About this role:
Wells Fargo is seeking a Lead Financial Planning & Analysis Analyst
In this role, you will:
Lead complex initiatives on matters related to financial research, analysis, and reporting
Make decisions in multi-faceted situations, providing advice and technical expertise on matters related to complex financial analysis and forecasting as well as economic research in support of management decision making functions
Research strategies and make recommendations for forward financial planning as well as enhancing reporting systems to support the production of financial reporting and analysis
Provide support to more experienced professionals in the management of budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting and reviews, and presentation and project preparation
Review and analyze complex technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors
Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards
Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements
Strategically collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals
Required Qualifications:
5+ 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, reporting and presentation skills
Exposure to key accounting tools like Oracle Financials, Essbase etc.
High integrity and do what is right, fair and respectful
Innovative problem solver
Relationship building skills
Attention to detail – Recognizes the importance of detail to ensure data integrity
Comfortable to work in Rotational shifts
Advanced Microsoft Office (Word, Excel and PowerPoint) skills and exposure to tools such as Power BI, Tableau, Alteryx would be an added advantage.
Job Expectations:
Execute balance sheet and net interest income (inclusive of yields and cost of funds) forecasts, reporting, and analytics related to deposits, loans, or other products
Contribute to wide reaching Stress Test and Resolution Planning process and related documentation including partnership with Business Finance, Corporate FP&A, Corporate Enterprise Risk Group, and Risk Modeling Group
Support the development and implementation of trading related models to assess balance sheet valuation and revenue changes under baseline and stress testing conditions
Build deep understanding of dynamics and assumptions related to model assumptions, including management judgement, and other drivers used to build balance sheet and net interest income projections
Produce complex reporting and analytics to provide management with meaningful insight into underlying drivers impacts balances and income forecasts
Ensure accurate recurring deliverables are completed timely, establish controlled processes, and support ongoing strategic initiatives such as forecast transformation efforts, process improvements, forecasting model built-out and enhancement, etc.
Responsible for compliance with forecast governance and oversight requirements and ensuring that model KPIs are properly tracked, model risks are appropriately managed and mitigated
Constantly look for opportunities to improve processes, enhance controls, and build advanced analytics
Collaborate and consult with peers, colleagues and managers to meet deadlines, resolve issues and achieve goals
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
CA / CMA / MBA Graduate with experience of financial or banking sectors experience
Progressive track record of management reporting experience with familiarity of running and or working in a geographically diverse team
Strong Financial analysis and experience in providing timely and relevant recommendations to drive business decisions and outcomes
Demonstrable change management skills, particularly those involving process re-engineering and systems change
Strong interpersonal and communication skills, including the ability to give presentations and briefings to senior management
Creative and strategic thinking skills, including the ability to analyze business transactions and identify key Finance risks/mitigating controls,
Ability to work under pressure and maintain high energy levels
Must be able to work independently with positive collaboration within a fast paced, team environment
Posting End Date:
25 Mar 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:
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.