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Wells Fargo

Senior Financial Analyst - Chief Technology Office

Posted 3 Days Ago
Be an Early Applicant
Hybrid
2 Locations
Senior level
Hybrid
2 Locations
Senior level
The Senior Financial Analyst will manage technology budgeting, perform financial analysis, and collaborate with stakeholders on finance-related projects.
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About this role:

This Senior Finance Analyst will be an innovative, transformational change agent reporting to a leader within the Chief Technology Office of the Technology Finance team. The ideal candidate will be able to problem solve with uncertain/ambiguous conditions, have a strong financial technical acumen, and a proven ability to collaborate and develop meaningful relationships. Also, a background in analytics with experience providing insights that drive informed decisions.

In this role, you will:

Financial Planning & Budgeting / Reporting & Analysis

  • Develop and manage budgets for technology transformation programs, including cloud migrations, ERP implementations, cybersecurity initiatives, and system upgrades.
  • Partner with PMOs, IT, and business units to align financial plans with project roadmaps.
  • Produce regular financial reports on project performance, variance analysis, and capital vs. operating expenses.
  • Analyze the financial impact of technology investments and ensure alignment with business objectives and monitor program KPIs and provide actionable insights to senior leadership.

Stakeholder Collaboration / Governance & Compliance / Continuous Improvement

  • Work closely with technology leaders, project managers, procurement, and accounting teams to validate financial data and projections.
  • Support business case development for new technology initiatives, including cost-benefit and ROI analysis.
  • Identify opportunities to improve financial processes related to technology spend and project cost management.
  • Support the development of tools and dashboards for real-time financial tracking of transformation initiatives.

Required Qualifications:

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

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. MBA or CPA a plus.
  • 4+ years of experience in financial analysis, ideally within IT, technology transformation, or large-scale project environments.
  • Strong analytical, budgeting, and forecasting skills.
  • Proficiency in financial software (e.g., Excel, Hyperion, SAP, Oracle, Anaplan).
  • Familiarity with technology cost models (CapEx vs. OpEx), cloud financial management (FinOps), and agile/digital transformation methodologies is a plus.
  • Excellent communication and stakeholder management skills.
  • Ability to manage multiple priorities and deliver high-quality results under tight deadlines.
  • Experience with IT finance, technology investments, and digital transformation initiatives preferred.
  • IT Finance-specific certifications (e.g., FinOps Certified Practitioner) are a plus.

Posting End Date: 

10 Jun 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.

Top Skills

Anaplan
Excel
Hyperion
Oracle
SAP

Wells Fargo Charlotte, North Carolina, USA Office

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

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