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Wells Fargo
Wells Fargo

Leading company in the financial services industry

Lead Finance Analyst - Digital Technology & Innovation (DTI) Technology Finance Team

职能财务/会计
级别Lead级
地点CHARLOTTE; IRVING
方式现场办公
类型全职
发布1周前
立即申请

About this role:

Wells Fargo is seeking a Lead Finance Analyst to join the Digital Technology & Innovation (DTI) Technology Finance Team. This role supports the DTI organization by managing end‑to‑end financial activities and serving as a trusted finance partner to technology leaders.

The Lead Finance Analyst will oversee technology budgeting, forecasting, and financial close processes; lead annual planning and investment prioritization; and provide clear financial insights to support strategic decision‑making. This role partners closely with senior leaders across Technology and Finance to deliver transparent reporting, actionable analytics, and executive‑ready financial narratives

In this role, you will:

  • Manage technology budgeting processes, financial close, and forecast updates for the DTI organization

  • Lead the annual budgeting process, overseeing business case prioritization for technology investments and expenditures while maintaining governance and financial transparency

  • Provide reporting on key metrics and performance indicators related to the technology workforce, resource management, investment expenditure, vendor usage, and infrastructure strategy

  • Partner with Technology leaders across DTI to support business objectives

  • Prepare strategy and financial presentations and narratives for senior management

  • Prepare and manage business case financials for initiatives and investments within assigned organizations

  • Work with cross‑functional teams to design and implement financial management solutions and toolsets aligned with industry practices

  • Support the adoption of technology finance tools through ongoing process improvements and integration within the financial data ecosystem

  • Conduct ad‑hoc analyses and provide recommendations for improvement opportunities, including streamlining processes and reporting and analyzing financial and headcount trends

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:

  • Demonstrated experience in Technology Finance

  • Prior experience partnering with senior leaders across business, technology & finance

  • Strong analytical skills, including the ability to analyze and translate large data sets

  • Excellent communication skills

  • Strong problem‑solving and critical‑thinking skills

  • Assess stakeholder needs and build effective relationships

Job Expectations:

  • This position offers a hybrid work schedule

Posting End Date:

29 Apr 2026

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.

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关于Wells Fargo

Wells Fargo

Wells Fargo & Company is an American multinational financial services company. The company operates in 35 countries and serves more than 70 million customers worldwide.

10,001+

员工数

San Francisco

总部位置

$163B

企业估值

评价

10条评价

3.7

10条评价

工作生活平衡

3.8

薪酬

3.2

企业文化

3.9

职业发展

3.1

管理层

3.4

72%

推荐率

优点

Good benefits and health coverage

Flexible schedules and work arrangements

Supportive team environment

缺点

Limited career advancement opportunities

High stress and overwhelming workload

Poor management and lack of direction

薪资范围

16个数据点

Mid/L4

Senior/L5

Director

Mid/L4 · Equity Research Associate - Oil and Gas

1份报告

$189,999

年薪总额

基本工资

$146,141

股票

-

奖金

-

$189,999

$189,999

面试评价

4条评价

难度

3.0

/ 5

时长

21-35周

录用率

25%

面试流程

1

Application Review

2

Recruiter Screen

3

Online Assessment

4

Technical Interview

5

Behavioral Interview

6

Offer

常见问题

Coding/Algorithm

Technical Knowledge

Behavioral/STAR

Past Experience