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About this role:
Wells Fargo is seeking a Lead Business Banking FP&A Analyst to join the Business Banking group within Finance. Learn more about the career areas and lines of business at wellsfargojobs.com. This position will provide financial planning, forecasting, reporting, and analytical support to executive leadership and play a key role to deliver actionable insights that drive growth, profitability, and operational efficiency. The Lead Analyst is responsible for owning the full end-to-end Business Banking segment financial story, financial forecasting, performance reporting, business case development, variance analysis, and executive-level reporting that support strategic decision-making across the Business Banking organization.
In this role, you will:
Lead complex initiatives on matters related to financial research, analysis, and reporting.
Make decisions in multi-faceted situations, providing advice and technical expertise on matters related to complex financial analysis and forecasting as well as economic research in support of management decision making functions.
Research strategies and make recommendations for forward financial planning as well as enhancing reporting systems to support the production of financial reporting and analysis.
Provide support to more experienced professionals in the management of budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting and reviews, and presentation and project preparation.
Review and analyze complex 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.
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 managers 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:
5+ years of FP&A, corporate finance, or related analytical experience.
Proven expertise in budgeting, forecasting, financial modeling, and variance analysis.
Advanced Microsoft Excel and PowerPoint skills.
Strong business acumen with the ability to partner effectively across multiple stakeholders and influence decision-making.
Experience preparing executive-level presentations and communicating complex financial concepts to senior leadership.
Demonstrated track record of identifying business insights, improving processes, and driving strategic outcomes.
Bachelor’s degree in Finance, Accounting, Economics, or a related discipline; MBA, CPA, or CFA preferred.
Job Expectations:
Willingness to work on-site at stated location on the job opening.
This position offers a hybrid work schedule.
This position is not eligible for Visa sponsorship.
Posting Locations:
550 S Tryon St, Charlotte, NC
Posting End Date:
8 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.
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.
