Lead Finance Analyst - Chief Operating Office (COO) Technology Finance

About this role:

Wells Fargo is seeking a Lead Finance Analyst; reporting to a Finance leader in Chief Operating Office (COO) Technology Finance, to handle some or all of these tasks:

• Prepare strategy and financial presentations and narratives for Senior Management.

• Manage technology budgeting processes, financial close, and forecast updates for the Consumer Operations Technology organizations.
• Partner with CIOs for Consumer, Small & Business Banking Operations organizations to support business objectives.
• Prepare and manage business case financials for initiatives and investments within assigned organizations.
• Oversee investment plan financials and Book of Work for the Technology Chief Operating Office (COO Tech), tracking costs and benefits.
• Manage and improve cost recovery processes across COO Tech.
• Collaborate with Technology Management and the finance team to enhance financial processes, focusing on accuracy, stability, efficiency, and transparency.
• Conduct ad-hoc analyses and provide recommendations for improvement opportunities (including streamlining processes and reporting, analyzing financial and headcount trends).
• 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.
• Lead the annual budgeting process, overseeing business case prioritization for technology investments and expenditures, while maintaining governance and financial transparency.
• Provide reports on key metrics and performance indicators related to the technology workforce, resource management, investment expenditure, vendor usage, and infrastructure strategy.
• Coordinate with stakeholders in Technology, Finance, and COO functions.

Required Qualifications:

• 5+ years of finance experience or equivalent through work, training, military service, or education.

Desired Qualifications:

• Bachelor's degree or higher in Finance, Accounting, or Economics.

• Experience in Finance and/or Business Management leadership roles, with exposure to delivering insights and recommendations to senior management.
• Ability to interact with individuals across business and technology functions.
• Effective communication skills with senior management; problem-solving and conflict resolution abilities.
• Proficient in time management and handling multiple priorities.

Other Desired Qualifications:

• 5+ years of Technology Finance experience.

• Experience with visualization and reporting tools (e.g., Tableau, Business Objects).
• Self-directed approach to responsibilities.
• Experience building organizational capability, including teams, processes, and technology. Demonstrated ability to foster team engagement, customer satisfaction, and loyalty.

Posting End Date:
27 Sep 2025
*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.

Client-provided location(s): Charlotte, NC

Job ID: WellsFargo-R-493325-2

Employment Type: FULL_TIME

Posted: 2025-09-24T18:08:41