Markets FP&A Senior Financial Planning Analyst

About this role:

Wells Fargo is seeking a Senior Finance Analyst within CIB Markets Finance, reporting into Markets Financial Planning & Analysis / Modeling. This role supports development and implementation of finance strategy across CIB Markets and is responsible for managing forecasts and budgets to achieve business goals, improve efficiency, and strengthen governance through effective cross-functional partnership, influence, and alignment.

Learn more about our career areas and business divisions at wellsfargojobs.com.

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

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

• Bachelors degree or higher in Finance, Accounting, Statistics, Economics, Business, or a related field; strong business acumen in financial services (particularly banking).
• Highly motivated, self-starting team player accustomed to working in complex organizations, partnering with diverse stakeholders, and delivering results.
• Strong analytical skills with high attention to detail and accuracy; ability to synthesize complex data and communicate clear insights and recommendations.
• Prior experience with balance sheet and/or income statement forecasting; knowledge of asset, liability, and/or liquidity management concepts.
• Markets product knowledge and ability to quickly learn complex instruments.
• Advanced Microsoft Office skills (Outlook, Excel, Word, PowerPoint), including advanced Excel (Index/Match, pivot tables, etc.).
• Experience with data and analytics tools such as Essbase, Python, and/or Tableau.
• Excellent verbal, written, interpersonal, and presentation skills, including comfort presenting forecast outcomes to senior stakeholders.
• Ability to manage multiple competing priorities in an ever-changing environment; exercises independent judgment and collaborates to identify and resolve issues.
• Experience with monthly closing, developing financial projections, and establishing goals.

Job Expectations:

• Required location listed below. Relocation assistance is not available for this position.

• This position offers a hybrid work schedule

• This position is not eligible for VISA sponsorship

Posting Locations:

• 550 S. Tryon Street - Charlotte, North Carolina

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

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.