Financial Planning and Analysis Manager
GHJ
Senior Lead Analytics Consultant – Deposits, Global Payments and Liquidity
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $139,000 - $260,000 per year
Job Level
Senior
Tech Stack
OraclePythonSQLTableau
About the role
- Lead the enhancement and ongoing support of the commercial deposits reporting platform, delivering actionable insights on portfolio and customer activity
- Collaborate closely with Deposits Strategy, GPL business, and Finance partners to understand and anticipate both immediate and long-term business needs
- Translate complex business requirements into clear, technical specifications for effective solution delivery
- Manage and prioritize multiple projects to advance the commercial deposits and GPL analytics platform, driving improvements in Tableau, Power BI, and Excel reporting
- Design and build intuitive dashboards and reports, surfacing insights in formats tailored for senior stakeholders
- Proactively adjust metrics and reporting content to reflect strategic initiatives and market trends
- Oversee project delivery, ensuring requirements are tracked, backlogs are prioritized, and cross-functional teams are aligned
- Conduct ad-hoc data analysis to support new business requests and strategic projects
- Ensure robust data quality and resiliency in all reporting deliverables
- Build and maintain strong relationships with business and technology partners across regions and time zones
- Provide analytical support to the broader CIB Data Insights & Analytics team as needed
- Mentor and guide junior team members, interns, and external contractors
- Embrace innovation in reporting, including the use of AI agents and chatbots
Requirements
- 7+ years of Analytics, Reporting, Financial Modeling or Statistics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Advanced proficiency in SQL and relational databases, with 7+ years of scripting/coding experience
- 5+ years of hands-on business intelligence development using Tableau, Power BI, Oracle BI, or Python, including at least 3 years of daily Tableau experience
- Experience with database tools such as Dremio, TOAD, SQL Server Management Studio, Business Intelligence Development Studio, and Oracle
- Prior analytics and reporting experience in deposits, payments, and liquidity products
- Background in Corporate and Investment Banking or management consulting
- Ability to leverage AI tools (e.g., Copilot)
- Experience with Agile methodologies and tools (e.g., Jira, Confluence)
- Exceptional verbal, written, and presentation skills
- Demonstrated success working with diverse stakeholders and senior leaders
- Strong analytical, organizational, and communication skills
- Ownership mentality and adaptability to ambiguous requirements and evolving business needs
- Commitment to continuous learning and staying current with financial, regulatory, and technology trends
- Ability to influence without authority and build consensus across diverse teams
- Flexibility to support occasional weekend or evening work as needed
- Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired
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
SQLrelational databasesscriptingbusiness intelligence developmentTableauPower BIOracle BIPythondata analysisfinancial modeling
Soft skills
analytical skillsorganizational skillscommunication skillspresentation skillsownership mentalityadaptabilityinfluence without authoritybuilding consensusmentoringcollaboration
