Senior Financial Planning

Job Description

About the Role

Wells Fargo is seeking a Senior Financial Planning & Analysis Analyst to support the Consumer Banking & Lending Finance team in India. This role will serve as a strategic finance partner, delivering insights and analytics that drive business performance across AI and data-driven initiatives. The ideal candidate will bring strong financial acumen, storytelling ability, and a passion for innovation in financial reporting and planning.

In this role, you will

- Lead the end-to-end budgeting, forecasting, and long-range planning processes, including executive and business reporting.
- Deliver timely and accurate financial reporting and variance analysis.
- Partner with business to provide insights on performance drivers and risks.
- Prepare and present executive-level dashboards, business reviews, and financial summaries.
- Translate complex financial data into clear, actionable insights for senior leadership.
- Lead and contribute to finance transformation initiatives, including automation, process optimization, standardization through process excellence and system enhancements.
- Drive standardization and scalability of FP&A processes across regions and functions.
- Partner with global finance teams, and functional stakeholders to align financial strategies with business goals.
- Provide strategic financial support and insights across Consumer Banking & lending products.
- Analyze Month end/Quarter end close results, perform variance analysis, and provide actionable commentary to senior leadership
- Conduct deep dive analytics and trend analysis to support business decisions.
- Perform complex variance and trend analyses and communicate recommendations.
- Support ad hoc business and finance needs across Consumer Banking & Lending functions.
- Support ad hoc analysis and business case development for new AI and analytics capabilities.
- Manage and validate financial models, including documentation, back-testing, and KPI tracking.
- Ensure compliance with model risk management policies and maintain documentation.
- Demonstrate strong stakeholder engagement and communication skills.

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

- MBA, CA, CMA, or CFA or equivalent qualification.
- Hands-on experience in LOB/product reporting, analysis, dashboard creation & story telling by partnering with Business teams
- Proficiency in financial modeling, template building, and presentation skills.
- Advanced knowledge of MS office and Business Intelligence tools (Power BI, Tableau).
- Experience with Essbase, Hyperion, Cognos, SQL, Power Query, Power Apps and SAS.
- Hands-on experience leveraging AI tools and technologies in financial analysis, forecasting, or reporting
- Ability to work independently and in a team environment.
- Excellent leadership, communication, and stakeholder management skills
- Comfortable working in flexible timings to maximize overlap with US counterparts.

Job Expectations

- Experience in Consumer Banking & Lending domain and strategic finance business partnering.
- Experience in performance reporting, headcount analysis, and cost optimization.
- Ability to translate financials and data into actionable insights & dashboards
- High attention to detail and accuracy in financial analysis and reporting.

Posting End Date:

29 Sep 2025

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.

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