Lead Financial Planning & Analysis Analyst - Technology Finance

Wells Fargo & Company•Irving, TX

4d•Hybrid

About The Position

Wells Fargo is seeking a Vice President of Financial Planning & Analysis (FP&A), to support the Global Technology organization, reporting into the Technology FP&A Expense Planning Senior Manager. This role is pivotal in shaping how FP&A partners with Technology leadership, driving transformation, and enabling strategic decision-making. The VP will consolidate financial insights across multiple Technology divisions—including Infrastructure, Cybersecurity, and Software Development—and deliver actionable recommendations to the CFO of Technology and CIO of Technology. This position will use a dynamic and forward-thinking mindset, a blend of strategic acumen, operational excellence, and a passion for innovation through automation and AI.

Requirements

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

Nice To Haves

Bachelor’s degree in Finance, Accounting, Economics, or related field
3+ years of leadership experience supporting Technology Finance
Familiarity with enterprise planning systems (e.g., Anaplan, Oracle Hyperion Essbase), data visualization tools (e.g., Power BI, Tableau), and emerging AI technologies
Experience assessing and analyzing raw data sets and transforming to actionable insights
Excellent verbal, written, and interpersonal communication skills
Exceptional attention to detail and experience delivering presentations to executive leaders
High level of proficiency in Microsoft Office (Word, Excel, Outlook and PowerPoint)
Strong stakeholder management and developing relationship with internal and external partners
Expertise in AI-driven forecasting and automation tools
Ability to analyze complex problems, identify root causes amid ambiguity, and develop alternative solutions
Experience in designing and managing capital plans for labor/non-labor expenses, aligning investment decisions with Technology priorities and long-term strategy

Responsibilities

Create and maintain a Budget and Forecast for the internally developed software within WF Technology.
Design and manage capital plans for non-labor expenses, aligning investment decisions with Technology priorities and long-term strategy.
Consolidate and interpret financial results across global Technology divisions.
Deliver clear, concise narratives on financial health, trends, and projections for senior leadership.
Lead multi-year financial planning and scenario modeling aligned with Technology strategy.
Provide actionable recommendations to achieve cost optimization and investment priorities.
Drive FP&A modernization initiatives, including AI-driven variance commentary, predictive headcount modeling, and automated reporting.
Eliminate duplicative processes across divisional CFO teams and standardize global practices.
Establish global FP&A standards for reporting, forecasting, and analytics.
Champion adoption of advanced tools and data visualization platforms.
Act as a trusted advisor to the CFO and CIO of Technology, offering financial solutions to support strategic initiatives.
Facilitate discussions on technology investment trade-offs and ROI
Partner across functions (Corporate Controllers, Technology Portfolio teams) to link accounting policies with the Technology book of work and to synchronize the portfolio financial planning and forecasting process
Monitor emerging risks (e.g., cyber threats, regulatory changes) and assess financial impact.
Identify opportunities for cost efficiency and reinvestment in innovation.