About this role:
Wells Fargo is seeking a Senior Financial Planning & Analysis Analyst to join the FP&A team within Consumer Banking & Lending (CBL) Finance. CBL offers diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, as well as home, auto, personal, and small business lending. The FP&A team serves as a central partner to business and finance leaders for forecasting, reporting, strategic planning, and executive routines across CBL. The team partners closely with the CBL CFO and LOB finance teams while also serving as the primary liaison to Corporate FP&A, Investor Relations, and other functions like Corporate Strategy. The Senior Analyst will play a key part in coordinating those efforts and supporting senior leadership decision making.
In this role, you will:
- Own a balanced portfolio of recurring FP&A deliverables (forecast, planning, reporting) as well as ad hoc analyses and strategic projects, exercising sound judgement to anticipate needs, research/solve problems, and deliver high quality results
- Synthesize financial results, business drivers, and strategic commentary across ~7 CBL businesses, ensuring that key messages are clear, accurate, and fit for the audience (CFOs, business leaders, external investors, etc.)
- Serve as a trusted partner to CBL CFOs and their teams by driving planning and reporting routines, communicating evolving requirements in a timely manner, and coordinating execution
- Anticipate the needs of executive leaders by shaping reporting content, challenging assumptions, and delivering materials or analyses that are decision-ready
- Strategically collaborate and consult with peers, colleagues, and mid-to-senior level managers to resolve issues and improve reporting transparency
- Represent CBL in finance transformation initiatives, helping drive improvements in reporting, data capabilities, processes, and tools that increase efficiency and decision-usefulness
- Collaborate with Corporate FP&A, Investor Relations, and other enterprise partners to support company-wide reporting, quarterly earnings, and executive deliverables (board meetings, Operating Committee, etc.)
- Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards
Required Qualifications:
- 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 4+ years of FP&A, corporate finance, or related analytical experience.
- Proven expertise in budgeting, forecasting, financial modeling, and variance analysis.
- Advanced Microsoft Excel and PowerPoint skills.
- Strong written/storytelling and presentation building skills with ability to distill complex financial results, drivers, risks, and opportunities into clear, audience-appropriate messages for executives, external stakeholders, etc.
- Effective problem-solving skills to navigate complex financial hierarchies, data sources, and system challenges to identify issues, connect the dots across inputs, and deliver accurate, actionable results
- Ability to operate effectively in ambiguous situations where direction may be evolving, applying sound judgement to define next steps, mobilize stakeholders, and drive outcomes
- Strong partnership and influence skills to improve processes and drive alignment towards shared outcomes
- Bachelor’s degree in Finance, Accounting, Economics, or a related discipline; MBA, CPA, or CFA preferred.
Job Expectations:
- Willingness to work on-site at stated location on the job opening.
- This position offers a hybrid work schedule.
- This position is not eligible for Visa sponsorship.
Posting End Date:
17 Sep 2026*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.
