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:

CA / CMA / MBA Graduate with financial or banking sectors including monthly close / management reporting / dashboard / presentations / commentary / Analytics experience, with minimum of 2+ years integrating AI into financial workflows.

Progressive track record of management reporting experience with familiarity of running and or working in a geographically diverse team.

Strong Financial analysis and experience in providing timely and relevant recommendations to drive business decisions and outcomes.

Collaborate with business and other finance team members to deliver seamless integration of financial reporting and analytics to support business strategies and facilitate business and pricing decisions.

Strong knowledge of SQL, Excel, Macros, Power BI, Power Apps, PowerPoint and BI tools.

Proficiency in AI frameworks and tools adoption (e.g., Python, Copilot, generative AI), data querying (SQL), and advanced analytics platforms (Power BI, SAS, Tableau).

Creative and strategic thinking skills, including the ability to analyze business transactions and identify key Finance risks/mitigating controls,

Ability to work under pressure and maintain high energy levels.

Must be able to work independently with positive collaboration within a fast paced, team environment.

Job Expectations:

Ensure that monthly and quarterly financial books are closed accurately and on time.

Understanding on Loans & Deposits products a Must and banking fundamentals

Helping craft and load the monthly forecast and annual budget

Monitor costs by comparing forecasts to actuals and provide variance analysis to stakeholders.

Conduct in-depth research on financial and operational data, analyze, interpret, and report findings while collaborating with business partners.

Collect financial data, perform high-level analysis, test for accuracy, and resolve complex problems.

Report to the Head of Financial Planning & Analysis for the Commercial Banking segment.

Perform complex variance and trend analyses and provide guidance to business partners on relevant financial policies.

Reconcile and consolidate extensive data, perform scenario and sensitivity analysis to forecast outcomes, and create key metrics for monitoring.

Analyze trends of Key Performance Indicators (KPIs), especially financial metrics, and identify causes of unexpected variances.

Evaluate financial results and associated reporting, conduct financial and commercial studies to develop analyses.

Create and/or monitor systems or models to predict financial outcomes.

Recommend business strategies and provide input to strategic plans based on various analyses.

Understand economic, headcount, and year-to-date trends to provide variance analysis.

Demonstrate strong financial acumen and provide strategic and analytic support to business teams.

Suggest innovative ideas to improve processes.

Possess strong skills in modern tools like Power BI, Alteryx, and Python.

Experience with machine learning models (ML), large language models (LLM), natural language processing (NLP), and generative AI tools are essential.

Customer and portfolio level reporting and analytics leveraging ProfitView and other systems of record

Monthly financial packages out of Hyperion Essbase

Coaching and mentoring junior resources

Posting End Date: 

*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.