Senior Lead Finance Analyst – Branch Banking

Senior Lead Finance Analyst managing branch production forecasting and analytics for Wells Fargo. Driving growth strategies through data-driven insights and executive storytelling.

Posted 8/1/2026full-timeCharlotte • Iowa, Minnesota, North Carolina, Texas • 🇺🇸 United StatesSenior💰 $159,000 - $279,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Reporting, Forecasting, and Analysis, with a strong focus on P&L Financial Management and the ability to prepare executive-level presentations. Proven track record in Process Improvement and Automation, fostering collaboration across teams to drive strategic financial outcomes.

Highest-signal resume keywords

Finance ExperienceP&L Financial ManagementReporting and ForecastingAnalytical SkillsEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ReportingForecastingData AnalysisFinancial ModelingProcess ImprovementAutomationMetrics DevelopmentBusiness Case DesignIncentive Compensation ModelingExecutive Storytelling

Soft Skills

CollaborationTeamworkInfluencingAdaptabilityCommunication

Tools & Technologies

EssbaseMicrosoft OfficeExcelPowerPointAI Technologies

Industry Keywords

Consumer DepositsLending ProductsInvestment ReferralsFinancial OutcomesGrowth Strategies

About the role

Key responsibilities & impact

Own Reporting, Forecasting & Analysis: Lead end-to-end reporting, forecasting, and analysis of account production for Consumer deposits & lending products and investment referrals
Develop and maintain robust analytics, metrics and reporting to drive insights and improved financial outcomes
Design, build and maintain data-driven business cases to evaluate strategic and financial outcomes
Support the business with incentive compensation design and complete modeling and reporting on incentive plans
Executive Storytelling: Prepare and present executive-level materials that clearly communicate production forecasts/trends, key drivers of performance, and incentive compensation outcomes to leadership
Advise senior leaders on key growth strategies balancing cost and revenue
Integration & Collaboration: Build strong relationships and partner closely with teammates and other key stakeholders, including Branch strategy teams, line of business product teams, and Finance to drive results and execute deliverables
Develop expertise in reporting that meets brand and internal control standards
Resolve issues and achieve goals through collaboration and consultation with peers, colleagues, and managers
Process Improvement & Automation: Champion process improvement initiatives focused on automating and streamlining forecasting and reporting workflows
Introduce new ideas and challenge the status quo to drive efficiency and quality in reporting and analysis

Requirements

What you’ll need

7+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Effective communication skills with senior leaders, both written and verbal
Ability to prepare management level presentations
Strong analytical skills with high attention to detail and accuracy
P&L financial management and forecasting experience
Experience with Essbase and emerging AI technologies (Copilot, etc.) familiarity with Microsoft Office, advanced in Excel and PowerPoint is preferred
Ability to execute in a fast paced, high demand environment while balancing multiple priorities
Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others
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

Benefits

Comp & perks

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