About The Position

Wells Fargo is seeking a Lead Technology Financial Planning & Analysis Analyst for its Infrastructure and Cyber Technology Finance organization. This highly visible finance leadership role provides strategic financial guidance, thought leadership, and decision support to Technology executives and key business partners. The analyst serves as a trusted financial advisor, leading complex planning, forecasting, and performance-management activities across the organization. The role drives financial strategy and execution for technology priorities, offering insights into investment decisions, resource allocation, headcount, risks, opportunities, and overall financial performance. The position owns end-to-end financial processes, including annual planning, forecasting, executive reporting, variance analysis, scenario modeling, and leadership presentations. Success requires connecting financial results to business strategy, challenging assumptions, influencing senior stakeholders, and translating complex financial information into clear recommendations for executive decision-making.

Requirements

  • 5 or more years of Finance experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
  • Willingness to work on-site at the stated location as part of a hybrid work schedule.

Nice To Haves

  • 5 or more years of progressive experience in FP&A, corporate finance, technology finance, or a related financial discipline.
  • Expertise in budgeting, forecasting, financial modeling, scenario analysis, variance analysis, and management reporting.
  • Strong financial and business acumen, including the ability to connect financial performance to business and technology strategy.
  • Ability to advise senior leaders, provide constructive challenge, and influence decisions across complex stakeholder groups.
  • Experience developing and delivering executive-level financial presentations, recommendations, and performance narratives.
  • Ability to independently lead complex financial initiatives from strategy through execution.
  • Ability to synthesize substantial financial and operational information into concise, actionable executive insights.
  • Track record of improving financial processes, reporting, controls, and decision-making capabilities.
  • Advanced Microsoft Excel and PowerPoint skills, including financial modeling and executive presentation development.
  • Experience in Technology Finance, Infrastructure, Cybersecurity, or another complex technology environment preferred.
  • Bachelor’s degree in Finance, Accounting, Economics, or a related discipline preferred.

Responsibilities

  • Lead complex, high-impact financial planning and analysis initiatives supporting Infrastructure and Cyber Technology leadership.
  • Serve as a strategic finance partner and trusted advisor, providing insights, recommendations, and constructive challenge for business and technology decisions.
  • Own and drive end-to-end planning and forecasting, including budgets, forecasts, headcount and resource planning, variance analysis, and financial performance reviews.
  • Translate complex financial and operational data into executive-level insights, narratives, and recommendations to influence strategic priorities and investment decisions.
  • Identify emerging financial trends, risks, and opportunities and recommend actions to improve performance and financial discipline.
  • Lead financial modeling, scenario analysis, and forward-looking assessments of business decisions, technology investments, and resource allocation.
  • Drive executive reporting and presentations that provide senior leaders visibility into performance, drivers, risks, opportunities, and actions required.
  • Identify opportunities to simplify, standardize, automate, and enhance financial management processes and reporting.
  • Evaluate complex and ambiguous business challenges, considering financial and non-financial factors to develop recommendations.
  • Partner across Finance, Technology, and other stakeholder groups to influence outcomes, resolve complex issues, and align on financial priorities.
  • Establish financial rigor and accountability across key initiatives and ensure deliverables meet internal control, policy, and compliance expectations.
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