Financial Planning & Analysis - Senior Assistant Vice President

Job description

**About this role:** Wells Fargo is seeking a Senior Financial Planning & Analysis **In this role, you will:** - Lead and support moderately complex financial reporting, forecasting, and analytical initiatives. - Partner with business leaders and Finance teams to provide financial insights, trend analysis, and decision support. - Perform complex financial analysis, identify risks and opportunities, and develop actionable recommendations. - Support Month-End, Forecast, Budget, and Business Update Review (BUR) reporting processes. - Develop and enhance automated reporting solutions to improve efficiency, control, and scalability. - Drive continuous process improvement initiatives leveraging technology and automation. - Establish effective reporting frameworks that meet internal governance and control standards. - Lead or support Finance transformation initiatives focused on automation, data analytics, and AI-enabled solutions. - Collaborate with business partners, technology teams, and senior stakeholders to deliver strategic priorities. - Document and maintain reporting processes, controls, and technical solutions. **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:** **Education** - Bachelor's or Master's Degree in Finance, Accounting, Economics, Business Administration, or related discipline. - CA, CFA, MBA, or equivalent professional qualification preferred. **Functional Skills** - Strong experience in Financial Planning & Analysis, Management Reporting, Forecasting, and Financial Analysis. - Experience supporting Month-End Close, Forecast, Budget, and Business Review processes. - Ability to develop executive-level presentations and management reporting packages. - Strong analytical and problem-solving skills with high attention to detail. - Experience performing financial reconciliations, variance analysis, and data validation. - Ability to communicate financial insights effectively to senior management and business partners. - Strong stakeholder management and partnership skills. - Ability to manage multiple deliverables in a fast-paced environment while meeting tight deadlines. **Technical & Automation Skills** - Exceptional knowledge of Essbase, Advanced Excel, and PowerPoint. - Advanced proficiency in Excel formulas, pivot tables, lookups, data modeling, and reporting automation. - Strong hands-on experience developing VBA/macros to automate reporting and analytical processes. - Experience working with Dodeca, FAST Reporting, Essbase, Oracle Financials, or equivalent Finance systems. - Strong Power BI experience, including dashboard development, data modeling, visualization, and self-service analytics. - Experience leveraging Power Platform solutions including Power Apps and Power Automate. - Experience in reporting automation, workflow automation, and process optimization initiatives. - Knowledge of Power Query, SQL, or other data transformation tools preferred. - Exposure to AI-enabled productivity and reporting solutions, including Microsoft Copilot or similar technologies. - Ability to integrate data from multiple systems and streamline reporting pipeline **Job Expectations:** **Core FP&A Responsibilities** - Manage and support Month-End, Forecast, and BUR reporting activities. - Prepare financial performance analysis and executive management reporting. - Perform detailed variance analysis and develop insightful commentary highlighting risks and opportunities. - Partner with stakeholders to understand reporting requirements and business priorities. - Execute financial reconciliations and ensure data accuracy and completeness. - Support budgeting, planning, and financial governance activities. - Develop and maintain process documentation and reporting controls **Finance Transformation & Automation Responsibilities** - Own and enhance VBA-driven reporting solutions supporting large-scale management reporting processes. - Maintain and improve Power BI dashboards used for leadership reporting and business analytics. - Support and enhance Power Platform applications, including Budget Transfer and Hierarchy Management solutions. - Identify opportunities to automate manual reporting processes and improve efficiency. - Partner with Finance and Technology teams to develop scalable reporting and analytics solutions. - Support implementation of AI-driven use cases for reporting optimization, commentary generation, anomaly detection, and process automation. - Ensure reporting infrastructure, automation assets, and analytical solutions remain sustainable, controlled, and scalable. - Promote a culture of innovation, continuous improvement, and digital adoption within Finance. **Posting End Date:** 15 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 es