Senior Financial Planning & Analysis Analyst

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:

• Strong experience handling month-end close, financial reporting, and variance analysis.
• Experience supporting budgeting, forecasting, and long-range planning activities.
• Strong skills in financial commentary writing, business analysis, and providing actionable insights to leadership.
• Advanced Microsoft Excel skills, including financial modeling, Pivot Tables, Power Query, dashboards, and advanced formulas.
• Experience with Hyperion Essbase for financial planning and reporting processes.
• Experience developing dashboards and visualizations using Power BI.
• Working knowledge of Microsoft Copilot and AI-enabled productivity tools to enhance financial analysis and reporting.
• Strong stakeholder management and business partnering experience.
• Excellent written and verbal communication skills with the ability to present financial information to senior leaders.
• Demonstrated ability to work effectively in a collaborative team environment.

Job Expectations:

• Manage FP&A activities supporting Business and Technology Finance.
• Prepare monthly, quarterly, and annual forecasts, budgets, and financial performance analyses.
• Partner closely with finance, business, and technology stakeholders to provide financial insights and support strategic decision-making.
• Utilize Hyperion Essbase for forecasting, planning, reporting, and variance analysis activities.
• Build and maintain Power BI dashboards to enhance visibility into financial performance and key business metrics.
• Leverage Microsoft Copilot and automation capabilities to improve operational efficiency, reporting quality, and analytical effectiveness.
• Deliver timely, accurate, and insightful financial reporting and executive presentations.
• Identify and implement process improvements, automation opportunities, and reporting enhancements.
• Demonstrate strong partnership, accountability, and collaboration while supporting multiple stakeholders and priorities.
• Be a strong team player committed to continuous improvement and execution excellence.

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.