Financial Planning & Analysis - Senior Assistant Vice President

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.

4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

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