Senior Financial Planning And Analysis Analyst

About This Role

Wells Fargo is seeking a Senior Finance Analyst for Technology Finance Division in India/Bangalore with techno functional skillsets especially in Power BI, Alteryx etc to create dashboards, maintain and enhance them within tech finance.

In This Role, You Will

• Lead or participate in moderately complex initiatives as a technical professional
• Provide a broad expertise and unique skills used to develop company objectives and standards
• Contribute to large scale planning such as economic research in support of management decision making for a business unit
• Research key forecasting projections as well as management of financial reporting to support monthly and quarterly forecasting
• Perform work on significant and unique issues involving data and evaluation or highly complex situations
• Develop strategies and make recommendations for forward financial planning
• Lead team to meet the implementation of complex projects impacting one or more lines of business
• Establish effective and efficient reporting delivery that meets brand standard and internal control standards
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  
  

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:

• Bachelors/Masters Degree in Finance, Accounting, Business, or Economics; CA/CFA/MBA
• Total 4+ years of experience in corporate, multi-line business organization with advanced proficiency in PowerBI Desktop/Service understand around DAX (Data Analysis Expression & Power Query)
• Experience with data modeling, relationships, and visualization best practices
• Strong interpersonal and communication skills, including the ability to give presentations and briefings to senior management
• Act as a bridge between technical data teams and finance stakeholders to ensure alignment on data definitions and reporting logic
• Creative and strategic thinking skills, including the ability to analyze business transactions and identify key Finance risks/mitigating controls
  
  

Job Expectations:

• Lead or participate in moderately complex initiatives as a technical professional across BI tool spectrum with good hold on financial understanding
• Hands on experience in Automation tools - proven ability to design and implement automation workflows using Alteryx for data integration, transformation of financial dataset
• Advanced PowerBI development skills, designing dashboards, DAX calculations and self-service analytics solutions to support Technology LoB.
• Good to have - understanding around Tachyon or Other equivalent AI tools
• Provide a broad expertise and unique skills used to develop company objectives and standards
• Contribute to large scale projects, initiative such as multi-year planning, automation using future tools/AI
• Ability to perform complex analysis, build financial models, Automate and communicate recommendations to business leaders.
• Establish effective and efficient reporting delivery that meets brand standard and internal control standards
• Provide Automation solution around Workforce Analytics and Reporting; Including Monthly Actuals vs Plan and Forecasting.
• Knowledge (Preferable) of software/Hardware product services, vendor products, Infrastructure cost, storage data centers, vendor contracts and concept of allocations.
• Understanding of Finance application (Apptio, Essbase) & database management system
  
  

Posting End Date:

23 Aug 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 units 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

• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
  
  

Reference Number

R-473265

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