Wells Fargo is seeking a Senior Financial Planning & Analysis Analyst
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 FP&A 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.
26 Jul 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.
Skills Required
- 4+ years of finance experience (work experience, training, military experience, or education)
- Month-end close, financial reporting, and variance analysis experience
- Experience supporting budgeting, forecasting, and long-range planning
- Advanced Microsoft Excel skills (financial modeling, Pivot Tables, Power Query, advanced formulas)
- Experience with Hyperion Essbase for planning and reporting
- Experience developing dashboards and visualizations using Power BI
- Working knowledge of Microsoft Copilot and AI-enabled productivity tools
- Strong financial commentary writing, business analysis, and presentation skills
- Strong stakeholder management and business partnering experience
- Demonstrated ability to work effectively in a collaborative team environment
Wells Fargo Compensation & Benefits Highlights
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Healthcare Strength — Health coverage begins on day 1 with medical, dental, and vision, and includes mental health, prescription drugs, and preventive care often covered at 100% in-network. Well-being resources such as 24-hour clinical support and an Employee Assistance Program add to the breadth.
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Parental & Family Support — Paid parental leave provides up to 16 weeks for a primary caregiver (4 weeks for non-primary) alongside fertility benefits and up to a $35,000 lifetime reimbursement for adoption, surrogacy, and donor expenses. Backup child and adult care further supports family needs.
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Retirement Support — Retirement benefits feature a 401(k) with company matching contributions up to 6% of eligible pay. An employee stock purchase plan adds another avenue for long-term savings.
Wells Fargo Insights
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
Why Work With Us
We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”
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