Stephen Ricks
Managing Director, Commercial Banking Finance Analytics at Wells Fargo | Driving Market, Client, & Sales Insights at Scale
- Role
- Analytics Director, Commercial Banking at Wells Fargo
- Location
- Tempe, AZ, US
- LinkedIn followers
- 500 followers
About Stephen Ricks
I am a manager in the analytics space with extensive experience in Commercial Banking. My background is originally in accounting and finance focusing on delivering solutions for the sales organizations. More recently, I have been developing analysis and reporting for our executive teams across a wide range of topics and disciplines in order to provide them with the tools needed to drive growth in the business.Specialties: executive presence, concise insights and packaging, market sizing and analysis, business intelligence, incentive compensation, data aggregation, data model development, ad-hoc reporting, process improvement, data analysis, management and development of team members
Experience
Analytics Director, Commercial Banking
Mar 2023 — Present · Phoenix, AZ, US
Responsible for leading a team producing insights on the Commercial Bank’s total addressable market, sales representative performance, pricing analysis, and the development of insights related to recurring business reviews at OC level. Partner extensively with AI/ML team in identifying and disseminating prioritized prospects, customers, and prospects.• Manage a team of 30 US resources and direct body of work of 40 offshore analysts• Represent analytics team with Operating Committee + 1 team members. Partner to provide holistic solutions to create recurring and ad-hoc analysis for unique businesses and products• Drive efficiency in data sourcing by setting standards around measuring sales performance and activity, client counts, and other KPIs utilized to manage the business• Aggregate multiple and disparate data sources to complete to create timely, meaningful analysis for presentation to senior executives in a high-pressure, short turn around environment
Education
W. P. Carey School of Business – Arizona State University
MBA, Business
2008 — 2010
Skills
- Business Process Improvement
- Microsoft Office 2007
- Hyperion
- Analysis
- Portfolio Management
- Financial Analysis
- Budgets
- Finance
- Variance Analysis
- Hyperion Enterprise
- Corporate Finance
- Credit
- Financial Modeling
- Employee Management
- Reporting & Analysis
- Process Improvement
- Financial Reporting
- Incentive Programs
- Executive Reporting
- Management
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