Wells Fargo

Lead Finance Analyst

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: CharlotteNorth CarolinaTexasUnited States

Visit company website

Explore more

AI Apply
Apply

Salary

💰 $119,000 - $187,000 per year

Job Level

Tech Stack

About the role

  • Portfolio Reporting
  • Own technology portfolio financial analysis and reporting.
  • Provide strategic insights into capacity gaps and business outcomes.
  • Serve as the senior point of accountability for portfolio transparency, including Investment/Productions Support/Non-Labor views of the portfolio.
  • Establish and lead portfolio financial routines, partnering with Consumer Technology, Technology Portfolio Management, Consumer Line of Business, Consumer Finance, and Technology Finance to enable consistent prioritization and execution discipline.
  • Act as a trusted advisor to senior Consumer Technology and Line of Business leaders, influencing portfolio strategy and capacity decisions.

Requirements

  • 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Knowledge and understanding of financial products
  • Strong analytical skills with high attention to detail and accuracy
  • Financial modeling experience
  • 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
  • Experience creating presentations via PowerPoint and presenting to executive leaders
  • Strong interpersonal and communication skills, including the ability to influence and deliver difficult messages with professionalism.
  • Master of Business Administration (MBA) or Certified Public Accountant (CPA)
  • Familiarity with enterprise planning systems like Apptio, data visualization tools (e.g., Power BI, Tableau) and emerging AI technologies (CoPilot, Power Apps, etc.)
  • Advanced Excel skills, including pivot tables and complex data analysis
  • Proven experience supporting senior leaders (CIO / Product / Finance) where priorities shift, asks are imperfect, and the value is in judgment, storytelling, and defensible recommendations—not just execution
  • Demonstrated ability to operate in a fast-paced, high-demand environment while managing multiple priorities.
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 & Tools
financial analysisfinancial modelingadvanced Exceldata visualizationportfolio reportingcapacity analysisfinancial products knowledgeanalytical skillspresentation skills
Soft Skills
interpersonal skillscommunication skillsinfluencing skillscollaborationadaptabilityflexibilityattention to detailsynthesizing dataoperating in ambiguitystorytelling
Certifications
Master of Business Administration (MBA)Certified Public Accountant (CPA)