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Wells Fargo

VP/Lead Finance Analyst Commercial Bank Financial Planning and Analysis

Posted 6 Days Ago
Be an Early Applicant
Hybrid
2 Locations
100K-163K Annually
Senior level
Hybrid
2 Locations
100K-163K Annually
Senior level
Wells Fargo is seeking a VP/Lead Finance Analyst in the Commercial Bank Financial Planning and Analysis (FP&A) team. Reporting to the Head of FP&A, this role will work closely with the Commercial Bank CFO and the Commercial Bank leadership team to drive decision-making that is aligned to both the strategy and financial performance of the business.
In this role, you will:
  • Lead financial analyses on a variety of topics which may include: business / product profitability, business strategy, competitor positions and deliver clear/concise recommendations for leadership decision making
  • Lead development of executive level presentations for business review meetings with Wells Fargo CEO and CFO
  • Collaborate with CB Finance leaders to build financial analysis to support CB's strategic plan and annual budget and develop metrics and reporting to track progress against long term objectives
  • Demonstrate technical expertise on matters related to financial reporting and forecasting as well as economic research in support of management decision making functions
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:
  • 5+ years of experience in Financial Planning and Analysis, Strategy, Investment Banking or Management Consulting, associate level experience in Investment Banking preferred
  • Experience creating presentations via PowerPoint and presenting to senior leaders
  • Ability to synthesize data and make recommendations to senior leaders
  • Strong verbal and written communication skills and attention to detail
  • Understanding of Commercial Banking business and financials
  • Advanced knowledge of Excel, PowerPoint
  • Working knowledge of Essbase and other forecasting tools
  • Advance degree such as MBA, CFA or CPA
Job Expectations:
  • This position offers a hybrid work schedule and is posted in Charlotte, NC; and Dallas, TX.
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.
$100,000.00 - $163,000.00
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:
8 Dec 2025
* 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.

Top Skills

Essbase
Excel
PowerPoint

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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