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Wells Fargo Senior Lead Financial Analysis Consultant - Commercial Real Estate in NEW YORK, New York

About this role:

Wells Fargo is seeking a Senior Lead Financial Analysis Consultant to support the CIB Commercial Real Estate (CRE) business. As part of the CRE Analytics team, this senior individual contributor will construct and deliver insightful and actionable analysis to senior leadership in support of client coverage strategy, market penetration, capital optimization, and general performance management across the platform. Additionally, the role will also partner with stakeholders across the CFO, COO, and other areas of the Data Insights & Analytics team to develop and optimize comprehensive reporting solutions for the CRE business.

In this role, you will:

  • Lead all client analytics efforts, including formalized account planning and associated client selection processes

  • Drive the evolution and refinement of banker and line of business performance scorecards, architect and institutionalize key performance indicators (KPIs) that measure the success against past performance and future goals

  • Support growth-oriented strategic business initiatives, including market/opportunity assessment and ongoing performance measurement reporting and analysis

  • Define the vision and inform requirements for build-out and refinement of automated business intelligence dashboards that support a variety of needs across client, pipeline, market share, and other domains

  • Drive efficiencies and automation by identifying process improvements, data quality and availability enhancements, and optimization of Wells Fargo India (WFI) team

  • Anticipate evolving partner needs and proactively seek stakeholder feedback to develop a deeper understanding of business priorities and opportunities; step in where necessary to secure agreement or consensus

  • Champion the business case for a data-driven organization by providing actionable, fact-based insight and analysis.

  • Stay current on market and business trends; contribute thought leadership across the organization utilizing technical, business, and domain knowledge

Required Qualifications:

  • 7+ years of Analytics and Reporting, Financial Modeling, Statistics, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Strong analytical skills, with ability to manipulate and derive insights from large, complex data sets with strong attention to detail and accuracy

  • Strong interpretative and consultative skills, with ability to translate empirical insights into actionable, thematic content and provide strategic advice and counsel

  • Strong written and verbal communication skills, with ability to present complex content to senior management in a compelling manner and digestible format

  • Solid understanding of the Commercial Real Estate business

  • Clear understanding of return on capital and P&L analysis

  • Proficiency in Microsoft Excel and PowerPoint (i.e., advanced data modelling/analytics and creating presentations for executive management and other senior stakeholders)

  • Familiarity with Wells Fargo CIB and Commercial Banking systems, tools, and data environments (e.g., Salesforce CRM, CIBDM, WCDIR, WDM, ProfitView)

  • Fluency in relational database concepts

  • Comfort with project management and process enhancement

  • Experience working on teams with an offshore component

  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

  • Dexterity navigating a matrixed environment, including ability to build effective partnerships across various functional teams and levels of the organization

  • Ability to automate and create repeatable/scalable operating and reporting processes with data integrity

  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management

This role will be based in Charlotte, NC or New York, NY.

New York, New York pay range: $115,900 - $206,100

Pay Range

$115,900.00 - $206,100.00 Annual


Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

  • 401(k) Plan

  • Paid Time Off

  • Parental Leave

  • Critical Caregiving Leave

  • Discounts and Savings

  • Health Benefits

  • Commuter Benefits

  • Tuition Reimbursement

  • Scholarships for dependent children

  • Adoption Reimbursement

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Drug and Alcohol Policy

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


Req Number: R-297861-1

Updated: Sun Aug 13 00:00:00 UTC 2023

Location: NEW YORK,New York