Wells Fargo

Lead Financial Planning & Analysis Analyst - Technology Finance

Wells Fargo$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of Finance experience or equivalent demonstrated through work experience, training, or education.
  • Bachelor’s degree in Finance, Accounting, Economics, or related field preferred.
  • 3+ years of leadership experience in Technology Finance is desirable.
  • Familiarity with enterprise planning and data visualization tools, with a strong focus on emerging AI technologies.
  • Exceptional attention to detail with experience in creating executive-level presentations.

Responsibilities

  • Create and maintain a Budget and Forecast for internally developed software within WF Technology.
  • Design and manage capital plans for non-labor expenses aligned with Technology priorities.
  • Consolidate and interpret financial results across global Technology divisions.
  • Deliver clear narratives on financial health and trends for senior leadership.
  • Lead multi-year financial planning and scenario modeling aligned with Technology strategy.
  • Drive FP&A modernization initiatives, including AI-driven reporting and predictive modeling.
  • Establish global FP&A standards and promote advanced data visualization tools.

Benefits

  • Hybrid work schedule from the Las Colinas, Irving, TX location.
  • Opportunity to work in a dynamic and innovative environment.
  • Engage with senior leadership and be part of strategic decision-making processes.
  • Access to resources for professional development.
  • Collaboration with cross-functional teams across the organization.
Full Job Description

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.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

Similar Jobs

More Jobs at Wells Fargo

More Finance & Insurance Jobs

Find similar Lead Financial Planning & Analysis Analyst - Technology Finance jobs: