Wells Fargo

Executive Director, FP&A Senior Manager - Commercial Banking

Wells Fargo$120K — $145K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of Finance experience or equivalent work, training, or education.
  • 3+ years of management or leadership experience.
  • Demonstrated experience in Financial Planning & Analysis activities including budgeting and forecasting.
  • Prior experience in Investment Banking, Capital Markets, or Commercial Banking.
  • Strong technical skills in Microsoft Office and Power BI.
  • Bachelor's or higher in Finance, Accounting, Analytics, or Reporting.
  • Strong critical thinking and analytical skills.

Responsibilities

  • Manage and develop finance teams in financial analysis services.
  • Engage and influence stakeholders on financial analysis strategies.
  • Lead ad-hoc analyses on high-priority topics for senior leaders.
  • Develop executive-ready presentations with clear recommendations.
  • Identify and recommend opportunities for process improvements.
  • Leverage analytics and emerging AI capabilities for decision-making.
  • Maintain functional ownership of financial reporting services.

Benefits

  • Hybrid work schedule available.
  • On-site work required at the stated location in Charlotte, NC.
  • Opportunity to influence business strategy and decision-making.
  • Culture of talent development for career growth.
Full Job Description
About this role:

Wells Fargo is seeking a Financial Planning & Analysis Senior Manager within Business Finance, to support the Middle Market Banking ("MMB") business within Wells Fargo Commercial Banking Finance. Learn more about the career areas and lines of business at wellsfargojobs.com. The Senior Manager will lead a team of finance professionals providing FP&A support to the Middle Market business. A successful candidate will thrive in a fast paced, data driven, business environment that values innovation, analytical thinking, and creative problem solving.

In this role, you will:
  • Manage and develop teams of individual contributors or managers in support of financial analysis services for one or more Business Lines on moderately complex matters related to financial data forecasting of financial metrics, analysis and reporting supporting operating and strategic reviews.
  • Engage and influence stakeholders on financial analysis, reporting strategy and economic research that may have critical impact on the long-term business performance.
  • Lead ad-hoc analyses on high-priority topics for senior leaders to enable business strategy, activities and initiatives.
  • Develop executive-ready presentations that translate analyses into clear, compelling recommendations.
  • Identify and recommend opportunities for process improvement and risk control development.
  • Leverage analytics, automation, and emerging AI capabilities to improve decision-making and team effectiveness.
  • Determine appropriate strategy for efficient and effective process in support of providing key finance services such as management reporting and key metrics forecasting.
  • Maintain functional ownership of various aspects of financial reporting services running and enhancing reporting systems to facilitate the production of information, budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting and reviews, presentation and project preparation.
  • Interpret and develop policies and procedures for financial analysis and reporting.
  • Collaborate with and influence all levels of professionals, including senior managers.
  • Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Finance.
  • Develop and guide a culture of talent development to meet business objectives and strategy.


Required Qualifications:
  • 7+ years of Finance experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
  • 3+ years of management or leadership experience.


Desired Qualifications:
  • Ability to influence, partner, and negotiate with senior business leaders to gain commitment to accomplish business goals.
  • Ability to translate and present complex data in a manner that educates, enhances understanding, and influence decisions.
  • Demonstrated experience leading Financial Planning & Analysis activities, including budgeting, forecasting, long-range strategic planning, performance management, and executive financial reporting within a large, complex financial services organization.
  • Prior Finance experience in Investment Banking, Capital Markets, or Commercial Banking, with possessing a strong understanding of banking products, revenue drivers, profitability metrics, and financial performance management.
  • Strong technical skills including Microsoft Office and Power BI.
  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting.
  • Ability to successfully operate in a complex and matrixed environment.
  • Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing processes.
  • Strong critical thinking and analytical skills.
  • Sense of urgency, passion for results, and personal accountability for achievement.
  • Strong controls background and mindset.
  • Hyperion Essbase experience to complete ad hoc queries and reporting building, etc.


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 Charlotte, NC

Posting End Date:

22 Sep 2026
*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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