What are the responsibilities and job description for the Lead Technology FP&A Analyst - Cyber Technology Finance position at Wells Fargo?
About This Role
Wells Fargo is seeking a Lead Technology Financial Planning & Analysis Analyst to join the Infrastructure and Cyber Technology Finance organization. This is a highly visible finance leadership role responsible for providing strategic financial guidance, thought leadership, and decision support to Technology executives and key business partners.
The Lead FP&A Analyst will serve as a trusted financial advisor, leading complex planning, forecasting, and performance-management activities across the organization. This individual will drive the financial strategy and execution of key technology priorities, providing insights into investment decisions, resource allocation, headcount, risks, opportunities, and overall financial performance.
The role will have significant ownership of end-to-end financial processes, including annual planning, forecasting, executive reporting, variance analysis, scenario modeling, and leadership presentations. Success will require the ability to connect financial results to business strategy, challenge assumptions, influence senior stakeholders, and translate complex financial information into clear recommendations that enable informed executive decision-making.
In This Role, You Will
26 Oct 2026
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
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Wells Fargo is seeking a Lead Technology Financial Planning & Analysis Analyst to join the Infrastructure and Cyber Technology Finance organization. This is a highly visible finance leadership role responsible for providing strategic financial guidance, thought leadership, and decision support to Technology executives and key business partners.
The Lead FP&A Analyst will serve as a trusted financial advisor, leading complex planning, forecasting, and performance-management activities across the organization. This individual will drive the financial strategy and execution of key technology priorities, providing insights into investment decisions, resource allocation, headcount, risks, opportunities, and overall financial performance.
The role will have significant ownership of end-to-end financial processes, including annual planning, forecasting, executive reporting, variance analysis, scenario modeling, and leadership presentations. Success will require the ability to connect financial results to business strategy, challenge assumptions, influence senior stakeholders, and translate complex financial information into clear recommendations that enable informed executive decision-making.
In This Role, You Will
- Lead complex, high-impact financial planning and analysis initiatives supporting Infrastructure and Cyber Technology leadership.
- Serve as a strategic finance partner and trusted advisor, providing financial insights, recommendations, and constructive challenge to support key business and technology decisions.
- Own and drive end-to-end planning and forecasting processes, including budgets, forecasts, headcount and resource planning, variance analysis, and financial performance reviews.
- Translate complex financial and operational data into clear executive-level insights, narratives, and recommendations that influence strategic priorities and investment decisions.
- Identify emerging financial trends, risks, and opportunities and proactively recommend actions to improve performance and strengthen financial discipline.
- Lead financial modeling, scenario analysis, and forward-looking assessments to evaluate business decisions, technology investments, and resource allocation.
- Drive executive reporting and presentations, ensuring senior leaders have clear visibility into financial performance, key drivers, risks, opportunities, and areas requiring action.
- Challenge existing processes and reporting capabilities, identifying opportunities to simplify, standardize, automate, and enhance financial management practices.
- Navigate complex and ambiguous business challenges, evaluating multiple financial and non-financial factors to develop well-informed recommendations.
- Partner strategically across Finance, Technology, and other key stakeholder groups to influence outcomes, resolve complex issues, and drive alignment on financial priorities.
- Provide leadership across key initiatives by establishing financial rigor, driving accountability, and ensuring deliverables meet internal control, policy, and compliance expectations.
- 5 years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 5 years of progressive experience in FP&A, corporate finance, technology finance, or a related financial discipline.
- Demonstrated expertise in budgeting, forecasting, financial modeling, scenario analysis, variance analysis, and management reporting.
- Strong financial and business acumen with the ability to connect financial performance to broader business and technology strategy.
- Proven ability to operate as a trusted advisor to senior leaders, provide constructive challenge, and influence decisions across complex stakeholder groups.
- Experience developing and delivering executive-level financial presentations, recommendations, and performance narratives.
- Demonstrated ability to independently lead complex financial initiatives from strategy through execution.
- Strong ability to synthesize large amounts of financial and operational information into concise, actionable executive insights.
- Track record of identifying opportunities to improve financial processes, reporting, controls, and decision-making capabilities.
- Advanced Microsoft Excel and PowerPoint skills, including financial modeling and executive presentation development.
- Experience working within Technology Finance, Infrastructure, Cybersecurity, or another complex technology environment preferred.
- Bachelor’s degree in Finance, Accounting, Economics, or a related discipline preferred.
- Willingness to work on-site at stated location on the job opening.
- This position offers a hybrid work schedule.
- This position is not eligible for Visa sponsorship.
26 Oct 2026
- Job posting may come down early due to volume of applicants.
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
- Third-Party recordings are prohibited unless authorized by Wells Fargo.
- Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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