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:

• Bachelor's/masters 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 andanalyze 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.