Senior AVP - 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:

• MBA (or) Cost & Management Accountant (or) Chartered Financial Analyst with post-qualification experience.
• Candidate should have strong controls / risk mindset and has domain experience in working with senior leaders providing strategic solutions.
• Candidate should have good financial modelling, forecasting, template building, dashboard and presentation skills as this will really help in transforming the reports to the next level.
• Candidate should have Essbase, Hyperion and should be a subject matter expert in data retrievals from different cubes. Knowledge of Tableau, Power BI or other reporting tool, Advanced knowledge of Excel, Macros, Business Intelligence tools and Power point
• Ability to work both independently and within team environment. Strong communication and presentation skills.
• Ability to perform complex analyses, build financial models, draw conclusions, and communicate recommendations to business leaders.
  
  

Job Expectations:

About The Role

This Individual contributor role (Senior Finance Analyst) will be part of the Consumer and Small Business working with the Deposits Balances & Pricing finance team. The key priorities for this role will be to provide strategic solutions to stakeholders through strong business acumen displaying executive presence, provide meaningful insights to the management team on all aspects of financials pertaining to reporting, forecasting & model governance related to Balances. Looking for candidate with strong controls/ risk mindset who is proactive in researching variances, problem solving in a timely fashion given the quick deadlines, provide meaningful insights to the management team on all aspects of financials to facilitate better deep dives and effective management decisions.

• Strong analytical and critical thinking skills combined with strategic business focus and ability to lead from the front.
• Strong understanding of Deposits products, their P&L components, methodologies employed in arriving at NII with good knowledge on macro & micro factors affecting the Deposit balances for the banks.
• Reputation for being a highly responsive individual who thrives on achieving results in a large, complex, diverse organization, who respects the culture, is flexible and adaptable.
• Develop and Execute Model controls for monthly/quarterly/semiannual forecasting and stress test activities.
• Prepare model files for forecast, Calculate modeled balances from primary and benchmark model results, providing comparative analysis and linking into model results.
• Review and analyze forecasted FTP rates, completing comparisons to prior runs, researching variances, confirming changes are correct in CURP (current position).
• Prepare RRP 10-year projections, confirm data provided for first 5 months aligns to expected, calculate remaining months, provide forecast to QRM partners and confirm results once processed
• Develop & maintain forecast balances, yield, FTP rates, completing reconcilements between systems. Execute queries for transaction flow analysis and/or review checks for accuracy.
• Support preparation of forecast review materials, including sensitivities, overlays and related documentation required for CCAR.
• Support QRM entity expansion, modifying model and testing model files, testing QRM results, training on QRM processes to load data directly
  
  

Posting End Date:

20 Feb 2026

• 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-508504