Senior Lead Finance Analyst - Branch Banking

Wells Fargo•Minneapolis, MN

1d•$159,000 - $279,000•Hybrid

About The Position

Wells Fargo is seeking a Senior Lead Finance Analyst to own and elevate branch production forecasting and analytics for our national branch network. In this highly visible role, you’ll shape the story for branch sales across multiple product lines. This role is for delivering insights that influence strategy, drive growth, and support executive decision-making. As the go‑to finance partner for our sales leaders who rely on clear, data‑driven narratives that illuminate banker productivity and account production trends. Additionally, you will be responsible for developing business cases and ad-hoc analysis that will accelerate results within the branch channel.

Requirements

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

Nice To Haves

Effective communication skills with senior leaders, both written and verbal
Ability to prepare management level presentations
Strong analytical skills with high attention to detail and accuracy
P&L financial management and forecasting experience
Experience with Essbase and emerging AI technologies (Copilot, etc.) familiarity with Microsoft Office, advanced in Excel and PowerPoint is preferred
Ability to execute in a fast paced, high demand environment while balancing multiple priorities
Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Ability to synthesize data work with ambiguity and make recommendations to executive leaders

Responsibilities

Lead end-to-end reporting, forecasting, and analysis of account production for Consumer deposits & lending products and investment referrals
Develop and maintain robust analytics, metrics and reporting to drive insights and improved financial outcomes
Design, build and maintain data-driven business cases to evaluate strategic and financial outcomes
Support the business with incentive compensation design and complete modeling and reporting on incentive plans
Prepare and present executive-level materials that clearly communicate production forecasts/trends, key drivers of performance, and incentive compensation outcomes to leadership
Advise senior leaders on key growth strategies balancing cost and revenue
Build strong relationships and partner closely with teammates and other key stakeholders, including Branch strategy teams, line of business product teams, and Finance to drive results and execute deliverables
Develop expertise in reporting that meets brand and internal control standards
Resolve issues and achieve goals through collaboration and consultation with peers, colleagues, and managers
Champion process improvement initiatives focused on automating and streamlining forecasting and reporting workflows
Introduce new ideas and challenge the status quo to drive efficiency and quality in reporting and analysis