Financial Planning and Analysis Analyst

About this role:

Wells Fargo is seeking a Financial Planning & Analysis Analyst. A high caliber Management Reporting individual contributor, the successful candidate will be the key finance contact and business partner to Corporate Finance and Line of Business Finance stakeholders. The candidate will be required to provide detailed financial reporting and analysis, planning and forecasting, presentations and insights, to help drive top-level executive financial reporting that supports strategic business decisions.

In this role, you will:

• Participate in low to moderately complex functions related to financial research, analysis, and reporting
• Review and analyze key financial metrics reporting, including but not limited to budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting, reviews and presentation
• Identify opportunities for process improvements within the scope of responsibilities
• Research low to moderately complex financial data in support of accurate reporting and analysis
• Exercise independent judgment to guide medium risk deliverables around key metrics forecasting, data analysis, and validation
• Present recommendations for resolving all aspects of delivering key financial projections as well as financial reporting to support forecasting and budgeting processes
• Develop expertise on reporting that meets brand standards and internal control standards
• Collaborate and consult with peers, functional colleagues and managers to resolve issues and achieve goals

Required Qualifications:

• 2+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Job Expectation:

• Lead initiatives related to financial research and reporting
• Coordinate and execute the production of companywide reports
• Perform ad hoc financial analysis and support requests from executive management on various matters, including business performance, process improvement, and business transformation
• Interact with senior executives as part of ad hoc analysis requests
• Work with business leaders and business partners to identify reporting and analysis opportunities, and to provide custom reporting, while creatively determining how to best summarize and visualize results

• Play a leading role in continuing to improve the collection, connectivity, and reporting effectiveness of financial data, including but not limited to:

• Determine data needs, source and analyze the underlying financial data used to create reports, and to execute all associated processes and controls

• Partner with internal data providers and stakeholders across all lines of business with the goal to maintain and improve the accuracy and timeliness of reporting on an ongoing basis
• Continue to improve the quality of results by participating in or driving both short- and long-term initiatives to improve the operating model and the quality of sourced data
• Investigate and explain period on period variances in source data. This includes creating data adjustments to resolve data quality issues on a re-occurring and ad hoc basis
• Focus on reduction of manual controls, automation of manual processes, reduction of handoffs, and increasing operational efficiency with executive dashboards and presentations
• Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards
• Support the advancement of broader Finance objectives, including facilitating strategic decisions and outcomes, enhancing existing processes or introducing incremental opportunities to strengthen process linkages and data consistency across the enterprise
• Identify opportunities for process improvements within the scope of responsibilities
• Collaborate and consult with peers, functional colleagues and managers to resolve issues and achieve goals

Desired Qualifications:

• 6+ years of demonstrated experience in one or a combination of the following: finance, accounting, analytics, reporting, data management, or similar fields
• A bachelor’s degree or higher in Business or a complementary field (Finance, Accounting, Economics, Mathematics, Statistics, Computer Science, Data Science, or similar)
• Excellent working knowledge of Essbase and financial reporting systems and applications
• Strong technical and visualization skills (particularly MS Excel and Power BI)
• Proficiency in creating high quality presentations suitable for executive management
• Understanding of financial analysis, financial statements, and key processes in financial services companies
• Strong attention to detail and accuracy - proven ability to produce quality results timely
• Strong analytical skills, including the ability to complete data investigations and summarize findings in a clear and meaningful way
• Excellent verbal and written communication skills, with ability to summarize findings into concise points geared towards the Audience
• Demonstrated success in a matrixed environment or in cross-functional role(s)
• Proven ability to prioritize, stay organized, and bring tasks to complete closure with minimal supervision
• Independent critical thinking, problem-solving and decision-making

Desired Skills:

• Experience data management tools (Power BI, Alteryx, VBA, Python, SQL)
• Good hands-on BI reporting experience preferably in Power BI and Tableau
• Experience in performing data analysis
• Experience with finance technology-enabled data solutions
• Some project leadership experience including ability to facilitate project and process improvements across a large organization, or change management experience
•  Experience within the banking industry is preferred

Posting End Date:

*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.