Senior Business Aligned Finance Analyst - Business Banking

Wells Fargo Bank•Charlotte, NC

12h•Hybrid

About The Position

Wells Fargo is seeking a Senior Business Aligned Finance Analyst to provide critical financial support for Business Banking Sales. This role serves as a key partner to Sales, Product, Analytics, and Finance leaders, driving transparency into business performance through reporting, forecasting, and strategic analysis across lending and deposit products. The successful candidate will own banker channel productivity reporting, production forecasting, and performance analysis, delivering insights that support business planning and decision-making. Responsibilities include developing volume and productivity forecasts, evaluating performance drivers, supporting staffing and headcount planning, managing personnel expense analysis, and contributing to broader sales-related initiatives. This role offers significant exposure to senior leadership and the opportunity to influence business outcomes through data-driven insights, strong stakeholder partnership, and continuous process improvement.

Requirements

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

Nice To Haves

P&L financial management and forecasting experience.
Strong experience working with Essbase and Microsoft Office.
Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others.
Strong analytical skills with high attention to detail and accuracy.
Ability to execute in a fast paced, high demand environment while balancing multiple priorities.
Effective communication skills with senior leaders, both written and verbal.
Ability to prepare management level presentations.

Responsibilities

Own Reporting, Forecasting & Business Analysis: Own weekly and monthly banker channel production reporting across lending and deposit products for the Business Banking Sales organization. Develop volume and productivity forecasts, analyze business performance drivers, and translate results into actionable insights for senior Sales and Finance leaders. Monitor production trends and key performance indicators to identify risks, opportunities, and emerging business themes.
Deliver Leadership Insights & Decision Support: Prepare reporting, analysis, and executive-level materials that clearly communicate production trends, productivity performance, and business outcomes. Support strategic decision-making through financial analysis related to banker staffing, capacity planning, headcount forecasting, and personnel expenses. Provide analytical support for broader sales, finance, and business initiatives.
Foster Integration & Collaboration: Serve as a key liaison across Finance, Product, Sales, and Analytics teams to drive consistency in reporting, forecasting, and performance measurement. Build strong partnerships with stakeholders to understand business objectives, align on key metrics, and deliver actionable solutions. Resolve issues and achieve goals through collaboration, consultation, and influence across a broad network of partners.
Drive Process Improvement & Automation: Identify opportunities to streamline, automate, and enhance recurring reporting and forecasting processes. Drive continuous improvement initiatives that strengthen reporting quality, analytical rigor, and operational efficiency. Challenge existing processes and introduce new ideas that improve scalability, transparency, and business insight.