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Lead Finance Analyst - Financial Planning & Analysis - Home Lending Finance
Lead Finance Analyst - Financial Planning & Analysis - Home Lending Finance-June 2024
Charlotte
Jun 22, 2026
ABOUT WELLS FARGO
Wells Fargo is a diversified, community-based financial services company with a vision to satisfy customer’s financial needs and help them succeed financially.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Lead Finance Analyst - Financial Planning & Analysis - Home Lending Finance

  About this role:

  Wells Fargo is seeking a Lead Finance Analyst. to join their Finance team. This team is responsible for financial and economic analysis, forecasting and evaluating trends in sales, finance, and other areas of the business.

  In this role, you will:

  Lead the development of financial forecasts for ongoing business performance and asset/lability/capital management and stress testing.

  Succinctly summarizing results and convey key outcomes to senior and executive management for review and approval.

  Work cross functionally and co-ordinate Home Lending (HL) related activities in support of the Enterprise-wide Forecast process, Stress-Testing, Recovery and Resolution Planning and Asset Liability Committee initiatives.

  The role involves:

  Playing liaison between the Enterprise teams and HL specific subject matter experts to communicate expectations, requirements, and timelines.

  Consolidates, analyzes, and communicates results to HL leadership and enterprise and other stakeholders.

  Executes on RCSA related controls and ownership of associated models.

  Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance.

  Required Qualifications, US:

  5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.Desired Qualifications:

  CPA/MBA/bachelor's degree in finance or related fields.

  Experience in Banking/Financial services/Consumer Lending/Mortgage industry.

  Experience in tools such as Essbase, Power BI, Alteryx, Tableau etc.

  Analytical Skills: Ability to develop financial analyses that help drive strategic business decisions. Has demonstrated ability to dive into the key business drivers and develop appropriate business performance related financial analyses (right level of financial reporting, financial dashboards etc.)

  Self-motivated individual, who is proactive and is looking for ways to elevate the role by going above and beyond the routine responsibilities.

  Ability to influence peers and leaders and experience in working on cross functional projects.

  Good written, and oral communication skills. Proficiency in PowerPoint

  Experience collaborating with offshore teams, experience with RCSA and other control frameworks.

  Posting End Date:

  1 Feb 2024

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

  We Value Diversity

  At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

  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 US: 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.

  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.

  Company: WELLS FARGO BANK

  Req Number: R-328796-2

  Updated: Sun Jan 21 00:00:00 UTC 2024

  Location: CHARLOTTE,North Carolina

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