Senior AVP - Financial Planning & Analysis

Wells Fargo
Jun 21, 2024
Jul 02, 2024
Work Mode
Full Time
Organization Type
Academia, Corporate
About this role:

Wells Fargo is seeking a...

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

Required Qualifications for Europe, Middle East & Africa only:
  • Experience in Finance or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:


Job Expectations:


- Sr Finance Analyst

About Wells Fargo India

Wells Fargo India enables global talent capabilities for Wells Fargo Bank NA., by supporting business lines and staff functions across Technology, Operations, Risk, Audit, Process Excellence, Automation and Product, Analytics and Modeling. We are operating in Hyderabad, Bengaluru and Chennai locations.

Department Overview

Consumer lending finance group brings together enterprise functions that drive Wells Fargo's financial management, including accounting and control, financial planning and analysis, line of business finance, asset-liability management, treasury, tax management, and the company's investment portfolios. Key portfolios include Business facing finance support for Home Lending (Production, Servicing, Capital Markets, Pricing, & FP&A activities)

About the Role

This Individual contributor role will serve as finance lead for the Home Lending team part of Consumer Lending in India. 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, to facilitate better deep dives and effective management decisions. The senior consultant will be responsible in ensuring that all of the Forecasting, Planning and management reporting activities to Home Lending is undertaken in an effective manner. The incumbent should have strong communication, a good functional understanding and have the ability to provide effective presentation to the senior leaders.

  • Strong analytical and critical thinking skills combined with strategic business focus and ability to lead from the front.
  • 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.
  • Candidate should be a subject matter expert on FP&A and should be good with the numbers, ability to break the information into meaningful data points, good story writing and commentary skills.
  • Candidate should have good stakeholder engagement skills and should have excellent communication and presentation skills.
  • Candidate should have good financial acumen and come out with good strategic/ go forward data /analytic support and support the business teams.
  • Capable of conducting in-depth research of large data (financial & non-financial) using various tools and providing insightful solutions to stakeholders.
  • Interact / coordinate with different teams to proactively raise any specific issues or challenges around the business and work independently with the concerned teams to resolve issues.
  • Candidate should ensure faster turnaround time on query handling and ad-hocs if any, with good understanding of change management and its likely impacts and consequences. Provide detailed analysis, trend analysis and high level recommendations. Should proactively call out for issues / challenges and come out with solutions.
  • Candidate should be good with financial modelling, understand process changes and be good with research and query handling.
  • Understanding cost allocation, review and question anomalies, follow through and fix in a appropriate costs only hits the P&L
  • Performing most complex variance and trend analyses; communicating and providing guidance to business partners regarding relevant financial policies
  • Ability to perform complex analyses, build financial models, draw conclusions, and communicate recommendations to business leaders.

Essential Qualifications
  • MBA (or) Cost & Management Accountant (or) Chartered Financial Analyst (or) Chartered Accountant with more than 10 years of post-qualification experience.
  • Candidate should have strong FP&A expertise and has experience in working with senior leaders providing strategic solutions.
  • Candidate must have hands on experience in LOB / segment / product reporting / management reporting / dashboard / presentations / Analytics / commentary.
  • Candidate should have good hands on experience on handling end to end aspects of project financials / reporting / forecasting / analysis and plan support.
  • Candidate should have good exposure to handling work flow applications, be good with BO and or BI Tools and or similar applications. Good expertise in Data Lineage, data flow / architecture and data quality.
  • Candidate should have good financial modelling, template building, dashboard and presentation skills as this will really help in transforming the reports to the next level.
  • Candidate should have essbase, Hyperion, Cognos and should be a subject matter expert in data retrievals from different cubes. ( Must to have)
  • 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.
  • Prioritize multiple tasks in a fast-paced environment with critical deadlines.
  • Advanced knowledge of Excel, Macros, Business Intelligence tools and Power point.

Desired Qualifications
  • Prior experience in FP&A role, with expertise in review and modification of financial reporting along with variance analysis to drive value
  • Expertise with Essbase along with SQL skills and query management. Knowledge of SAS, Tableau and data analytics will be added advantage.
  • Comfortable to work in flexible timings to maximize overlap with US counterparts

Posting End Date:

29 Jun 2024
  • Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: 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.

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.