Lead Business Banking FP&A Analyst
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 in life. Living the Well Life means robust benefits, competitive compensation, and programs designed to support work-life balance and well-being. You'll be rewarded for community involvement, celebrated for authenticity, and empowered to grow.
About the Role
Wells Fargo is seeking a Lead Business Banking FP&A Analyst to join the Business Banking group within Finance. This position will provide financial planning, forecasting, reporting, and analytical support to executive leadership, delivering actionable insights that drive growth, profitability, and operational efficiency. The Lead Analyst will own the full end-to-end Business Banking segment financial story, including financial forecasting, performance reporting, business case development, variance analysis, and executive-level reporting to support strategic decision-making.
Responsibilities
- Lead complex initiatives related to financial research, analysis, and reporting.
- Make decisions in multi-faceted situations, providing advice and technical expertise on financial analysis, forecasting, and economic research to support management decision-making.
- Research strategies and recommend forward financial planning, as well as enhancements to reporting systems.
- Support budgeting, forecasting, variance analysis, reporting, and presentation preparation for senior professionals.
- Analyze complex technical challenges requiring evaluation of multiple factors, including intangibles or unprecedented scenarios.
- Ensure effective and efficient reporting delivery that meets brand and internal control standards.
- Meet deliverables and drive new initiatives with a solid understanding of policies, procedures, and compliance requirements.
- Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals.
Requirements
- 5+ years of Finance experience, or equivalent demonstrated through work experience, training, military experience, or education.
Qualifications
- 5+ years of FP&A, corporate finance, or related analytical experience.
- Proven expertise in budgeting, forecasting, financial modeling, and variance analysis.
- Advanced Microsoft Excel and PowerPoint skills.
- Strong business acumen with the ability to partner effectively across multiple stakeholders and influence decision-making.
- Experience preparing executive-level presentations and communicating complex financial concepts to senior leadership.
- Demonstrated track record of identifying business insights, improving processes, and driving strategic outcomes.
- Bachelor’s degree in Finance, Accounting, Economics, or a related discipline; MBA, CPA, or CFA preferred.
Job Expectations
- Willingness to work on-site at the stated location (550 S Tryon St, Charlotte, NC).
- Hybrid work schedule.
- Not eligible for Visa sponsorship.