Wells Fargo is seeking a Senior Financial Planning & Analysis Analyst to support the CSBB CDAI team. 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 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
- 8-10 years of experience in Finance, or equivalent demonstrated through work experience, training, military service, or education.
- Strong understanding of financial planning, forecasting, and variance analysis.
- Advanced proficiency in Excel and PowerPoint; experience with financial modeling and business intelligence tools.
- Excellent communication, storytelling, and stakeholder engagement skills, with the ability to influence senior leaders.
- Ability to manage multiple priorities in a fast-paced, matrixed environment.
- Exposure to AI business models and financial support for data science or analytics teams.
- Strong storytelling and data visualization skills to translate financials into compelling narratives.
- Proficiency in Power BI for dashboarding and reporting.
- Experience in performance reporting, headcount analysis, and cost optimization.
- High attention to detail and accuracy in financial analysis and reporting.
- Flexibility to work across time zones and collaborate with U.S.-based counterparts.
- Lead or contribute to moderately complex financial initiatives, including forecasting, budgeting, and performance analysis for CDAI programs.
- Build and maintain financial models to support scenario planning, investment decisions, and ROI analysis.
- Analyze past results, perform variance analysis, and provide actionable commentary to senior leadership.
- Develop and deliver executive-ready presentations and dashboards using tools like Power BI and Excel.
- Collaborate with cross-functional teams (Data Science, Strategy, Risk, Technology) to align financial insights with business goals.
- Identify and drive process improvements, including automation of reporting and forecasting tools.
- Support ad hoc analysis and business case development for new AI and analytics capabilities.
- Ensure compliance with internal controls and reporting standards.
4 Sep 2025
*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.
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Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 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 once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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.
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