Sr. AVP FP&A - CDAI

About this Role:

Wells Fargo is seeking a Senior Financial Planning & Analysis Analyst to support the CSBB CDAI team. This role will serve as a strategic finance partner, delivering insights and analytics that drive business performance across AI and data-driven initiatives. The ideal candidate will bring strong financial acumen, storytelling ability, and a passion for innovation in financial reporting and planning.

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

Job Expectations:

• 8-10 years of experience in Finance, or equivalent demonstrated through work experience, training, military service, or education.
• Strong understanding of financial planning, forecasting, and variance analysis.
• Advanced proficiency in Excel and PowerPoint; experience with financial modeling and business intelligence tools.
• Excellent communication, storytelling, and stakeholder engagement skills, with the ability to influence senior leaders.
• Ability to manage multiple priorities in a fast-paced, matrixed environment.

Desired Qualifications:

• Exposure to AI business models and financial support for data science or analytics teams.
• Strong storytelling and data visualization skills to translate financials into compelling narratives.
• Proficiency in Power BI for dashboarding and reporting.
• Experience in performance reporting, headcount analysis, and cost optimization.
• High attention to detail and accuracy in financial analysis and reporting.
• Flexibility to work across time zones and collaborate with U.S.-based counterparts.
• Lead or contribute to moderately complex financial initiatives, including forecasting, budgeting, and performance analysis for CDAI programs.
• Build and maintain financial models to support scenario planning, investment decisions, and ROI analysis.
• Analyze past results, perform variance analysis, and provide actionable commentary to senior leadership.
• Develop and deliver executive-ready presentations and dashboards using tools like Power BI and Excel.
• Collaborate with cross-functional teams (Data Science, Strategy, Risk, Technology) to align financial insights with business goals.
• Identify and drive process improvements, including automation of reporting and forecasting tools.
• Support ad hoc analysis and business case development for new AI and analytics capabilities.
• Ensure compliance with internal controls and reporting standards.