Senior Financial Planning & Analysis Analyst

4 years

0 Lacs

Posted:15 hours ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

About this role:

Wells Fargo is seeking a Senior Financial Planning & Analysis Analyst

In This Role, You Will

  • Ensure Monthly/Quarterly books are closed in timely and accurate manner
  • Work on monitoring cost viz. forecast vs actual and provide variance analysis to stakeholders
  • Conducting in-depth research of financial, operating and analyzing, interpreting and reporting findings; working with business
  • Collect financial data, performing high-level analysis, testing for accuracy, identifying and resolving complex problems
  • Report to the Head of Financial Planning & Analysis for the Commercial Banking segment Performing most complex variance and trend analyses; communicating and providing guidance to business partners regarding relevant financial policies
  • Requires extensive data reconciliation & consolidation as well as analysis, additionally coupling the use of scenario and sensitivity analysis to forecast possible outcomes, and use this theoretical information to create key metrics for monitoring
  • Analyze the trends of Key Performance Indicators (KPI), especially relating to financial metrics, monitor KPI and identify the cause of any unexpected variances
  • Evaluate all financial results and associated reporting, conduct financial and commercial studies to develop analyses
  • Creating and/or monitoring systems or models to predict financial outcomes
  • Recommending business strategies or approaches and providing input to business strategic plans based on various
  • Understands the economic, HC and YTD trend upwards and downwards to provide variance analysis.
  • Improvise the process by suggesting innovative ideas

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 analytical and critical thinking skills and ability to prepare and present analysis and recommendations
  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management Ability to translate and present complex guidance and data in a manner that educates, enhances understanding, and influence decisions
  • Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing processes
  • Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others
  • Sense of urgency, passion for results, and personal accountability for achievement
  • Strong controls background and mindset
  • Ability to influence and partner with senior business leaders to gain commitment to accomplish business goals
  • Comfortable to work in Rotational shifts including Night shift

Job Expectations:

  • Graduate / Masters / CA / CMA in Accounting, Finance or Business Administration Collect, centralize and consolidate the data from different source and present it to market leaders for business decision making.
  • Collaborated with various market and regional heads on daily basis for producing various metrics for business review.
  • Strong PowerPoint and Excel skills required.
  • Strong communication skills required for a regular connect with senior leaders.
  • Exposure to key accounting tools like Oracle Financials, Essbase and Tableau / Power BI.
  • Strong time management skills and ability to meet deadlines.

Posting End Date:

14 Oct 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

  • Third-Party recordings are prohibited unless authorized by Wells Fargo.
  • Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Reference Number

R-486392

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Wells Fargo

Banking and Financial Services

San Francisco

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