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Wells Fargo

Lead Finance Analyst - Enterprise Function Technology

Sorry, this job was removed at 12:18 a.m. (EST) on Saturday, Jul 26, 2025
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Hybrid
Charlotte, NC
Hybrid
Charlotte, NC

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About this role:
Wells Fargo is seeking a Lead Finance Analyst who will be responsible for partnering with the Enterprise Function Technology CIO's & functional partners. The role will have accountability for all financial management activities for their CIO partners, including oversight and reporting of financials, headcount, and supporting vendor strategy while articulating financial drivers and strategy to senior management. Strong technical abilities with knowledge of financial systems/related process workflows and the ability to simplify/analyze large data sets in order to tell the story behind the financials will be critical for this role. Additionally, this role will require the ability to influence/partner and drive transformational change to the financial environment and underlying processes across the Technology organization.
In this role, you will:
  • Financial Strategy and Planning: Develop and implement financial strategies that align with the organization's goals and objectives. Provide insight and recommendations to the CIOs on financial budgeting and forecasting
  • Financial Analysis and Reporting: Responsible for budgeting, forecasting, and the monthly close. Conduct thorough financial analysis to support decision making processes. Prepare and present detailed financial reports to the CIO's and other senior management. Conduct ad-hoc analysis and provide recommendations for areas of improvement including streamlining processes and reporting, analyzing financial and headcount trends.
  • Risk Management: Identify and assess financial risks and opportunities. Develop strategies to mitigate risks and capitalize on opportunities to enhance the organizations financial stability
  • Stakeholder Management: Collaborate with Technology CIO's and business partners to ensure alignment of financial strategies and overall business objectives. Provide financial expertise and support to technology and business partners.
  • Investment Prioritization and Reporting: Drive annual budgeting process including business case prioritization of technology investments and spend. Oversee investment plan financials and the overall book of work for aligned technology partners

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

Desired Qualifications:
  • 5+ years of Technology Finance experience
  • Ability to be proactive, innovative and creative in meeting customer and enterprise needs
  • Robust analytical skills including strategically analyzing & translating data, diagnosing risks and opportunities
  • Independent leader and culture carrier
  • Excellent communication skills and ability to articulate complex material with technology leaders, stakeholders and business partners
  • Ability to be flexible and adjust plans quickly to meet changing business needs
  • Bachelor's degree in Finance, Accounting or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and presentation skills
  • Proficiency in financial software and tools including Apptio

Job Expectations:
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process .
  • Work hybrid schedule in locations listed

Posting End Date:
26 Jul 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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