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Sr. Finance Analyst - Tech Finance

About this role:

This Senior Finance Analyst will be an innovative leadership/transformational change agent reporting to a leader within the Technology Chief Operating Office, Cybersecurity and Office of the head of Technology Finance team. Problem solving with uncertain/ambiguous conditions, strong financial technical acumen, Technology Asset Management, proven ability to develop meaningful analytics to provide insights that drive informed decisions, internal/external collaboration across geographic locations, sound controls and sustainable continuous improvement are key attributes.

In this role, you will

  • Support all financial processes and reporting including actuals, budget, forecast of various financial and headcount metrics and scenarios/views including general ledger, program/project, product, application, allocations, and business case financials

  • Complete month-end financial close including forecasting, reporting, and analysis of direct expenses at a detailed cost center and account level

  • Partner with Finance counterparts across the Company to provide financial commentary and analysis regarding financial drivers and variances (i.e. actuals/forecast vs. budget)

  • Engage in annual budgeting of business case estimation for technology investments, monitor against approved spend to provide financial transparency

  • Ensure data integrity, accuracy, and timeliness of financial analytics and reporting and presentations

  • Maintain and refine key metrics and performance indicators across areas such as Technology workforce and vendor usage and spend

  • Collaborate and liaise with various stakeholders across Technology, Finance, and COO to ensure best practices and desired results

  • Perform in-depth financial reporting/analysis

  • Ensure proper financials preparation for operating reviews/reports, financial ownership in business cases and ad-hoc analyses

  • Manage monthly results close financial processes; provide forecast/budget updates with meaningful/actionable analytics

  • Drive transparency, cost simplification, value measurement in financial advice and guidance for strategic planning and business level plans

  • Demonstrate intellectual curiosity with appropriate skepticism to review/ challenge/enhance/transform current processes that can benefit from improvements; take ownership to push things forward and make progress

  • Engage/execute product model strategy

  • Uphold/maintain balance between risk mitigation and operational efficiency

  • Ensure regulatory, data and controls compliance for all processes/programs undertaken by business finance teams

Required Qualifications:

  • 4+ years of Finance experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

  • BA/BS in Finance, Accounting, or Economics

Desired Qualifications:

  • Strong analytical skills including financial metrics analysis

  • Experience with regulatory, data and controls stakeholders

  • Visual/verbal data trend presentation preparation for management reporting

  • Knowledge/understanding of report analysis: emphasis on accuracy and telling a story with supporting details

  • Ability to collaborate effectively in a cross functional team organizational structure

  • Ability to exercise independent judgment and work within a team to identify and resolve problems

  • Advanced Microsoft Office skills, Essbase and/or SmartView experience, Apptio proficiency

Pay Range

$84,000.00 - $149,400.00


Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement

Posting End Date:

22 May 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

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