Affluent/Premier Lead Finance Analyst, Vice President

Wells Fargo • West Des Moines, IA • 8h ago

About this role:

Wells Fargo is seeking a Lead Business Aligned Finance Analyst. This role supports financial analysis, forecasting, and trend evaluation for the Affluent/Premier banking business. Responsibilities include providing analytical support, coordinating with cross-functional teams, and preparing regular reports for senior finance and business leaders. This role will report directly to the Affluent / Premier Banking Finance Director and have visibility across all levels of finance and the business. This position will sit in Charlotte, NC, or West Des Moines, IA.

In this role, you will:

Provide finance, data, and analytical support to the Affluent / Premier banking business with respect to strategic efforts.

Develop management reporting, dashboard, and scorecards to track affluent segment performance and trend variances

Develop financial analyses and reporting capabilities that measure the impact of affluent and premier segment initiatives

Develop financial tools that support forecasting and provide complex financial analysis in support of affluent segment decision-making

Support ongoing strategic initiatives such as forecast transformation efforts, process improvements, etc.

Efforts will require cross-functional coordination with partners across CBL and WIM finance. Support will also include regular reporting and updates to senior level finance and business partners.

Required Qualifications:

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

Desired Qualifications:

Bachelor's degree or higher in a quantitative field such as applied mathematics, statistics, engineering, finance, economics, econometrics or computer sciences

Budgeting, forecasting, variance analysis, and performance reporting

Experience creating senior executive presentations; clear storytelling with data

Banking/Wealth/Premier/Affluent Segment Exposure

Excellent analytical, problem-solving skills with high attention to detail and accuracy

Experience working in a fast paced, high-output, time sensitive environment.

Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint), Essbase skills

Cross-Functional Finance Partnership and working with Stakeholders

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. Information will be shared about expectations during the recruitment process .

Posting End Date:

16 Mar 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Req Number: R-526440

Go to Apply

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