Lead Financial Planning & Analysis Analyst - Technology Finance

About this role:

Wells Fargo is seeking a Vice President of Financial Planning & Analysis (FP&A), to support the Global Technology organization, reporting into the Technology FP&A Expense Planning Senior Manager. This role is pivotal in shaping how FP&A partners with Technology leadership, driving transformation, and enabling strategic decision-making. The VP will consolidate financial insights across multiple Technology divisions - including Infrastructure, Cybersecurity, and Software Development - and deliver actionable recommendations to the CFO of Technology and CIO of Technology. This position will use a dynamic and forward-thinking mindset, a blend of strategic acumen, operational excellence, and a passion for innovation through automation and AI.

In this role, you will:

Create and maintain a Budget and Forecast for the internally developed software within WF Technology.

Design and manage capital plans for non-labor expenses, aligning investment decisions with Technology priorities and long-term strategy.

Consolidate and interpret financial results across global Technology divisions.

Deliver clear, concise narratives on financial health, trends, and projections for senior leadership.

Lead multi-year financial planning and scenario modeling aligned with Technology strategy.

Provide actionable recommendations to achieve cost optimization and investment priorities.

Drive FP&A modernization initiatives, including AI-driven variance commentary, predictive headcount modeling, and automated reporting.

Eliminate duplicative processes across divisional CFO teams and standardize global practices.

Establish global FP&A standards for reporting, forecasting, and analytics.

Champion adoption of advanced tools and data visualization platforms.

Act as a trusted advisor to the CFO and CIO of Technology, offering financial solutions to support strategic initiatives.

Facilitate discussions on technology investment trade-offs and ROI

Partner across functions (Corporate Controllers, Technology Portfolio teams) to link accounting policies with the Technology book of work and to synchronize the portfolio financial planning and forecasting process

Monitor emerging risks (e.g., cyber threats, regulatory changes) and assess financial impact.

Identify opportunities for cost efficiency and reinvestment in innovation.

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:

Bachelor’s degree in Finance, Accounting, Economics, or related field

3+ years of leadership experience supporting Technology Finance

Familiarity with enterprise planning systems (e.g., Anaplan, Oracle Hyperion Essbase), data visualization tools (e.g., Power BI, Tableau), and emerging AI technologies

Experience assessing and analyzing raw data sets and transforming to actionable insights

Excellent verbal, written, and interpersonal communication skills

Exceptional attention to detail and experience delivering presentations to executive leaders

High level of proficiency in Microsoft Office (Word, Excel, Outlook and PowerPoint)

Strong stakeholder management and developing relationship with internal and external partners

Expertise in AI-driven forecasting and automation tools

Ability to analyze complex problems, identify root causes amid ambiguity, and develop alternative solutions

Experience in designing and managing capital plans for labor/non-labor expenses, aligning investment decisions with Technology priorities and long-term strategy

Job Expectations:

This position offers a hybrid work schedule from our Las Colinas, Irving, TX location

This position is not eligible for visa sponsorship

Relocation assistance is not available for this position

Specific compliance policies may apply regarding outside activities 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.

Posting End Date:

15 Aug 2026

Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

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.