About this role:

Wells Fargo is seeking a Lead Finance Analyst within Business Finance, to support the Middle Market Banking (“MMB”) business within Wells Fargo Commercial Banking. The position will work closely with Division and Industry Leaders as well as the broader Finance team supporting a matrixed environment as part of a team over a large geographic footprint. A successful candidate will thrive in a fast paced, data driven, business environment that values innovation, analytical thinking, and creative problem solving.

In this role, you will:

• 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.

Required Qualifications:

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

De​sired 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

Job Expectations:

• This position offers a hybrid work schedule

• This position is not eligible for Visa sponsorship

• Must be able to work on-site

Specific compliance policies may apply regarding outside activities and/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 .

Posting End Date:

14 Mar 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

Req Number: R-431442