VP/Lead Finance Analyst Commercial Bank Financial Planning and Analysis Job at Wells Fargo, Dallas, TX

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  • Wells Fargo
  • Dallas, TX

Job Description

VP/Lead Finance Analyst

Wells Fargo is seeking a VP/Lead Finance Analyst in the Commercial Bank Financial Planning and Analysis (FP&A) team. Reporting to the Head of FP&A, this role will work closely with the Commercial Bank CFO and the Commercial Bank leadership team to drive decision-making that is aligned to both the strategy and financial performance of the business.

In this role, you will:

  • Lead financial analyses on a variety of topics which may include: business / product profitability, business strategy, competitor positions and deliver clear/concise recommendations for leadership decision making
  • Lead development of executive level presentations for business review meetings with Wells Fargo CEO and CFO
  • Collaborate with CB Finance leaders to build financial analysis to support CB's strategic plan and annual budget and develop metrics and reporting to track progress against long term objectives
  • Demonstrate technical expertise on matters related to financial reporting and forecasting as well as economic research in support of management decision making functions

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:

  • 5+ years of experience in Financial Planning and Analysis, Strategy, Investment Banking or Management Consulting, associate level experience in Investment Banking preferred
  • Experience creating presentations via PowerPoint and presenting to senior leaders
  • Ability to synthesize data and make recommendations to senior leaders
  • Strong verbal and written communication skills and attention to detail
  • Understanding of Commercial Banking business and financials
  • Advanced knowledge of Excel, PowerPoint
  • Working knowledge of Essbase and other forecasting tools
  • Advance degree such as MBA, CFA or CPA

This position offers a hybrid work schedule and is posted in Charlotte, NC; and Dallas, TX.

Pay Range: $100,000.00 - $163,000.00

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

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.

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

  • Third-Party recordings are prohibited unless authorized by Wells Fargo.
  • Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Wells Fargo

Job Tags

Work experience placement, Bank staff,

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