Financial Planning & Analysis Manager

About this role:

Wells Fargo is seeking a Financial Planning & Analysis Manager

In this role, you will:

• Manage and develop a team of financial analysts on diverse business groups regarding low to moderately complex matters related to financial data forecasting of financial metrics, analysis and reporting supporting operating and strategic reviews
• Ensure efficient and effective execution of financial analysis and reporting strategy based on financial research and economic research, that meets brand standards and internal control standards
• Make recommendations for efficient and effective process in support of providing key financial analysis and reporting services such as management reporting, various forecasting and variance analysis
• Identify and recommend opportunities to management on the production of information, budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting and reviews, and presentation and project preparation
• Make decisions and resolve issues on framework to deliver key forecasting projections as well as management of financial reporting
• Lead implementation of complex projects relating to financial planning, analysis, and reporting that impact one or more lines of business
• Collaborate with and consult with peers, colleagues and multiple level managers to implement key risk initiatives to ensure compliance and manage risk
• Manage allocation of people and financial resources for Finance
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

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

Desired Qualifications:

• Bachelor’s or Master’s degree in Finance, Accounting, Business, or Economics (CA / MBA / CFA preferred) 
• 5+ years of experience in Finance, FP&A, Corporate Finance, or Strategic Finance roles 
• Strong understanding of financial planning, forecasting, accounting, and reporting frameworks  
• Proven experience in managing geographically distributed teams 

• Experience in Consumer Banking, Lending, or Retail Financial Services 
  Job Expectations:

• • Lead end-to-end planning processes including annual plans, quarterly forecasts, and long-range outlooks 

  • Coordinate planning activities across business-aligned finance partners to ensure consistency, accuracy, and alignment to strategic objectives 

  • Translate complex financial and business data into concise, executive-ready insights and recommendations for senior leadership 

  • Drive finance transformation across CBL, including adoption of AI tools, process automation, and simplification of reporting and analytics 

  • Build strong relationships with senior leaders across CBL Finance and influence strategic decisions through objective analysis and fact-based recommendations 

  • Lead and develop a high-performing team with clear accountability and ownership 

  • Ensure strong governance, controls, and adherence to accounting and regulatory standards

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.