Wells Fargo

Lead Business Banking FP&A Analyst

Wells Fargo$95K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of finance experience or equivalent through work experience, training, military experience, or education.
  • 5+ years in FP&A, corporate finance, or a related analytical role.
  • Expertise in budgeting, forecasting, financial modeling, and variance analysis.
  • Advanced skills in Microsoft Excel and PowerPoint.
  • Strong business acumen with the ability to influence decision-making across stakeholders.
  • Experience crafting executive-level presentations for senior leaders.
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CPA, or CFA preferred.

Responsibilities

  • Lead complex financial research, analysis, and reporting initiatives.
  • Make informed decisions in multi-faceted financial scenarios and provide technical expertise.
  • Research and recommend strategies for financial planning and enhance reporting systems.
  • Support budgeting and forecasting analysis alongside senior finance professionals.
  • Analyze complex technical challenges involving multiple factors.
  • Maintain effective reporting deliveries that adhere to brand and control standards.
  • Collaborate strategically with peers and mid-level managers to resolve issues.

Benefits

  • Hybrid work schedule providing flexibility.
  • Opportunity to work with executive leadership gaining exposure to high-level decision-making.
  • Role contributes directly to the financial health and strategic direction of the organization.
Full Job Description

About this role:

Wells Fargo is seeking a Lead Business Banking FP&A Analyst to join the Business Banking group within Finance. Learn more about the career areas and lines of business at . This position will provide financial planning, forecasting, reporting, and analytical support to executive leadership and play a key role to deliver actionable insights that drive growth, profitability, and operational efficiency. The Lead Analyst is responsible for owning the full end-to-end Business Banking segment financial story, financial forecasting, performance reporting, business case development, variance analysis, and executive-level reporting that support strategic decision-making across the Business Banking organization.

In this role, you will:

  • Lead complex initiatives on matters related to financial research, analysis, and reporting.

  • Make decisions in multi-faceted situations, providing advice and technical expertise on matters related to complex financial analysis and forecasting as well as economic research in support of management decision making functions.

  • Research strategies and make recommendations for forward financial planning as well as enhancing reporting systems to support the production of financial reporting and analysis.

  • Provide support to more experienced professionals in the management of budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting and reviews, and presentation and project preparation.

  • Review and analyze complex technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors.

  • Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards.

  • Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements.

  • Strategically collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals.


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:

  • 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 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:

8 Aug 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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