From Wells Fargo's posting. “We” and “our” refer to the employer.
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 through clear analysis, and sound judgment.
BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting.
Strong technical skills including Essbase, Microsoft Office suite.
Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others.
Strong critical thinking skills combined with strategic business focus.
Sense of urgency, passion for results, and personal accountability for achievement.
Job Expectations:
Willingness to work on-site at stated location on the job opening.
This position offers a hybrid work schedule.
This position is not eligible for Visa sponsorship.
Posting Locations:
11625 N Community House Rd Charlotte, NC
401 Las Colinas Blvd. Irving, TX
North Carolina – Charlotte Pay Range: $100,000.00 - $163,000.00 USD Annual
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$100,000.00 - $163,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date: 26 Sep 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.
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.
About this listing
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
