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Senior Financial Planning & Analysis Analyst

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
India , Bengaluru

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Wells Fargo is seeking a Senior Financial Planning & Analysis Analyst. This Individual contributor role (Senior Finance Analyst) will be part of the Consumer and Small Business working with the Deposits Balances & Pricing finance team. The key priorities for this role will be to provide strategic solutions to stakeholders through strong business acumen displaying executive presence, provide meaningful insights to the management team on all aspects of financials pertaining to reporting, forecasting & model governance related to Balances.

Job Responsibility:

  • 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
  • Provide strategic solutions to stakeholders through strong business acumen displaying executive presence
  • Provide meaningful insights to the management team on all aspects of financials pertaining to reporting, forecasting & model governance related to Balances
  • Proactive in researching variances, problem solving in a timely fashion given the quick deadlines
  • Develop and Execute Model controls for monthly/quarterly/semiannual forecasting and stress test activities
  • Prepare model files for forecast, Calculate modeled balances from primary and benchmark model results, providing comparative analysis and linking into model results
  • Review and analyze forecasted FTP rates, completing comparisons to prior runs, researching variances, confirming changes are correct in CURP (current position)
  • Prepare RRP 10-year projections, confirm data provided for first 5 months aligns to expected, calculate remaining months, provide forecast to QRM partners and confirm results once processed
  • Develop & maintain forecast balances, yield, FTP rates, completing reconcilements between systems
  • Execute queries for transaction flow analysis and/or review checks for accuracy
  • Support preparation of forecast review materials, including sensitivities, overlays and related documentation required for CCAR
  • Support QRM entity expansion, modifying model and testing model files, testing QRM results, training on QRM processes to load data directly

Requirements:

  • 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • MBA (or) Cost & Management Accountant (or) Chartered Financial Analyst with post-qualification experience
  • Strong controls / risk mindset and domain experience in working with senior leaders providing strategic solutions
  • Good financial modelling, forecasting, template building, dashboard and presentation skills
  • Essbase, Hyperion and subject matter expert in data retrievals from different cubes
  • Knowledge of Tableau, Power BI or other reporting tool, Advanced knowledge of Excel, Macros, Business Intelligence tools and Power point
  • Ability to work both independently and within team environment
  • Strong communication and presentation skills
  • Ability to perform complex analyses, build financial models, draw conclusions, and communicate recommendations to business leaders
  • Strong analytical and critical thinking skills combined with strategic business focus and ability to lead from the front
  • Strong understanding of Deposits products, their P&L components, methodologies employed in arriving at NII with good knowledge on macro & micro factors affecting the Deposit balances for the banks
  • Reputation for being a highly responsive individual who thrives on achieving results in a large, complex, diverse organization, who respects the culture, is flexible and adaptable

Additional Information:

Job Posted:
February 17, 2026

Expiration:
February 20, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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