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Lead Business Aligned Financial Analyst
Wells Fargo. Lead complex real estate financial analysis for strategic initiatives and senior management decisions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling, analysis, and governance within real estate finance, with a strong focus on influencing senior stakeholders and adhering to risk management frameworks. Proven ability to mentor teams and drive continuous improvement in financial processes.
Highest-signal resume keywords
Financial ModelingReal Estate FinanceRisk ManagementExecutive-Level CommunicationData Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisNPV Cash-Flow AssessmentLease AccountingTransaction AnalysisForecasting ProcessesModel CoordinationAFE TrackingComplex Data AnalysisFinancial GovernanceFinancial Recommendations
Soft Skills
MentoringInfluencingCollaborationCommunicationLeadership
Tools & Technologies
MS Excel
Industry Keywords
Corporate Real EstateLease-Vs.-BuySale-LeasebackAcquisitionsDivestituresRisk and Control FrameworkFinancial StandardsStrategic InitiativesDue DiligenceMatrixed Environment
About the role
Key responsibilities & impact- Lead complex real estate financial analysis for strategic initiatives and senior management decisions
- Develop, enhance, and maintain financial models for lease-vs.-buy, sale-leaseback, acquisitions, and dispositions
- Advise senior leaders on financial impacts, risks, and tradeoffs
- Assess P&L and NPV cash-flow implications of real estate strategies
- Partner with strategic planners, relationship managers, and transaction executives
- Lead discussions and present financial recommendations to senior and executive audiences
- Ensure adherence to Wells Fargo’s risk and control framework, transaction approval governance, and modeling standards
- Participate in due diligence for acquisitions, divestitures, and contractual obligations
- Own portfolio-level financial governance, including AFE tracking, forecasting alignment, and model coordination
- Drive financial modeling and forecasting standards, consistency, efficiency, and continuous improvement
- Mentor and provide guidance on complex analyses
- Influence leadership forums through financial expertise, risk awareness, and business partnership
Requirements
What you’ll need- 5+ years of Finance, Accounting, or related experience, or equivalent demonstrated through work experience, training, military experience, or education
- Experience in commercial or corporate real estate finance, including transaction analysis, lease accounting, lease vs. buy, sale-leaseback, acquisitions, and dispositions
- Strong financial modeling and complex data analysis experience
- Advanced MS Excel skills
- Experience developing, enhancing, or governing financial modeling standards, forecasting processes, and analytical frameworks
- Ability to influence and partner with senior stakeholders in a matrixed environment
- Strong verbal, written, and executive-level communication skills
- Strong risk management mindset and experience within a corporate risk and control framework
- Ability to work independently, manage multiple priorities, and deliver results in a fast-paced environment
- Demonstrated leadership through mentoring, knowledge sharing, and contributing to a collaborative team culture
- Ability to work from one of the Irving, Texas or Charlotte, North Carolina locations on a hybrid schedule
- Not eligible for visa sponsorship
Benefits
Comp & perks- Hybrid work schedule
- Relocation assistance is not available
- Equal opportunity employment
- Medical accommodation available upon request
- Drug-free workplace