Lead Business Aligned Finance Analyst -- Business Banking Sales

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! 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.

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