VP, Technology Finance - Financial Planning & Analysis jobs in United States
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Wells Fargo · 2 hours ago

VP, Technology Finance - Financial Planning & Analysis

Wells Fargo is seeking a Vice President of Financial Planning & Analysis (FP&A) to support the Global Technology organization. This role is pivotal in shaping FP&A partnerships with Technology leadership, driving transformation, and enabling strategic decision-making by consolidating financial insights across multiple Technology divisions.

BankingFinancial ServicesFinTechInsurancePayments
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Responsibilities

Create and maintain a Budget and Forecast for the internally developed software within WF Technology
Design and manage capital plans for non-labor expenses, aligning investment decisions with Technology priorities and long-term strategy
Consolidate and interpret financial results across global Technology divisions
Deliver clear, concise narratives on financial health, trends, and projections for senior leadership
Lead multi-year financial planning and scenario modeling aligned with Technology strategy
Provide actionable recommendations to achieve cost optimization and investment priorities
Drive FP&A modernization initiatives, including AI-driven variance commentary, predictive headcount modeling, and automated reporting
Eliminate duplicative processes across divisional CFO teams and standardize global practices
Establish global FP&A standards for reporting, forecasting, and analytics
Champion adoption of advanced tools and data visualization platforms
Act as a trusted advisor to the CFO and CIO of Technology, offering financial solutions to support strategic initiatives
Facilitate discussions on technology investment trade-offs and ROI
Partner across functions (Corporate Controllers, Technology Portfolio teams) to link accounting policies with the Technology book of work and to synchronize the portfolio financial planning and forecasting process
Monitor emerging risks (e.g., cyber threats, regulatory changes) and assess financial impact
Identify opportunities for cost efficiency and reinvestment in innovation

Qualification

Financial Planning & AnalysisAI-driven forecastingCapital planningEnterprise planning systemsData visualization toolsStakeholder managementProblem analysisMicrosoft Office proficiencyCommunicationAttention to detailRelationship developmentPresentation skills

Required

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

Preferred

Bachelor's degree in Finance, Accounting, Economics, or related field
3+ years of leadership experience supporting Technology Finance
Familiarity with enterprise planning systems (e.g., Anaplan, Oracle Hyperion Essbase), data visualization tools (e.g., Power BI, Tableau), and emerging AI technologies
Experience assessing and analyzing raw data sets and transforming to actionable insights
Excellent verbal, written, and interpersonal communication skills
Exceptional attention to detail and experience delivering presentations to executive leaders
High level of proficiency in Microsoft Office (Word, Excel, Outlook and PowerPoint)
Strong stakeholder management and developing relationship with internal and external partners
Expertise in AI-driven forecasting and automation tools
Ability to analyze complex problems, identify root causes amid ambiguity, and develop alternative solutions
Experience in designing and managing capital plans for labor/non-labor expenses, aligning investment decisions with Technology priorities and long-term strategy

Company

Wells Fargo

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Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-10-06IPO

Leadership Team

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Charlie Scharf
CEO
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Fernando Rivas
CEO of Corporate & Investment Banking
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Company data provided by crunchbase