Senior Lead Finance Analyst - Branch Distribution Strategy and Investment Planning

About this role:

Wells Fargo is seeking a Senior Lead Finance Analyst to provide financial leadership for Branch Distribution Strategy and Transformation initiatives. This role partners with senior business and finance leaders to develop, evaluate, and challenge complex business cases supporting branch expansion, optimization, and other strategic investment decisions across the branch network.

The position requires strong financial acumen, strategic thinking, and executive influence, while also providing leadership, coaching, and direction to a team of finance professionals focused on distribution strategy and investment planning.

In this role, you will:

• Lead the development, evaluation, and governance of complex business cases, financial forecasts, investment analyses, and scenario models that support branch network investments, distribution strategy, expansion opportunities, consolidations, and optimization initiatives.
• Partner closely with senior business, finance, strategy, and real estate leaders to assess growth opportunities, capital investment priorities, and long-term strategic initiatives, providing data-driven insights and recommendations that influence enterprise decision-making.
• Serve as a trusted advisor by independently challenging business assumptions, evaluating risks and sensitivities, and ensuring investment proposals are supported by sound financial analysis and aligned with strategic objectives.
• Provide leadership, coaching, mentorship, and day-to-day work direction to a team of Lead and Senior Finance Analysts, fostering a culture of accountability, continuous improvement, collaboration, and analytical excellence.
• Monitor and evaluate actual investment performance against approved business cases, identifying trends, risks, and opportunities to improve returns, optimize capital deployment, and enhance business outcomes.
• Lead highly visible cross-functional initiatives involving Finance, Strategy, Real Estate, Operations, and other enterprise partners, balancing multiple priorities while driving execution and delivering results.
• Review and validate team deliverables to ensure consistency, accuracy, analytical rigor, and adherence to established financial methodologies, governance standards, and reporting requirements.
• Drive enhancements to financial models, forecasting processes, investment evaluation frameworks, reporting capabilities, and decision-support tools to improve efficiency, transparency, and strategic value.
• Present complex financial concepts, investment recommendations, and performance insights to senior executives, translating analytical findings into clear, actionable business strategies.
• Exercise independent judgment and strategic thinking to solve complex business challenges, influence stakeholders across the organization, and support the successful execution of Wells Fargo's branch distribution and transformation strategy.

Required Qualifications:

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

Desired Qualifications:

• 7+ years of experience developing complex financial models, forecasts, and business cases to support strategic investment decisions, delivering data-driven analysis and executive-level recommendations.
• Proven leadership experience managing, mentoring, and developing finance professionals within high-performing teams.
• Extensive expertise in building, reviewing, and challenging complex business cases related to capital investments, growth initiatives, network optimization, real estate strategy, and other long-term strategic investments.
• Advanced financial planning, forecasting, modeling, and investment analysis capabilities, including measuring investment performance and driving accountability for business outcomes.
• Strong executive presence with a demonstrated ability to partner with senior leaders on strategic planning, capital allocation, and key business decisions.
• Proven ability to influence decision-making, challenge assumptions, and deliver data-driven recommendations that drive business results.
• Experience leading large-scale, cross-functional initiatives involving multiple stakeholders, competing priorities, and complex organizational dynamics.
• Knowledge of branch banking economics, distribution strategy, network planning, commercial real estate, site selection, and capital planning is highly desirable.
• Ability to balance strategic vision with operational execution while achieving results in a fast-paced, highly matrixed environment.
• Exceptional written, verbal, and presentation skills with the ability to communicate complex financial concepts to executive audiences.
• MBA, CPA, FPAC, or other relevant advanced degree or professional certification preferred.

Posting Locations:

• 401 Las Colinas Blvd W Bldg B - Irving, Texas
• 11625 N Community House Road - Charlotte, North Carolina

Job Expectations:

• Ability to work at one of the locations in this job posting.
• Ability to travel up to 20% of the time.
• This position is not eligible for Visa Sponsorship.
• This position currently offers a hybrid work schedule.
• 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.

Ideal Candidate Profile

The ideal candidate is a strategic finance leader who combines deep analytical expertise with strong leadership and influencing skills. They possess extensive experience developing and evaluating complex investment business cases, are comfortable engaging with executive leadership, and have demonstrated success leading teams through mentorship, technical guidance, and day-to-day work direction.

This individual is naturally curious, willing to ask difficult questions, and comfortable providing constructive challenge to business partners when assumptions or recommendations are not supported by sufficient data. They bring a balanced perspective that enables them to support business objectives while ensuring investment decisions are grounded in sound financial analysis and measurable outcomes.

What Will Differentiate a Candidate

• Experience evaluating large-scale network, distribution, or footprint optimization strategies.
• Experience holding business partners accountable for delivery of financial commitments made during investment approval processes.
• Ability to translate complex financial analyses into clear, actionable recommendations for executive audiences.
• Demonstrated success serving as a player-coach who simultaneously leads analytical work and develops team capabilities.

Posting End Date: 

*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 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.