Lead Business Aligned Finance Analyst -- Business Banking Sales

At Wells Fargo, we're a global trailblazer in financial services, committed to driving innovation, empowering communities, and helping our customers succeed. We believe a meaningful career offers more than just a job—it provides the elements to help you thrive, both professionally and personally. Living the Well Life means robust benefits, competitive compensation, work-life balance, and well-being programs. You’ll be rewarded for community involvement, celebrated for authenticity, and empowered to grow. Wells Fargo is ranked in the top three on the 2025 LinkedIn Top Companies list, making us the #1 financial services employer for career growth in the U.S.

About This Role

Wells Fargo is seeking a Lead 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

• 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.
• 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.
• 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.
• 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.

Qualifications

Required Qualifications

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

Desired Qualifications

• 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.

Job Expectations

• Willingness to work on-site at stated location (550 S Tryon St, Charlotte, NC).
• This position offers a hybrid work schedule.
• This position is not eligible for Visa sponsorship.

Posting End Date: 9 Aug 2026. Job posting may come down early due to volume of applicants.