Lead Business Aligned Finance Analyst -- Business Banking Sales

the opportunity to influence business outcomes through data-driven insights, strong stakeholder partnership, and continuous process improvement. In this role, you will: Own Reporting, Forecasting & Business Analysis Own weekly and monthly banker channel production reporting across lending and deposit products for the Business Banking Sales organization Develop volume and productivity forecasts, analyze business performance drivers, and translate results into actionable insights for senior Sales and Finance leaders Monitor production trends and key performance indicators to identify risks, opportunities, and emerging business themes Deliver Leadership Insights & Decision Support Prepare reporting, analysis, and executive-level materials that clearly communicate production trends, productivity performance, and business outcomes Support strategic decision-making through financial analysis related to banker staffing, capacity planning, headcount forecasting, and personnel expenses Provide analytical support for broader sales, finance, and business initiatives Foster Integration & Collaboration Serve as a key liaison across Finance, Product, Sales, and Analytics teams to drive consistency in reporting, forecasting, and performance measurement Build strong partnerships with stakeholders to understand business objectives, align on key metrics, and deliver actionable solutions Resolve issues and achieve goals through collaboration, consultation, and influence across a broad network of partners Drive Process Improvement & Automation Identify opportunities to streamline, automate, and enhance recurring reporting and forecasting processes Drive continuous improvement initiatives that strengthen reporting quality, analytical rigor, and operational efficiency Challenge existing processes and introduce new ideas that improve scalability, transparency, and business insight 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: P&L financial management and forecasting experience. Strong experience working with Essbase and Microsoft Office. Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others.

Strong analytical skills with high attention to detail and accuracy. Ability to execute in a fast paced, high demand environment while balancing multiple priorities. Effective communication skills with senior leaders, both written and verbal.

Ability to prepare management level presentations. 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. Posting Locations: 550 S Tryon St, Charlotte, NC Posting End Date: 9 Aug 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. 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