
Lead Finance Analyst
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • Texas • United States
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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)