Lead Business Aligned Finance Analyst - Technology Finance

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Lead Business Aligned Finance Analyst - Technology Finance

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About this role:

Wells Fargo is seeking a Lead Business Aligned Finance Analyst, to work in Technology Finance supporting the Chief Data Office (CDO). This role will report to the CDO CFO and will be responsible for end-to-end financial oversight for assigned CDO portfolios, including operating expenses, investing planning, headcount, vendor management, efficiency initiatives and FP&A activities.  The analyst will translate complex financial and technical data into clear, actionable insights for senior technology and finance leadership.  Strong analytical capability, finance systems expertise, relationship management and the ability to synthesize large, complex data sets into executive-ready narratives are critical for success in this role.

In this role, you will:

• Lead consolidation of financials across the CDO product portfolio, creating a clear CDO-level view of actuals, forecast, budget, headcount, and investment spend for leadership review.

• Provide strong finance partnership to product and leadership stakeholders by connecting detailed product financials to the broader CDO story, ensuring leaders understand business implications, tradeoffs, and financial impacts.

• Consolidate inputs from multiple CDO products and leadership teams into executive-ready materials that support enterprise prioritization, operating discipline, and business decision-making.

• Partner closely with the CDO Finance Manager, CDO CFO, CDO Product Finance Leads and Data Leadership Team to support financial planning, operating reviews, leadership discussions, and executive presentations across the organization.

• Drive continuous improvement by identifying and implementing innovative solutions (including AI-enabled capabilities) to simplify processes, improve transparency, and elevate the overall quality and speed of finance deliverables.

• Coordinate and support core finance processes, including annual planning, monthly forecasting, month-end close, plan transfers, reporting, and ad hoc analysis across financials, headcount, and investment spend.

• Deliver financial commentary, BURs, IBRs, RTB/CTB Commentary and variance analysis that clearly explains trends, drivers, risks, and opportunities to senior leadership, including product-level and consolidated CDO-level views.

• Consolidate and track vendor spend across the CDO portfolio, including software, professional services, SOWs, and non-labor investments, ensuring a clear and consistent enterprise view.

• Prepare vendor spend review materials for Tech CFO and senior leadership reviews, including insights on run-rate, commitments, pipeline, risks, and optimization opportunities.

• Partners with product finance leads and business stakeholders to validate vendor spend assumptions, align on forecasts, and ensure accurate reflection of pipeline activities (new deals, renewals, expansions, and exits).

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:

• Experience supporting technology, data, infrastructure, or cloud financial portfolios in a large, complex organization

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

• Strong financial planning and analysis background, including budgeting, forecasting, accruals, allocations, and actuals

• Strong stakeholder management and developing relationships with internal and external partners

• Demonstrated ability to operate in a fast-paced, high-demand environment while managing multiple priorities

• Advanced analytical skills with the ability to translate complex data into clear, concise insights for senior leaders

• Strong interpersonal and communication skills, including the ability to influence and deliver difficult messages with professionalism

• Proven ability to work independently, assess risk, and resolve issues with strong attention to detail

• Experience driving or supporting finance transformation, automation, or process improvement initiatives

• Familiarity with enterprise planning systems like Apptio, data visualization tools (e.g., Power BI, Tableau) and emerging AI technologies’

• Advanced Excel skills, including pivot tables and complex data analysis

Job Expectations:

• This position offers a hybrid work schedule from our 194 Wood Ave S. Iselin, NJ (Metro Park) or 11625 N. Community House Rd Charlotte, NC (Brigham) location.

• Relocation assistance is not available for this position.

• This position is not eligible for Visa sponsorship.

Specific compliance policies may apply regarding outside activities and/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.

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

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

Posting End Date:

*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.

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.