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Wells Fargo · 6 hours ago

Senior Lead Finance Analyst - WF Business Sales

CHARLOTTE, NC

Full-time

Onsite

Senior Level, Lead/Staff

7+ years exp

Wells Fargo is seeking a Senior Lead Finance Analyst to strategically own business banker staffing and support banker productivity analysis across the Wells Fargo Business (WFB) Sales organization. This pivotal role will drive transparency and insight into Sales headcount, personnel expense, and sales force profitability, partnering with HR and business leaders to optimize workforce planning, cost management, and revenue growth.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Lead end-to-end reporting, forecasting, and analysis of headcount, personnel expense, and sales force profitability for WFB Sales

Develop and maintain robust analytics and metrics to support strategic workforce planning and drive improved financial outcomes

Integrate cost and revenue data to deliver actionable insights on profitability

Support incentive compensation design, modeling, and reporting, ensuring compensation structures drive desired sales behaviors and align with business objectives

Prepare and present executive-level materials that clearly communicate staffing trends, profitability drivers, and incentive compensation outcomes to leadership

Advise senior leaders on workforce optimization and cost management strategies with high impact on WFB delivery channels

Build strong relationships and partner closely with teammates and other key stakeholders, including line of business, Finance, and HR 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

Champion process improvement initiatives focused on automating and streamlining staffing-related workflows

Introduce new ideas and challenge the status quo to drive efficiency and quality in reporting and analysis

Qualification

Finance experienceP&L financial managementForecasting experienceAnalytical skillsEssbaseMicrosoft OfficeManagement presentationsEffective communicationTeamworkProblem-solving

Required

7+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education