Lead Business Aligned Finance Analyst
Wells Fargo
Tableau
Finance Director
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Charlotte • Minnesota, North Carolina, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $215,000 - $355,000 per year
Job Level
Lead
Tech Stack
Oracle
About the role
- Oversee budgeting and forecasting processes for shared service groups across Commercial Banking.
- Provide detailed financial statements and analysis to executive leadership.
- Collaborate with department heads to align spending with strategic goals.
- Lead expense allocation process for Commercial Banking
- Lead financial analysis on multi-year investment planning, ensuring that benefits are achievable and tracked.
- Manage and track 3rd party consulting and managed resource arrangements required for investments
- Coordinate with initiative leaders on current year budgets and spend.
- Partner with other CFO teams to develop and implement cost strategies across Commercial Banking
- Develop and implement expense optimization strategies across businesses.
- Monitor and analyze expense trends to identify savings opportunities.
- Lead the finance teams, fostering a culture of accountability and efficiency.
- Advise the Commercial Banking CAO on the financial implications of business decisions.
- Partner with procurement, HR, and other functional partners to streamline cost-related processes
Requirements
- 8+ years of Finance experience or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
- 4+ years of management or leadership experience
- Proven experience as CFO or senior finance leader with a focus on expense management.
- Strong understanding of budgeting, forecasting, and cost accounting principles.
- Proficiency in financial software (e.g., SAP, Oracle, NetSuite).
- CPA, CMA, or CFA certification preferred
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
budgetingforecastingfinancial analysisexpense managementcost accountingexpense optimizationinvestment planningexpense allocation
Soft skills
leadershipcollaborationaccountabilityefficiency
Certifications
CPACMACFA
