strategies balancing cost and revenue

Integration & Collaboration:

• Build strong relationships and partner closely with teammates and other key stakeholders, including Branch strategy teams, line of business product teams, and Finance to drive results and execute deliverables
• Develop expertise in reporting that meets brand and internal control standards
• Resolve issues and achieve goals through collaboration and consultation with peers, colleagues, and managers

Process Improvement & Automation:

• Champion process improvement initiatives focused on automating and streamlining forecasting and reporting workflows
• Introduce new ideas and challenge the status quo to drive efficiency and quality in reporting and analysis

Required Qualifications, US:

• 7+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Effective communication skills with senior leaders, both written and verbal
• Ability to prepare management level presentations
• Strong analytical skills with high attention to detail and accuracy
• P&L financial management and forecasting experience
• Experience with Essbase and emerging AI technologies (Copilot, etc.) familiarity with Microsoft Office, advanced in Excel and PowerPoint is preferred
• Ability to execute in a fast paced, high demand environment while balancing multiple priorities
• Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to synthesize data work with ambiguity and make recommendations to executive leaders

Job Expectations:

• This position offers a hybrid work schedule from our Charlotte, NC (550 S. Tryon St. or 11625 N. Community House Road), Minneapolis, MN, Des Moines, IA or Irving, TX locations.
• Relocation assistance is not available for this position.
• This position 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 demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$159,000.00 - $279,000.00
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.

• 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:
9 Aug 2026
* Job posting may come down early due to volume of applicants.
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.
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