Lead Finance Analyst - Digital Technology & Innovation (DTI) Technology Finance Team

Wells Fargo
Charlotte, NC

About this role:

Wells Fargo is seeking a Lead Finance Analyst to join the Digital Technology & Innovation (DTI) Technology Finance Team . This role supports the DTI organization by managing end‑to‑end financial activities and serving as a trusted finance partner to technology leaders.

The Lead Finance Analyst will oversee technology budgeting, forecasting, and financial close processes; lead annual planning and investment prioritization; and provide clear financial insights to support strategic decision‑making. This role partners closely with senior leaders across Technology and Finance to deliver transparent reporting, actionable analytics, and executive‑ready financial narratives

In this role, you will:

  • Manage technology budgeting processes, financial close, and forecast updates for the DTI organization

  • Lead the annual budgeting process, overseeing business case prioritization for technology investments and expenditures while maintaining governance and financial transparency

  • Provide reporting on key metrics and performance indicators related to the technology workforce, resource management, investment expenditure, vendor usage, and infrastructure strategy

  • Partner with Technology leaders across DTI to support business objectives

  • Prepare strategy and financial presentations and narratives for senior management

  • Prepare and manage business case financials for initiatives and investments within assigned organizations

  • Work with cross‑functional teams to design and implement financial management solutions and toolsets aligned with industry practices

  • Support the adoption of technology finance tools through ongoing process improvements and integration within the financial data ecosystem

  • Conduct ad‑hoc analyses and provide recommendations for improvement opportunities, including streamlining processes and reporting and analyzing financial and headcount trends


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:

  • Demonstrated experience in Technology Finance

  • Prior experience partnering with senior leaders across business, technology & finance

  • Strong analytical skills, including the ability to analyze and translate large data sets

  • Excellent communication skills

  • Strong problem‑solving and critical‑thinking skills

  • Assess stakeholder needs and build effective relationships


Job Expectations:

  • This position offers a hybrid work schedule

Posting End Date:

29 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 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.

Posted 2026-04-23

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