Lead Financial Planning & Analysis Analyst
Wells Fargo
About this role:
Wells Fargo is seeking a Lead FP&A Analyst to support the Legal Entity Expense Allocations process. This position resides in the Corporate & Strategic Finance organization. This is an important finance function focusing on legal entity billing for internal services supporting the Enterprise Service Taxonomy, Resolution and Resiliency Planning and financial performance. The analyst will be a subject matter expert on costing methodologies, cost drivers, service evidence and support, as well as developing strong working relationships across multiple businesses and international finance teams.
In this role, you will:
- Advise finance partners on costing best practices, financial impacts for legal entity performance and regulatory requirements.
- Lead change initiatives related to costing methodologies, including conducting impact analyses, developing training materials, coordinating testing, and ensuring thorough documentation.
- Partner with all levels of enterprise costing team, multiple business finance teams and Finance Transformation Office in support of monthly production execution
- Serve as a thought partner and technical advisor in implementing Corporate & Strategic Finance priorities, contributing to both strategic planning and tactical execution.
- Execute successfully within strict monthly production deadlines managing your time and upstream partner deliverables
- Collaborate and consult with peers in multiple global regions.
Required Qualifications:
- 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Familiar with expense allocations concepts - Service Taxonomy, Cost Drivers, Spend Recovery Analysis
- Intermediate level user of Essbase cube data (Revenue, Balance Sheet and Expense/FTE/Headcount), Dodeca reporting platform, Corporate FP&A standards, and Corporate Legal Entity concepts and risk factors.
- Strong ability to work with large datasets, using tools like Excel and Essbase output
- Strong analytical and problem-solving skills to identify financial issues and develop solutions.
- Excellent verbal and written communication skills to convey complex financial information clearly and concisely.
- High level of accuracy and attention to detail in financial analysis and reporting.
- Ability to lead and mentor junior analysts and collaborate effectively with cross-functional teams.
- Strong documentation skills to support internal controls, policies and procedures
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. Information will be shared about expectations during the recruitment process
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$100,000.00 - $179,000.00Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- 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
Posting End Date:
5 Aug 2025*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.
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.