Lead Consumer Tech Finance Analyst

Wells Fargo • Dallas, TX • 2d ago

About this role:

Wells Fargo is seeking a Lead Consumer Technology Finance Analyst (Lead Finance Analyst) to be part of the Consumer Technology Finance Team. As part of this team, you will provide comprehensive financial support that includes budgeting, forecasting, analytics and monthly close for the GenAI Technology organization. The individual should be skilled in business case development, forecasting, financial data analysis, and scenario modeling to drive actionable insight. The function requires strong influencing skills and provides the opportunity to demonstrate thought leadership to senior management while partnering with Finance, Technology and Business functions.

In this role, you will:

Work with assigned CIO and team to convert technology operating plans into financial P&L and cash spend forecasts and budgets

Establish monthly/quarterly/annual operating budget and product reviews / reporting

Establish and maintain Gen AI product and pricing guide for infrastructure services

Evaluate opportunities for internally developed software (IDS) and take appropriate action

Provide input into the investment prioritization process by establishing and enforcing appropriate financial evaluation criteria

Review vendor spend requests providing feedback to optimize financial impact

Act as a value added business partner to assigned technology team

Implement investment post implementation review process to track and evaluate results

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:

4+ years experience in business case development, forecasting, financial data analysis, and scenario modeling.

Experience in technology finance or consumer financial expertise

Experience consulting, influencing, and partnering with senior business leaders to achieve desired outcomes.

Ability to manage multiple priorities and set expectations in a matrixed environment

Leadership experience including coaching, training, and mentoring

Ability to convert technology operational plans into financial terms and explain drivers to impacted business partners

Desire to drive process improvements to enhance business outcomes

Exceptional verbal and written communication skills

Strong analytical and critical thinking skills

Ability to establish processes and financial routines where they do not exist

Be self-directed, able to work independently but willing to escalate if needed to resolve issues before negative impacts are realized

Job expectations:

Required to work in the listed locations

VISA sponsorship not available for this role

Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process .

Posting End Date:

5 Jun 2025

*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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

Req Number: R-459200

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