About this role:

Wells Fargo is seeking a Lead Finance Analyst to support the Funds Transfer Pricing process. This is an important function where profitability is determined for lending and depository activities. This is an enterprise function that will require the Lead Finance Analyst to establish a knowledge base in the bank's balance sheet products, including loans, deposits, and other balance intensive products. The analyst will be a subject matter expert on profitability reporting and will interact with many areas of the institution. The analyst will also help manage the platform, including data flows, controls, change design, change testing, and platform enhancement and/or replacement. The analyst will interact with many areas of the institution and represents an excellent opportunity for an individual to gain detailed knowledge of how banking works.

In this role, you will:

Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance

Provide companywide advice and technical expertise on matters related to complex financial analysis as well as economic research in support of management decision making functions

Research strategies and make recommendations for forward financial planning through the provision of granular loan profitability baseline starting points

Provide support to more experienced professionals in the management of product pricing, portfolio performance, closing research and validation

Review 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

Lead implementation of the most complex initiatives impacting multiple lines of business companywide

Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements

Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Function as Alternative Application Business Owner, with responsibility of software release approvals, including change policy adherence

Participate in platform migration efforts to modernize the tool, which may involve vendor interaction, in-house creation, and substantial technical team interaction

Respond to many inquiries from various lines of business, and executive-level request

Coordinate with internal risk constituencies, including Audit, COSO, and Model Risk Management

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:

This position will require both technical finance knowledge and systems knowledge, so the preferred candidate will have demonstrated experience with application administration and functional finance

Much reporting is required through PowerBI. Experience in this tool is a plus.

Intricate variables on loan structure are needed for loan profitability, so experience in loan product design and/or profitability is preferred

The ability to handle complexity and communicate simply is necessary, as this is a "details" position

Systems administration experience is desired, as a material demand in this position is to collect change requests, prioritize change, and effectively install and communicate change

The underlying technology will be refreshed, so material involvement in platform upgrade/replacement is favorable

The team uses Jira for work tracking, knowledge in the Jira tool is a plus

Job Expectations:

Respond effectively to line of business inquiry

Maintain an effective control environment

Review and understand product characteristics and devise profitability parameters and install and maintain within application

Deliver on-time quality results

Must have ability to function and prioritize in a dynamic environment

Given the multitude of data sources and constituencies, organizational skills must be present

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 benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursement

Posting End Date:

25 Jul 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.