Lead Technology FP&A Analyst - Cyber Technology Finance

Wells Fargo Bank•Irving, TX
•Hybrid

About The Position

Wells Fargo is seeking a Lead Technology Financial Planning & Analysis Analyst to join the 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 business partners. The analyst serves as a trusted financial advisor, leading complex planning, forecasting, and performance-management activities and supporting the financial strategy and execution of technology priorities. The role has significant ownership of end-to-end financial processes, including annual planning, forecasting, executive reporting, variance analysis, scenario modeling, and leadership presentations. It provides insights on investment decisions, resource allocation, headcount, risks, opportunities, and financial performance. Success requires connecting financial results to business strategy, challenging assumptions, influencing senior stakeholders, and translating complex information into clear recommendations for executive decision-making. The position offers a hybrid work schedule and requires willingness to work on-site at the stated location. It is not eligible for visa sponsorship. The role also carries responsibility for following applicable risk and compliance programs, policies, procedures, and controls.

Requirements

  • At least 5 years of Finance experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
  • Willingness to work on-site at the stated location.
  • Advanced Microsoft Excel and PowerPoint skills, including financial modeling and executive presentation development.
  • Ability to comply with applicable risk, control, policy, and compliance expectations.

Nice To Haves

  • At least 5 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.
  • Experience in Technology Finance, Infrastructure, Cybersecurity, or another complex technology environment.
  • Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.

Responsibilities

  • Lead complex, high-impact financial planning and analysis initiatives supporting Infrastructure and Cyber Technology leadership.
  • Act as a strategic finance partner and trusted advisor, providing financial 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 financial and operational data into executive-level insights, narratives, and recommendations that inform 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 areas requiring action.
  • Identify opportunities to simplify, standardize, automate, and enhance financial management processes and reporting capabilities.
  • 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 financial priorities.
  • Provide leadership across initiatives by establishing financial rigor, driving accountability, and ensuring deliverables meet internal control, policy, and compliance expectations.
  • Follow applicable risk and compliance programs, policies, and procedures, and appropriately escalate and remediate issues.
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