Financial Planning and Analysis Consultant
Wells Fargo
Taipei, Taiwan

About the Role

We are seeking a high caliber Management Reporting candidate to report to the Regional Finance Manager. The successful candidate will be the key finance contact and business partner to Line of Business stakeholders including the Corporate Banking Group (CBG) and the Financial Institutions Group (FIG).

The candidate will be required to provide detailed financial reporting analysis, planning, presentations and customer insights to help drive strategic business decision within the region.

Key stakeholders include LOB COOs, APAC Central FP&A team, APAC CFO and US LOB Finance teams.

The position is to be based in Taipei to meet the increasing demands arising from Wells Fargo’s international presence as well as an evolving financial and regulatory landscape in the region.


  • Prioritize, analysis, design, plan, track and execute of LOB management reporting deliverables
  • Provide Financial Planning, Analysis and insights to FIG and CBG business partners
  • Work with US finance to generate and present APAC monthly management reporting and analysis for FIG and CBG
  • Understand and communicate to LOBs the cost allocations framework, including the controls that apply to how cost pools are identified established and charged out to LOBs
  • Provide creative and unique solutions to complex business requirements
  • Collaborate on APAC revenue and expense projects related to FIG and CBG
  • Ad-hoc management reporting analysis on regional balance sheet, income and expense items
  • Provide data and analysis for Regional and Global CIB (Corporate and Investment Banking) forums
  • Provide financial data, analysis and insights to APAC central FP&A reporting team for consolidation of APAC results
  • Finance partner to CBG and FIG on Annual plans, Outlook and rolling forecasts
  • Provide analysis of results against plan and outlook
  • Plan and analyze direct and indirect operating expense
  • Record and track Customer metrics including profitability and other key metrics
  • Provide strategic advice and guidance to senior business and support LOB leaders
  • Develop processes and infrastructure controls to ensure ongoing compliance with all relevant Wells Fargo's policies and procedures
  • Market Skills and Certifications


  • University Degree and professionally qualified accountant
  • Experience of more than 5 years from financial or banking sectors
  • Progressive track record of management reporting experience, including staff management, with familiarity of running and or working in a geographically diverse team
  • Strong Financial analysis and experience in providing timely and relevant recommendations to drive business decisions and outcomes
  • Demonstrable change management skills, particularly those involving process re-engineering and systems change
  • Strong interpersonal and communication skills, including the ability to give presentations and briefings to senior management
  • Creative and strategic thinking skills, including the ability to analyze business transactions and identify key Finance risks / mitigating controls,
  • Able to work under pressure and maintain high energy levels
  • Able to work independently with positive collaboration within a fast paced, team environment
  • Characteristics

  • Strong analytical, reporting and presentation skills
  • High integrity and do what is right, fair and respectful
  • Outstanding written and verbal communication skills
  • Innovative problem solver
  • Willingness to learn and develop accounting / finance skills
  • High energy and passion for quality work and continuous improvement
  • Relationship building skills
  • Attention to detail Recognizes the importance of detail to ensure data integrity
  • Strong Excel skills
  • Works well in a teams
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