Lead Finance Analyst

About this role:

Wells Fargo is seeking a Lead Financial Aligned Analyst

In this role, you will:

• Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance for a specific business unit, division, or product

• Provide companywide advice and technical expertise on matters related to complex financial analysis as well as economic research in support of management decision making functions

• Research strategies and make recommendations for forward financial planning in support of line of business goals

• Provide support and influence in the management of product pricing, portfolio performance, closing research and validation

• Review and analyze multi-faceted technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors

• Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards

• Lead implementation of complex initiatives impacting multiple lines of business companywide

• Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements

• Strategically collaborate and consult with peers, colleagues and mid-level to senior managers in finance and in a given line of business to resolve issues and achieve goals

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:

• CA / CWA / MBA / Postgraduate in Accounting, Finance or Business Administration
• Collect, centralize and consolidate the data from different source and present it to market leaders for business decision making.
• Collaborated with various market and regional heads on daily basis for producing various metrics for business review.
• Strong PowerPoint and Excel skills required.
• Strong communication skills required for a regular connect with senior leaders.
• Exposure to key accounting tools like Oracle Financials, Essbase and Alteryx / Power BI.
• Strong time management skills and ability to meet deadlines.
• Strong analytical and critical thinking skills and ability to prepare and present analysis and recommendations
• Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
• Ability to translate and present complex guidance and 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
• Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others
• Sense of urgency, passion for results, and personal accountability for achievement
• Strong controls background and mindset
• Ability to influence and partner with senior business leaders to gain commitment to accomplish business goals
• Comfortable to work in Rotational shifts including Night shift.

Job Expectation:

• Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance for a specific business unit, division, or product
• Oversee and coordinate all forecasting functions in collaboration with the Forecasting Team, including the management of balances, net interest margin (NIM), expenses, and full-time equivalents (FTE).
• Develop and present data visualizations using PowerPoint and other tools, transforming complex financial data into clear, actionable insights for stakeholders.
• Provide expertise in Profit view (PV) and support pricing strategies to optimize business outcomes.
• Execute ad hoc projects for Sub Business Leaders, delivering timely and accurate results to support business decision-making.
• Collaborate with Domestic Leads to implement a “follow the sun” operational model, ensuring continuous support and seamless handoffs across global teams.
• Coach and mentor members of the Global Finance Analyst pool, fostering skill development and knowledge sharing within the team.
• Adapt to evolving responsibilities as reporting processes become automated; leverage Reporting and Analytics dashboards or transition tasks to FAPs to enhance finance operations and address skill gaps.
• Assess costs/revenue against forecasts and provide comprehensive variance analysis to stakeholders.
• Conduct thorough research and analysis of financial and operational data; collaborate with business partners to interpret findings.
• Collect and validate financial information, address complex issues, and perform advanced analyses.
• Perform sophisticated variance and trend analysis; advise business partners on financial policy matters.
• Reconcile, consolidate, and analyze data through scenario and sensitivity analysis to establish key performance metrics.
• Monitor KPI trends, investigate unexpected variances, and review financial indicators.
• Analyze results, prepare detailed reports, and conduct commercial evaluations.
• Develop and manage predictive models to forecast financial outcomes.
• Provide strategic recommendations and actively participate in strategic planning discussions.
• Examine economic, headcount, and year-to-date trends for variance analysis purposes.
• Propose innovative solutions to streamline and enhance processes.

Posting End Date: 

*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.

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.

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.