Senior Lead Finance Analyst - WF Business Sales

About this role:
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. The analyst will play a key role in crafting and presenting the staffing and profitability narrative to leadership, supporting executive decision-making and business transformation. In addition, this role will actively support incentive compensation processes, ensuring alignment between sales performance, revenue generation, and compensation outcomes. The candidate for this role should be able to drive direction and solve problems by taking end-to-end responsibility and initiative to identify areas with opportunity for improvement, engaging individuals from cross-functional teams, understanding root causes, generating new ideas, and tracking progress toward goals.
In this role, you will:
Reporting, Forecasting & Analysis

• 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

Executive Storytelling

• 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

Integration & Collaboration

• 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

Process Improvement & Automation

• 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

Required Qualifications:

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

Desired Qualifications:

• 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 Microsoft Office
• Ability to execute in a fast paced, high demand environment while balancing multiple priorities
• Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others

Posting End Date:
16 Jan 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 .
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Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
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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.