Lead Financial Planning & Analysis Analyst

Wells Fargo

Not specified
5+ years of finance experience
Advanced excel and essbase skills
Power bi and power app knowledge
Wells Fargo is seeking a Lead Financial Planning & Analysis Analyst to lead financial research and analysis initiatives, focusing on forecasting and reporting. The ideal candidate should have over five years of finance experience, strong analytical skills, and proficiency in financial tools, particularly Excel and Power BI

Job Summary

  • The role involves leading complex financial research, analysis, and forecasting initiatives to support management decision-making.
  • Candidates must possess advanced proficiency in tools like Essbase, Excel, Power BI, and Power Apps to build financial models and drive reporting.
  • The position requires managing centralized forecasting processes, tracking expenses against Statements of Work, and maintaining financial hierarchies.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Lead Financial Planning & Analysis Analyst to lead financial research and analysis initiatives, focusing on forecasting and reporting. The ideal candidate should have over five years of finance experience, strong analytical skills, and proficiency in financial tools, particularly Excel and Power BI.

Skills & Requirements

Must-have

  • 5+ years of Finance experience
  • Advanced Excel and Essbase skills
  • Power BI and Power App knowledge
  • Monthly close and management reporting
  • Budgeting and variance analysis expertise

Nice-to-have

  • Strategic business focus and critical thinking
  • Ability to adapt to fast changing priorities
  • Experience with Oracle Financials
  • Strong communication with senior leaders
  • Continuous improvement mindset in finance

Key Requirements

  • Bachelor's or Master's degree in Finance, Accounting, Business, or Economics
  • 5+ years of relevant Finance experience
  • CA/CFA/MBA certification is a plus

Work Rights

Not specified

Tailored Resume

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