Strategic Finance Analyst supporting financial decision - making at AllTrails. Contributing to financial modeling, forecasting, and cross - functional analysis in a remote capacity.
WF
Hybrid Senior Lead Analytics Consultant – Deposits, Global Payments and Liquidity
Posted 5 months ago
About the role
- Lead analytics for Wells Fargo CIB deposits, global payments, and liquidity. Build BI solutions, dashboards, and mentor team while partnering with finance stakeholders.
Responsibilities
- Lead the enhancement and ongoing support of the commercial deposits reporting platform, delivering actionable insights on portfolio and customer activity
- Collaborate closely with Deposits Strategy, GPL business, and Finance partners to understand and anticipate both immediate and long-term business needs
- Translate complex business requirements into clear, technical specifications for effective solution delivery
- Manage and prioritize multiple projects to advance the commercial deposits and GPL analytics platform, driving improvements in Tableau, Power BI, and Excel reporting
- Design and build intuitive dashboards and reports, surfacing insights in formats tailored for senior stakeholders
- Proactively adjust metrics and reporting content to reflect strategic initiatives and market trends
- Oversee project delivery, ensuring requirements are tracked, backlogs are prioritized, and cross-functional teams are aligned
- Conduct ad-hoc data analysis to support new business requests and strategic projects
- Ensure robust data quality and resiliency in all reporting deliverables
- Build and maintain strong relationships with business and technology partners across regions and time zones
- Provide analytical support to the broader CIB Data Insights & Analytics team as needed
- Mentor and guide junior team members, interns, and external contractors
- Embrace innovation in reporting, including the use of AI agents and chatbots
Requirements
- 7+ years of Analytics, Reporting, Financial Modeling or Statistics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Advanced proficiency in SQL and relational databases, with 7+ years of scripting/coding experience
- 5+ years of hands-on business intelligence development using Tableau, Power BI, Oracle BI, or Python, including at least 3 years of daily Tableau experience
- Experience with database tools such as Dremio, TOAD, SQL Server Management Studio, Business Intelligence Development Studio, and Oracle
- Prior analytics and reporting experience in deposits, payments, and liquidity products
- Background in Corporate and Investment Banking or management consulting
- Ability to leverage AI tools (e.g., Copilot)
- Experience with Agile methodologies and tools (e.g., Jira, Confluence)
- Exceptional verbal, written, and presentation skills
- Demonstrated success working with diverse stakeholders and senior leaders
- Strong analytical, organizational, and communication skills
- Ownership mentality and adaptability to ambiguous requirements and evolving business needs
- Commitment to continuous learning and staying current with financial, regulatory, and technology trends
- Ability to influence without authority and build consensus across diverse teams
- Flexibility to support occasional weekend or evening work as needed
- 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
Benefits
- 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
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Tech skills
Location requirements
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