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Wells Fargo Senior Financial Planning & Analysis Analyst 
India, Karnataka, Bengaluru 
970158863

Yesterday

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:

  • Bachelor's/Master’s 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 datamodeling, relationships,and visualizationbest 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

23 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.