Brian Moreland

Senior Analytic Manager Executive Director, Commercial Banking Analytics @Wells Fargo

Charlotte, NC, US
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WORK HISTORY

Jan 2021 — Present

Senior Analytic Manager Executive Director, Commercial Banking Analytics @Wells Fargo

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Charlotte, NC, US

Leading a global analytics team of 30+(7 direct reports, 23 offshore analysts) to drive business intelligence, sales analytics, and data strategy for Wells Fargo’s Commercial Banking division. Spearheading the development of data frameworks, BI visualization, and reporting automation to enhance decision-making across employees.KEY ACHIEVEMENTS-Developed and deployed Fund Flow & Credit Usage tools, leading to 72% adoption across sales teams and driving a 19% increase in deposit balance growth-Designed advanced trigger-based liquidity analytics, enabling sales teams to proactively manage customer risks and opportunities-Led BI tool strategy to modernize analytics capabilities, integrating Power BI, Tableau, and SQL-driven insights-Provided monthly business unit reports tracking sales goals, profitability, and deal pipeline for leadership.

EDUCATION

2012 — 2016

University of North Carolina at Charlotte

Master of Science (MS), Mathematical Finance

2003 — 2007

UC San Diego

Bachelor, Economics

SKILLS

ManagementInternal AuditRSasUnixProblem SolvingDerivativesInterest Rate SwapsPowerpointMicrosoft ExcelSapData AnalysisPivot TablesStatisticsMatlabOptionsMicrosoft AccessEconometricsLeadershipPythonMicrosoft OfficeRisk ManagementQuantitative AnalyticsMachine LearningStochastic ModelingDatabasesVisual BasicHyperion EnterpriseSqlPayrollAnalysisAccessForwardsOutlookAnalyticsFuturesCorporate FinanceProcess EnhancementManagement AccountingMicrosoft Word

ABOUT BRIAN MORELAND

I am a results-driven analytics leader with over a decade of experience in business intelligence, data strategy, and analytics leadership. I specialize in developing scalable data frameworks, optimizing BI reporting, and delivering actionable insights that drive business growth and operational efficiency. Business Intelligence & Data Frameworks – Expertise in designing scalable BI solutions, automating enterprise reporting frameworks, and implementing self-service analytics platforms to empower decision-makers. Skilled in Tableau, Power BI, ThoughtSpot, SQL-based reporting, and enterprise data structures. Leadership & Cross-Functional Strategy – Proven ability to lead global analytics teams, collaborate with senior stakeholders, and drive enterprise-wide analytics initiatives that improve sales enablement, risk insights, and financial performance. Impact & Innovation – Designed and implemented Fund Flow & Credit Usage tools, achieving 72% adoption among employees, leading to a 19% increase in deposit balance growth. Developed trigger-based liquidity and credit analytics that enhanced sales decision-making across commercial banking.As I continue my career, I am passionate about leading large-scale analytics transformations that bridge the gap between data and business strategy. I’m eager to leverage my expertise in business intelligence, data governance, and BI visualization tools to drive meaningful impact at scale.

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Brian Moreland — Senior Analytic Manager Executive Director, Commercial Banking Analytics at Wells Fargo in Charlotte, NC, US | Unifers