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:

• Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Bachelor's/Master’s Degree in Finance, Accounting, Business, or Economics; CA/CFA/MBA a plus
• Experience in finance or accounting roles, including monthly close, management reporting, Monthly business review decks
• Ability to perform complex analysis, build financial models, draw conclusions and communicate recommendations to business leaders.
• Exposure to key accounting tools like Oracle Financials, Essbase.
• Exceptional Essbase, Excel, PowerPoint and strong knowledge using pivot tables, v-lookups, tracing formulas, and running macros
• Advanced knowledge on Power BI and Power app is important for this role
• Ability to prepare executive level presentations, management reporting, and analysis
• Strong analytical skills with high attention to detail and accuracy
• Strong time management skills and ability to meet deadlines
• Sense of urgency with ability to adapt to fast changing priorities and timelines
• Self-starter with exceptional critical thinking skills combined with a strategic business focus; can recognize issues and implement solutions with minimal guidance
• Excellent communication skills (oral and written) for regular connections with leaders and broader finance team, organizational skills, and experience articulating issues, risks, and proposed solutions to management

Job Expectations:

• Manage centralized forecasting processes and tools in support of function-facing Finance leads
• Maintain Finance hierarchy and structural alignment to functional organization below OC-1 level
• Build central financial transfer tracking infrastructure and content and assists dedicated function-facing teams with coordinating activities as needed
• Own initial calculation of transfer impacts for budget and management reporting adjustments, and coordinates system inputs with function-facing leads
• Track incoming expenses against established Statements of Work, and manages monthly accruals and forecast recommendations to function-facing leads
• Own maintenance of mapping between Financial hierarchy and Human Resources hierarchy at senior leadership levels
• Conduct in-depth research of financial data and analyze and report findings; collaborating with business partners
• Collect financial data, perform high-level analysis, identify and resolve issues or complex problems; communicate and provide updates to business partners
• Develop a “continuous improvement” mindset within the team and help drive this culture across the finance function
• Document procedures to ensure effective repeatable processes
• May analyze the trends of Key Performance Indicators (KPI), especially relating to financial metrics, monitor KPI and identify the cause of any unexpected variances
• May recommend business strategies or approaches and provide input to business strategic plans based on various analysis
• The shift timing will be from 1.30PM -10.30PM IST

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.