Lead Finance Analyst - WIM Finance

Wells Fargo•St. Louis, MO

2d•Hybrid

About The Position

Wells Fargo is seeking a Lead Financial Planning & Analysis Analyst who will be a critical member of the Wealth and Investment Management Consolidation team supporting executive level reporting to WIM’s CEO/CFO and other key operating committee members within the Finance organization. The WIM Finance Consolidation (Planning & Analytics) team delivers insightful financial reporting, competitor intelligence, and strategic analysis to support executive decision-making, business planning, external reporting, and supports long-term value creation across WIM.

Requirements

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

Nice To Haves

MBA, CFA, or other advanced degree preferred.
Background in Financial Planning & Analysis, corporate finance, consulting, investment banking, wealth management, or other highly analytical business environments.
Experience developing executive-level reporting, presentations, and insights for senior leaders, including CFO, CEO, and Operating Committee audiences.
Experience conducting competitor intelligence, market analysis, benchmarking, and industry trend assessments to support strategic decision-making.
Advanced technical skills, including Excel, PowerPoint, Power BI, and AI-enabled productivity tools, including Copilot and other generative AI applications.
Proven ability to synthesize large, complex datasets into clear, actionable insights and strategic recommendations.

Responsibilities

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.