Senior Financial Planning & Analysis Analyst
Wells Fargo
About this role:
Wells Fargo is seeking a Senior Finance Analyst role who is responsible for facilitating the financial planning & analysis requirements for the Deposits Finance team.
In this role, you will:
- The team member will be responsible specifically in the Expense Management to facilitate state of the art reporting and provide meaningful information, insights, and trends to the Management to take right and meaningful decisions.
- The team member will also be responsible for supporting the Reporting & Analysis requirements for the broader Deposits finance team. The team member should have a good functional understanding of retail / consumer banking business.
- Perform the key priorities to provide strategic solutions to stakeholders through the development and implementation of robust financial reporting and assist in generating data driven analytics
- Builds Reputation for being a highly responsive individual who thrives on achieving results in a large, complex, diverse organization, who respects the culture, is flexible and adaptable.
- Candidate should be a subject matter expertise on FP&A activities like Month Close, Forecasting/Budgeting, Expense Management (Direct expense / Indirect Allocations), Accruals & managing hierarchy across systems.
- Performing variance / trend analyses and scenario analyses; should be good with the numbers, ability to break the information into meaningful data points.
- Candidate should have good stakeholder engagement skills and should have excellent communication and presentation skills.
- Capable of conducting in-depth research of large data (financial & non-financial) using various tools and providing insightful solutions to stakeholders.
- Interact / coordinate with different teams to proactively raise any specific issues or challenges around the business and work independently with the concerned teams to resolve issues.
- Candidate should be capable of planning and executing projects through timely tracking and delivering them to stakeholders. Serve as a valuable resource to the other members of the team while promoting knowledge sharing and team collaboration.
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:
- MBA (or) Cost & Management Accountant (or) Chartered Financial Analyst with 4+years of post-qualification experience.
- Candidate should have strong FP&A expertise and has experience in working with senior leaders providing strategic solutions.
- Candidate must have hands on experience in LOB / segment / product reporting / management reporting / dashboard / presentations / Analytics / commentary.
- Candidate should have hands on experience on Essbase, Hyperion, Business Objects and should be a subject matter expert in data retrievals from different cubes. (Must have)
- Candidate should have good hands-on experience working on transformational projects focusing on process improvements / Lean / six sigma.
- Candidate should have good exposure to handling workflow applications, be good with BO and or BI Tools and or similar applications. Good expertise in Data Lineage, data flow / architecture and data quality.
- Ability to perform complex analyses, build financial models, draw conclusions, and communicate recommendations to business leaders. Prioritize multiple tasks in a fast-paced environment with critical deadlines.
Job Expectations:
- Good understanding of accounting and preferably knowledge around IFRS and US GAAP is an additional advantage.
- Industry experience strongly preferred.
- Experience of working across one or more geographic territories or regions.
- Advanced knowledge of Excel, Macros, Business Intelligence tools and Power point. Knowledge on dashboarding tools (Power BI / Tableau) is preferred
Posting End Date:
16 Dec 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.
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Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
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b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.