Real Estate Transformation Lead Finance Analyst - Occupancy Allocation

Job Description Summary
This is a business aligned finance role that will examine the entire occupancy allocation and business support process for Corporate Real Estate and envision a new way to simplify how it is done, integrating information from 3rd parties and sharing results with 3rd parties so they have an operating budget against which they can operate while providing greater transparency to business groups and enterprise functions to support their strategic planning processes.
About this role:

• The Real Estate Occupancy Allocation process is done at a building level today. It is complex, inefficient, and manual components are prone to error. We do not need this level of granularity to support management decisions or strategic planning of the business groups or enterprise functions in Wells Fargo. In this role, the candidate will lead the process to simplify and up-level the allocation process while determining what information is required at a more granular level to support operating actions (such as paying Real Estate taxes or lease expenses to landlords).

In this role, you will:

• Interview receivers of occupancy allocations to understand how the expense impacts decisions they make
• Collaborate with Corporate Properties Administration team to determine how components of the Real Estate portfolio are managed by them and third parties
• Create a plan to simplify the occupancy allocation process, up-leveling allocations where possible and maintaining details where required to manage the portfolio and pay bills
• Streamline and automate processes to reduce delivery time, eliminate manual work, and improve controls
• Develop concise executive presentations to share what is driving changes in allocations with receiving groups well in advance of implementation
• Creatively solve problems and find ways to move forward when the path is not clear or obstacles emerge
• Collaborate with cross-functional groups (Corporate Properties, Business Groups/Enterprise Functions, Corporate Finance, Third Party Real Estate Management Firms) to achieve outcomes
• Ensure allocations to affiliates comply with Reg W

Required Qualifications:

• 5+ years of Finance and Accounting experience in a corporate Real Estate environment, demonstrated through actual work experience

Desired Qualifications

• 5+ years hands-on experience in Corporate Real Estate Finance
• 5+ years hands-on lease accounting experience - conversion from cash to P&L basis, long-term forecasting linked to critical assumptions and drivers, deep knowledge of the property construction, management, and lease administration process, understanding of specialized accounting treatment for rent smoothing, and other items required to correctly model cash flows in each of these areas
• 5+ years experience modeling balance sheet and income statements in the Real Estate space, including cash flow projections for capitalized assets over their depreciable life consistent with accounting rules. Experience building assumption-based scenario analysis to project a range of outcomes and to communicate the implications in a simple way to executive leadership.

• Strong collaborator, communicator, organizer and leader adept at defining requirements and outcomes, obtaining buy-in from executive leaders, guiding cross-functional resources to achieve desired outcomes, and providing regular status reports to stakeholders to socialize progress
• Expert problem solver with proven track record of driving results on tight timelines - create accountability for delivery of outcomes, apply critical thinking to resolve blockers and optimize execution, guide team through ambiguity and create clarity if it does not exist so that project goals are understood and remain aligned to desired outcomes
• Prior experience consulting, influencing, and partnering with senior business leaders
• Ability to exercise independent judgment and work within a team to identify/resolve problems
• Proven track record of driving transformation initiatives and automating processes in a disciplined and controlled manner and complying with change management principles

Job Expectations:
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 .
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$119,000.00 - $206,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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

Posting End Date:
30 Sep 2025
* 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.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our 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.