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Business IT Lead FP&A Analyst

Wells Fargo

CHARLOTTE, NCFull TimeSenior
Sign in to applyVerified 3h ago
Location
CHARLOTTE, NC
Employment
Full Time
Work model
On-Site
Level
Senior
Posted
Sep 21, 2026

About this role

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

Listing verified 3h ago. Applications go through the company's official careers site.

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