Senior Lead Finance Analyst - WF Business Sales

Wells Fargo • Charlotte, NC

2d

About The Position

Wells Fargo is seeking a Senior Lead Finance Analyst to strategically own business banker staffing and support banker productivity analysis across the Wells Fargo Business (WFB) Sales organization. This pivotal role will drive transparency and insight into Sales headcount, personnel expense, and sales force profitability, partnering with HR and business leaders to optimize workforce planning, cost management, and revenue growth. The analyst will play a key role in crafting and presenting the staffing and profitability narrative to leadership, supporting executive decision-making and business transformation. In addition, this role will actively support incentive compensation processes, ensuring alignment between sales performance, revenue generation, and compensation outcomes. The candidate for this role should be able to drive direction and solve problems by taking end-to-end responsibility and initiative to identify areas with opportunity for improvement, engaging individuals from cross-functional teams, understanding root causes, generating new ideas, and tracking progress toward goals. In this role, you will: Reporting, Forecasting & Analysis Lead end-to-end reporting, forecasting, and analysis of headcount, personnel expense, and sales force profitability for WFB Sales Develop and maintain robust analytics and metrics to support strategic workforce planning and drive improved financial outcomes Integrate cost and revenue data to deliver actionable insights on profitability Support incentive compensation design, modeling, and reporting, ensuring compensation structures drive desired sales behaviors and align with business objectives Executive Storytelling Prepare and present executive-level materials that clearly communicate staffing trends, profitability drivers, and incentive compensation outcomes to leadership Advise senior leaders on workforce optimization and cost management strategies with high impact on WFB delivery channels Integration & Collaboration Build strong relationships and partner closely with teammates and other key stakeholders, including line of business, Finance, and HR 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 Process Improvement & Automation Champion process improvement initiatives focused on automating and streamlining staffing-related workflows Introduce new ideas and challenge the status quo to drive efficiency and quality in reporting and analysis

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 Microsoft Office
• Ability to execute in a fast paced, high demand environment while balancing multiple priorities
• Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others

Responsibilities

• Lead end-to-end reporting, forecasting, and analysis of headcount, personnel expense, and sales force profitability for WFB Sales
• Develop and maintain robust analytics and metrics to support strategic workforce planning and drive improved financial outcomes
• Integrate cost and revenue data to deliver actionable insights on profitability
• Support incentive compensation design, modeling, and reporting, ensuring compensation structures drive desired sales behaviors and align with business objectives
• Prepare and present executive-level materials that clearly communicate staffing trends, profitability drivers, and incentive compensation outcomes to leadership
• Advise senior leaders on workforce optimization and cost management strategies with high impact on WFB delivery channels
• Build strong relationships and partner closely with teammates and other key stakeholders, including line of business, Finance, and HR 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 staffing-related workflows
• Introduce new ideas and challenge the status quo to drive efficiency and quality in reporting and analysis

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees