Lead Finance Analyst, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

119000.00 - 224000.00 USD / Year

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Job Description:

Wells Fargo is seeking a Lead Finance Analyst, reporting to a Finance leader for the Chief Data Office. This role involves preparing financial presentations, managing technology budgeting processes, partnering with CIOs, overseeing investment plans, and improving financial processes for technology organizations.

Job Responsibility:

Prepare strategy and financial presentations and narratives for Senior Management
Manage technology budgeting processes, financial close, and forecast updates for the Technology organizations
Partner with CIOs for Chief Data Office (CDO) and/or Technology Management and Strategy (TMS) organizations to support business objectives
Prepare and manage business case financials for initiatives and investments within assigned organizations
Oversee investment plan financials and Book of Work for the Technology Chief Data Office (CDO Tech), tracking costs and benefits
Manage and improve cost recovery processes for CDO and TMS
Collaborate with Technology Management and the finance team to enhance financial processes
Conduct ad-hoc analyses and provide recommendations for improvement opportunities
Work with cross-functional teams to design and implement financial management solutions and toolsets
Support the adoption of technology finance tools through ongoing process improvements
Lead the annual budgeting process
Provide reports on key metrics and performance indicators
Coordinate with stakeholders in Technology, Finance, CDO and TMS functions

Requirements:

5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience in Finance and/or Business Management leadership roles, with exposure to delivering insights and recommendations to senior management
Ability to interact with individuals on all levels across business and technology functions
Strong collaborative skills
Ability to execute effectively with tight time constraints and manage multiple priorities
Bachelor's degree or higher in Finance, Accounting, or Economics
Effective communication skills with senior management
problem-solving and conflict resolution abilities
5+ years of Technology Finance experience
Experience with visualization and reporting tools (e.g., Tableau, Business Objects)
Self-directed approach to responsibilities
Experience building organizational capability, including teams, processes, and technology
Demonstrated ability to foster team engagement, customer satisfaction, and loyalty

Nice to have:

Experience in Finance and/or Business Management leadership roles
Experience with visualization and reporting tools (e.g., Tableau, Business Objects)
Experience building organizational capability, including teams, processes, and technology

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance
Critical illness insurance
Accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
October 06, 2025

Expiration:
October 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Lead Finance Analyst