CTO/CDE - Lead FP&A Analyst

Posted 11 Hours Ago
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Irving, TX, USA
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Leads technology financial planning and analysis, including budgeting, forecasting, headcount planning, variance analysis, reporting, financial modeling, and executive presentations. Provides strategic insights and recommendations to technology leadership, improves reporting processes, supports financial controls and compliance, and collaborates with stakeholders to drive informed decisions and financial performance.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Lead Technology Financial Planning & Analysis Lead Analyst to join the Infrastructure and Cyber Technology Finance organization. This role will provide financial planning, forecasting, reporting, and strategic analytical support to Technology executive leadership, delivering actionable insights that drive financial performance. The Lead FP&A Analyst will own end-to-end technology financial processes, including budget and forecast, headcount planning, variance reporting, and executive-level presentations. This position plays a critical role in supporting strategic decision-making, ensuring financial discipline, and enabling transparency into technology spend, priorities, risks, and opportunities across the organization.
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:
  • 5+ years of FP&A, corporate finance, or related analytical experience.
  • Proven expertise in budgeting, forecasting, financial modeling, and variance analysis.
  • Advanced Microsoft Excel and PowerPoint skills.
  • Strong business acumen with the ability to partner effectively across multiple stakeholders and influence decision-making.
  • Experience preparing executive-level presentations and communicating complex financial concepts to senior leadership.
  • Demonstrated track record of identifying business insights, improving processes, and driving strategic outcomes.
  • Bachelor's degree in Finance, Accounting, Economics, or a related discipline
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 End Date:
30 Aug 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.
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.
#BI-Hybrid

Skills Required

  • 5+ years of finance experience or equivalent experience, training, military experience, or education
  • 5+ years of FP&A, corporate finance, or related analytical experience
  • Expertise in budgeting, forecasting, financial modeling, and variance analysis
  • Advanced Microsoft Excel and PowerPoint skills
  • Strong business acumen and ability to partner across stakeholders and influence decisions
  • Experience preparing executive-level presentations and communicating complex financial concepts to senior leadership
  • Track record of identifying business insights, improving processes, and driving strategic outcomes
  • Bachelor’s degree in Finance, Accounting, Economics, or a related discipline
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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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Hybrid Workspace

Employees engage in a combination of remote and on-site work.

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