Senior Financial Planning & Analysis Analyst
Wells Fargo · Bengaluru · onsite · Posted 52d ago
Undisclosed13–13 yrsfulltimeSourced from
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About this role
Job Summary
Wells Fargo is seeking a SeniorFinancial Planning Analysis Analyst
Responsibilities 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
- 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Strong experience handling month-end close, financial reporting, and variance analysis.
- Experience supporting budgeting, forecasting, and long-range planning activities.
- Strong skills in financial commentary writing, business analysis, and providing actionable insights to leadership.
- Advanced Microsoft Excel skills, including financial modeling, Pivot Tables, Power Query, dashboards, and advanced formulas.
- Experience with Hyperion Essbase for financial planning and reporting processes.
- Experience developing dashboards and visualizations using Power BI.
- Working knowledge of Microsoft Copilot and AI-enabled productivity tools to enhance financial analysis and reporting.
- Strong stakeholder management and business partnering experience.
- Excellent written and verbal communication skills with the ability to present financial information to senior leaders.
- Demonstrated ability to work effectively in a collaborative team environment.
- Manage FPA activities supporting Business and Technology Finance.
- Prepare monthly, quarterly, and annual forecasts, budgets, and financial performance analyses.
- Partner closely with finance, business, and technology stakeholders to provide financial insights and support strategic decision-making.
- Utilize Hyperion Essbase for forecasting, planning, reporting, and variance analysis activities.
- Build and maintain Power BI dashboards to enhance visibility into financial performance and key business metrics.
- Leverage Microsoft Copilot and automation capabilities to improve operational efficiency, reporting quality, and analytical effectiveness.
- Deliver timely, accurate, and insightful financial reporting and executive presentations.
- Identify and implement process improvements, automation opportunities, and reporting enhancements.
- Demonstrate strong partnership, accountability, and collaboration while supporting multiple stakeholders and priorities.
- Be a strong team player committed to continuous improvement and execution excellence.
Sourced from naukri
Skills
Automationfinancial dataFinancial CrimescopilotBusiness AnalysisBusiness PartneringFinancial ModelingCommunication Skillsfinancial analysisBudgetingFinancial PlanningcomplianceCustomer RelationshipsfinanceArtificial Intelligence
About Wells Fargo
Wells Fargo
Financial Services
20k+
employees
1852
174 years old
Bengaluru/Bangalore, Karnataka
India
About
Wells Fargo works to create positive social impact in the communities it serves by supporting housing affordability, small business growth, financial health, and a low-carbon economy.
Industries
Financial Services
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Culture
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