Lead Business Aligned Finance Analyst -- Business Banking Sales

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About this role:

Wells Fargo is seeking a Lead Business Aligned Finance Analyst to provide critical financial support for Business Banking Sales. Learn more about the career areas and lines of business at wellsfargojobs.com. 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.

In this role, you will:

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

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 on the job opening.

• This position offers a hybrid work schedule.

• This position is not eligible for Visa sponsorship. 

Posting Locations:

550 S Tryon St, Charlotte, NC

Posting End Date: 

9 Aug 2026*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.