Lead Finance Analyst Consumer Technology Finance
Charlotte, VT - USA
Job Summary
About this role:
Wells Fargo is seeking a Lead Finance Analyst to support Consumer Technology. This role will be responsible for partnering with the CIO and CFO organizations supporting Consumer Banking & Lending Business. This highly visible role will have ownership and accountability for all financial management activities across Consumer Technology including financial planning and analysis reporting workforce management vendor management and portfolio financial management. Strong technical abilities with knowledge of financial systems/related process workflows and the ability to simplify/analyze large data sets in order to tell the story behind the financials will be critical for this role. Additionally this role will require leadership and the ability to influence/partner and drive transformational change to the financial environment and underlying processes across the entire Technology organization.
In this role you will:
- Cultivate and strengthen partnerships across Consumer Technology Finance and broader business teams collaborating closely with stakeholders to drive results and execute deliverables
- Develop and enhance financial business and product analytics and metrics to support business strategies and leadership decision-making to drive improved financial outcomes
- Drive forecast deliverables including the annual financial budget monthly forecast updates and the Monthly Business Review materials for executive review
- Ad hoc reporting and analysis as necessary
- Drive and support critical strategic initiatives
- Analyze important issues and complex situations using data to derive actionable insight
- Support Technology Finance transformation activities to create a target state operating model
- Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance
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:
- Bachelors degree in Finance Accounting Economics or related field
- Leadership experience supporting Consumer Technology or Technology Finance
- Strong stakeholder management and developing relationships with internal and external partners
- Experience assessing and analyzing large data sets and transforming into actionable insights
- High level of proficiency in Microsoft Office (Word Excel Outlook and PowerPoint)
- Ability to understand core technology concepts and common software development practices (e.g. Agile Waterfall) to effectively translate business and financial requirements into clear practical guidance for technological teams
- Familiarity with enterprise planning systems (e.g. Anaplan Oracle Hyperion Essbase) data visualization tools (e.g. Power BI Tableau) and emerging AI technologies
- Excellent verbal written and interpersonal communication skills
- Exceptional attention to detail and experience delivering presentations to senior leaders
- Ability to analyze complex problems identify root causes amid ambiguity and develop alternative solutions
Job Expectations:
- This position offers a hybrid work schedule from our Charlotte NC 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.
Posting End Date:
18 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 units 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 visitDisability 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.
Required Experience:
IC
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