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
Senior Lead Analytics Consultant – Deposits, Global Payments and Liquidity
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