Senior Financial Planning Analysis analyst
Wells Fargo
About this role:
Wells Fargo is seeking a Senior Financial Planning & Analysis Analyst
In this role, you will:
- Lead or participate in moderately complex initiatives related to financial research, analysis, and reporting
- Review and analyze moderately complex financial data while providing a broad expertise and unique skills used to develop key metrics reporting, including but not limited to budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting, reviews, and presentation
- Contribute to large scale planning such as economic research in support of management decision making
- Research key financial metric forecasting projections as well as management of financial reporting to support forecasting and budgeting processes
- Develop strategies and make recommendations for forward financial planning as well as enhancing financial reporting
- Lead projects to meet the implementation of moderately complex projects impacting one or more lines of business and exercise independent judgment while leveraging a solid understanding of the function, policies, procedures, and compliance requirements
- Establish effective and efficient reporting delivery that meets brand standard and internal control standards
- Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals
Required Qualifications:
- 4 + years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Bachelor's/master’s degree in finance, Accounting, Business, or Economics; CA/CFA/MBA a plus
- Experience in finance or accounting roles, including monthly close, management reporting, Monthly business review decks
- Ability to perform complex analysis, build financial models, draw conclusions and communicate recommendations to business leaders.
- Exposure to key accounting tools like Oracle Financials, Essbase. Exceptional Essbase, Excel, PowerPoint and strong knowledge using pivot tables, v-lookups, tracing formulas, and running macros
- Working knowledge of key tools like Dodeca FAST and Power BI or any Next Gen AI tools
- Ability to prepare executive level presentations, management reporting, and analysis
- Strong analytical skills with high attention to detail and accuracy
- Strong time management skills and ability to meet deadlines
- Sense of urgency with ability to adapt to fast changing priorities and timelines
- Self-starter with exceptional critical thinking skills combined with a strategic business focus; can recognize issues and implement solutions with minimal guidance
- Excellent communication skills (oral and written) for regular connections with leaders and broader finance team, organizational skills, and experience articulating issues, risks, and proposed solutions to management
Job Expectations:
- Manage centralized forecasting processes and tools in support of function-facing Finance leads
- Maintain Finance hierarchy and structural alignment to functional organization below OC-1 level
- Build central financial transfer tracking infrastructure and content and assists dedicated function-facing teams with coordinating activities as needed
- Own initial calculation of transfer impacts for budget and management reporting adjustments, and coordinates system inputs with function-facing leads
- Track incoming expenses against established Statements of Work, and manages monthly accruals and forecast recommendations to function-facing leads
- Own maintenance of mapping between Financial hierarchy and Human Resources hierarchy at senior leadership levels
- Conduct in-depth research of financial data and analyze and report findings; collaborating with business partners
- Collect financial data, perform high-level analysis, identify and resolve issues or complex problems; communicate and provide updates to business partners
- Develop a “continuous improvement” mindset within the team and help drive this culture across the finance function
- Document procedures to ensure effective repeatable processes
- May analyze the trends of Key Performance Indicators (KPI), especially relating to financial metrics, monitor KPI and identify the cause of any unexpected variances
- May recommend business strategies or approaches and provide input to business strategic plans based on various analysis
- The shift timing will be from 1.30PM -10.30PM IST
Posting End Date:
18 Sep 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.
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.