Lead Finance Data & Application Consultant

About this role

Wells Fargo is seeking a Lead Finance Data & Application Consultant to join our Finance team.  This position requires strong information systems experience combined with sound business and reporting acumen. This role sits within the Finance Transformation Office, with a primary focus on enterprise management reporting. The ideal candidate will have the ability to interpret banking financial statements and support applications that enable internal performance reporting across the lines of business.

As part of a transformation-focused organization, this role requires mastering legacy reporting applications while helping transition existing use cases to modern technology platforms. Success in this function depends on the ability to collaborate effectively with finance stakeholders across the enterprise, translate requirements into actionable deliverables, and support the development of scalable, future‑ready solutions. This position offers a unique opportunity to build a broad enterprise financial perspective while gaining hands-on experience with modern analytical and data technologies.

In this role, you will:

• Lead complex data product initiatives, including enterprise-wide efforts with cross-functional impacts, to drive data enablement and capability enhancement across platforms and utilities.

• Review and analyze multi-faceted, large-scale, or long‑term data product initiatives that require deep evaluation of multiple factors—including intangible and unprecedented considerations—to support data enablement strategies and roadmaps aligned with governance standards.

• Make decisions in complex scenarios by applying strong knowledge of data, analytics, and integration requirements, informing prioritization, solution architecture, and roadmap development while guiding teams toward successful delivery.

• Collaborate strategically with peers, colleagues, and mid‑ to senior‑level leaders to ensure data product solutions are designed for optimal performance, support analytics across multiple platforms, and resolve data‑related issues; may lead projects, mentor peers, or guide workstreams.

• Provide strategic input on use case intake, prioritization decisions, and product roadmap development, contributing to key business processes and planning activities.

• Manage complex datasets with a strong focus on end‑user needs and business objectives, maintaining alignment with established data governance practices.

• Create and maintain data product roadmaps throughout the product life cycle, including detailed specifications, requirements, and process flows.

• Design and maintain innovative data products that enable data availability for business intelligence, analytics, and reporting.

• Serve as a strategic liaison between data management, product teams, data engineering, and architecture partners across the full data product lifecycle.

Required Qualifications:

• 5+ years of data product or data management experience, or equivalent demonstrated through one or a combination of the following:  work experience, training, military experience, education

Desired Qualifications:

• Demonstrated experience with core banking concepts, including liquidity management, capital frameworks, balance sheet yield analysis, and funds transfer pricing

• Ability to accurately interpret outputs from accounting information systems and general ledger platforms

• Proficiency in analytic and reporting tools such as Essbase, SQL, Power BI, or comparable technologies

• Strong aptitude for emerging technologies, including Artificial Intelligence, with the ability to leverage AI to drive process efficiencies

• Proven ability to lead change initiatives, manage competing priorities, communicate deliverables clearly, and establish realistic timelines

• Skilled in translating complex financial and technical topics into clear, understandable communications for broad audiences

• Ability to utilize Jira for project and workflow tracking

• Experience supporting daily, monthly, and quarterly reporting cycles

• Strong collaboration skills with internal risk, compliance, and control partners

• Ability to follow established control processes and integrate new control requirements into existing and future applications

• Demonstrated capability to identify automation, simplification, and optimization opportunities across legacy and emerging processes               

Job Expectations:

• This role is not eligible for Visa sponsorship

• This role offers a hybrid work schedule

Specific compliance policies may apply regarding outside activities 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.

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.