Wells Fargo

Senior Lead Finance Analyst - Branch Banking

Wells Fargo • $159K — $279K *
Irving, TX 75061In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 7+ years of Finance experience or relevant combination of experience, training, military background, and education.
  • Strong analytical skills with attention to detail.
  • Proficient in P&L financial management and forecasting.
  • Experience with Essbase and familiarity with Microsoft Office, especially Excel and PowerPoint.
  • Effective written and verbal communication skills with senior leaders.
  • Ability to work in fast-paced environments and manage multiple priorities.
  • Demonstrated experience in fostering partnerships and teamwork.

Responsibilities

  • Lead reporting, forecasting, and analysis for consumer deposits and lending products.
  • Develop and maintain analytics, metrics, and reporting for financial insights.
  • Create data-driven business cases to assess strategic outcomes.
  • Support incentive compensation design and report on incentive plans.
  • Prepare executive materials detailing production forecasts and performance drivers.
  • Advise senior leaders on growth strategies balancing revenue and costs.
  • Collaborate with key stakeholders to drive results and execute deliverables.
  • Champion process improvements for automated forecasting and reporting.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance and critical illness insurance
  • Parental leave
  • Critical caregiving leave
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Full Job Description
About this role:

Wells Fargo is seeking a Senior Lead Finance Analyst to own and elevate branch production forecasting and analytics for our national branch network. In this highly visible role, you'll shape the story for branch sales across multiple product lines. This role is for delivering insights that influence strategy, drive growth, and support executive decision-making. As the go-to finance partner for our sales leaders who rely on clear, data-driven narratives that illuminate banker productivity and account production trends. Additionally, you will be responsible for developing business cases and ad-hoc analysis that will accelerate results within the branch channel.

In this role, you will:

Own Reporting, Forecasting & Analysis:
  • Lead end-to-end reporting, forecasting, and analysis of account production for Consumer deposits & lending products and investment referrals
  • Develop and maintain robust analytics, metrics and reporting to drive insights and improved financial outcomes
  • Design, build and maintain data-driven business cases to evaluate strategic and financial outcomes
  • Support the business with incentive compensation design and complete modeling and reporting on incentive plans

Executive Storytelling:
  • Prepare and present executive-level materials that clearly communicate production forecasts/trends, key drivers of performance, and incentive compensation outcomes to leadership
  • Advise senior leaders on key growth strategies balancing cost and revenue

Integration & Collaboration:
  • Build strong relationships and partner closely with teammates and other key stakeholders, including Branch strategy teams, line of business product teams, and Finance to drive results and execute deliverables
  • Develop expertise in reporting that meets brand and internal control standards
  • Resolve issues and achieve goals through collaboration and consultation with peers, colleagues, and managers

Process Improvement & Automation:
  • Champion process improvement initiatives focused on automating and streamlining forecasting and reporting workflows
  • Introduce new ideas and challenge the status quo to drive efficiency and quality in reporting and analysis


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


Desired Qualifications:
  • Effective communication skills with senior leaders, both written and verbal
  • Ability to prepare management level presentations
  • Strong analytical skills with high attention to detail and accuracy
  • P&L financial management and forecasting experience
  • Experience with Essbase and emerging AI technologies (Copilot, etc.) familiarity with Microsoft Office, advanced in Excel and PowerPoint is preferred
  • Ability to execute in a fast paced, high demand environment while balancing multiple priorities
  • Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Ability to synthesize data work with ambiguity and make recommendations to executive leaders


Job Expectations:
  • This position offers a hybrid work schedule from our Charlotte, NC (550 S. Tryon St. or 11625 N. Community House Road), Minneapolis, MN, Des Moines, IA or Irving, TX locations.
  • Relocation assistance is not available for this position.
  • This position is not eligible for Visa sponsorship.


Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$159,000.00 - $279,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement


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
Finance & Insurance
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ
WFC
* Ladders Estimates

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