Lead Finance Analyst - WIM Finance

Wells Fargo•St. Louis, MO

8d•Hybrid

About The Position

Wells Fargo is seeking a Lead Financial Planning & Analysis Analyst as a critical member of the Wealth and Investment Management (WIM) Finance Consolidation team. The role supports executive-level reporting to WIM’s CEO, CFO, and other key operating committee members. The WIM Finance Consolidation (Planning & Analytics) team delivers financial reporting, competitor intelligence, and strategic analysis to support executive decision-making, business planning, external reporting, and long-term value creation across WIM. The role leads complex financial research, analysis, and reporting initiatives; provides expertise on complex financial analysis, forecasting, and economic research; and recommends strategies for forward financial planning and improvements to reporting systems. It also supports budgeting, forecasting, variance analysis and commentary, reporting reviews, presentations, and projects. The analyst evaluates complex technical challenges, maintains effective reporting delivery that meets brand and internal control standards, meets deliverables while following relevant policies and compliance requirements, and collaborates with colleagues and managers to resolve issues and achieve goals. This position offers a hybrid work schedule and requires willingness to work on-site at one of the stated locations: Charlotte, North Carolina, or Saint Louis, Missouri. The position is not eligible for visa sponsorship and is subject to FINRA background screening and ongoing regulatory obligations. Specific compliance policies may apply to outside activities and personal investing.

Requirements

5+ years of Finance experience, or equivalent demonstrated through work experience, training, military experience, education.
Willingness to work on-site at a stated job location.
Successfully complete and pass a background check prior to hire, including FINRA background screening requirements.
Meet and comply with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.
Provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired when affected by outside-activity or personal-investing compliance policies.

Nice To Haves

MBA, CFA, or another advanced degree.
Background in Financial Planning & Analysis, corporate finance, consulting, investment banking, wealth management, or another highly analytical business environment.
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 in 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 related to financial research, analysis, and reporting.
Provide advice and technical expertise on complex financial analysis, forecasting, and economic research to support management decision-making.
Research strategies and recommend forward financial planning approaches and enhancements to reporting systems.
Support budgeting analysis, forecasting analysis, variance analysis and commentary, reporting and reviews, and presentation and project preparation.
Review and analyze complex technical challenges involving multiple factors, including intangible or unprecedented factors.
Maintain effective and efficient reporting delivery that meets brand standards and internal control standards.
Meet deliverables and drive new initiatives while following applicable policies, procedures, and compliance requirements.
Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals.
Support executive-level reporting to WIM’s CEO, CFO, and other key operating committee members.
Develop competitor intelligence, market analysis, benchmarking, and industry trend assessments to support strategic decision-making.