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About this role:
Wells Fargo is seeking a Lead Financial Planning & Analysis Analyst who will be a critical member of the Wealth and Investment Management Consolidation team supporting executive level reporting to WIM's CEO/CFO and other key operating committee members within the Finance organization. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . The WIM Finance Consolidation (Planning & Analytics) team delivers insightful financial reporting, competitor intelligence, and strategic analysis to support executive decision-making, business planning, external reporting, and supports long-term value creation across WIM.
In this role, you will:
Lead complex initiatives on matters related to financial research, analysis, and reporting.
Make decisions in multi-faceted situations, providing advice and technical expertise on matters related to complex financial analysis and forecasting as well as economic research in support of management decision making functions.
Research strategies and make recommendations for forward financial planning as well as enhancing reporting systems to support the production of financial reporting and analysis.
Provide support to more experienced professionals in the management of budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting and reviews, and presentation and project preparation.
Review and analyze complex technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors.
Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards.
Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements.
Strategically collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals.
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:
MBA, CFA, or other advanced degree preferred.
Background in Financial Planning & Analysis, corporate finance, consulting, investment banking, wealth management, or other highly analytical business environments.
Experience developing executive-level reporting, presentations, and insights for senior leaders, including CFO, CEO, and Operating Committee audiences.
Experience conducting competitor intelligence, market analysis, benchmarking, and industry trend assessments to support strategic decision-making.
Advanced technical skills, including Excel, PowerPoint, Power BI, and AI-enabled productivity tools, including Copilot and other generative AI applications.
Proven ability to synthesize large, complex datasets into clear, actionable insights and strategic recommendations.
Job Expectations:
Willingness to work on-site at stated location on the job opening.
This position offers a hybrid work schedule.
This position is not eligible for Visa sponsorship.
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities 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 Locations:
550 S. Tryon Charlotte, NC
114 N Beaumont St. Saint Louis, MO
Posting End Date:
14 Sep 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-569434
