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:
Expert-level proficiency in Microsoft PowerPoint and related tools.
Strong understanding of storytelling principles and ability to structure presentations for maximum impact.
Excellent visual design skills (color theory, typography, layout).
Ability to translate data and business insights into engaging stories.
Strong communication and collaboration skills.
Time management and ability to work under tight deadlines.
Job Expectations:
Lead or participate in moderately complex initiatives across financial research, analysis, reporting, and executive storytelling, applying strong technical expertise and independent judgment to support business decision‑making.
Design and deliver high‑quality, visually compelling PowerPoint presentations that translate complex financial and strategic data into clear, engaging narratives; collaborate with stakeholders to define objectives, audience, and messaging, and develop cohesive storyboards and presentation flows aligned with brand and control standards.
Provide broad financial expertise across budgeting, forecasting, variance analysis, and economic research, supporting large‑scale planning, forward financial strategy, and monthly/quarterly management reporting.
Lead and support moderately complex projects impacting one or more lines of business, including the implementation of enhanced reporting frameworks and analytical processes, ensuring efficiency, accuracy, compliance, and consistency.
Collaborate and consult with peers, colleagues, and managers to resolve issues, enhance financial reporting and storytelling, and achieve organizational goals, while staying current on design trends, storytelling techniques, and analytical best practices.
Experience with graphic design tools (Adobe Illustrator, Photoshop, Canva).
Familiarity with data visualization and narrative design.
Prior experience in corporate presentations, consulting, or marketing.
Posting End Date:
9 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.