Business IT Lead FP&A Analyst

Posted Yesterday
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Irving, TX, USA
Hybrid
100K-163K Annually
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Leads financial planning and analysis for the Technology Finance team, including forecasting, budgeting, month-end close, expense and investment tracking, cost allocation, variance analysis, and executive reporting. Partners with CIO, CFO, business, and technology leaders to improve financial processes and reporting systems. Supports enterprise-wide financial transformation initiatives, analyzes complex data, ensures compliance, and provides strategic recommendations for management decision-making.
Summary Generated by Built In
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place.
Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Lead Financial Planning & Analysis Analyst to join the Technology Finance team. Learn more about the career areas and lines of business at wellsfargojobs.com . The Lead FP&A Analyst will be responsible for leading strategic finance partnerships with the CIO, line of business, and CFO organizations assuming accountability for all financial management and strategic reporting including; expense initiative analysis, tracking and reporting; monthly forecasting; month-end close processes for financials, headcount, and investment spend; cost allocation transparency; and executive reporting.
Strong technical abilities with knowledge of financial systems and related process workflows with 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 lead and influence enterprise-wide financial transformation initiatives, partnering with business and technology leaders to enhance financial processes, and optimize the financial operating environment across Business IT.
In this role, you will:
  • Lead complex initiatives on matters related to financial research, analysis, and reporting.
  • Make decisions in multi-faceted situations, providing advice and technical expertise on matters related to complex financial analysis and forecasting as well as economic research in support of management decision making functions.
  • Research strategies and make recommendations for forward financial planning as well as enhancing reporting systems to support the production of financial reporting and analysis.
  • Provide support to more experienced professionals in the management of budgeting analysis, forecasting analysis, variance analysis, variance commentary, reporting and reviews, and presentation and project preparation.
  • Review and analyze complex technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors.
  • Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards.
  • Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements.
  • Strategically collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals.
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:
  • Ability to communicate financial and business results to senior management.
  • 5+ years of Financial Planning & Analysis experience.
  • Strong P&L financial management and forecasting experience.
  • Ability to translate and present complex data in a manner that educates, enhances understanding, and influences decisions.
  • Ability to prepare executive-ready materials, support senior leader discussions, respond thoughtfully to follow-up questions, and continue building credibility through clear analysis, and sound judgment.
  • BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting.
  • Strong technical skills including Essbase, Microsoft Office suite.
  • Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others.
  • Strong critical thinking skills combined with strategic business focus.
  • Sense of urgency, passion for results, and personal accountability for achievement.
Job Expectations:
  • 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.
Posting Locations:
11625 N Community House Rd Charlotte, NC
401 Las Colinas Blvd. Irving, TX
North Carolina - Charlotte Pay Range: $100,000.00 - $163,000.00 USD Annual
Texas - Irving Pay Range: $100,000.00 - $163,000.00 USD Annual
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. $100,000.00 - $163,000.00
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:
26 Sep 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 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.
#BI-Hybrid

Skills Required

  • 5+ years of finance experience, or equivalent experience, training, military experience, or education
  • 5+ years of Financial Planning and Analysis experience
  • Strong P&L financial management and forecasting experience
  • Ability to communicate financial and business results to senior management
  • Ability to translate and present complex data to influence decisions
  • Ability to prepare executive-ready materials and support senior leader discussions
  • BS or BA degree or higher in Finance, Accounting, Analytics, or Reporting
  • Strong technical skills, including Essbase and Microsoft Office
  • Experience fostering partnerships, promoting teamwork, and influencing others
  • Strong critical thinking and strategic business focus
  • Sense of urgency, passion for results, and personal accountability

Wells Fargo Compensation & Benefits Highlights

  • Healthcare Strength — Health coverage begins on day one with comprehensive medical, dental, and vision options, and the company subsidizes a substantial share of premiums for U.S. employees (varying by compensation band).
  • Retirement Support — A robust 401(k) program includes an employer match for eligible employees, with specifics laid out in plan materials and filings.
  • Parental & Family Support — Paid parental leave extends up to 16 weeks for eligible primary caregivers, alongside fertility coverage, adoption/surrogacy reimbursement, and lactation support.

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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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Fintech • Financial Services
Hybrid
Irving, TX, USA
205000 Employees
100K-163K Annually

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