Lead Finance Analyst – Digital Technology & Innovation

Wells Fargo

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

Posted 4/24/2026full-timeCharlotte • North Carolina, Texas • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

Hybrid work schedule

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial managementbudgeting processesfinancial forecastingdata analysisperformance metricsresource managementinvestment expenditurevendor managementfinancial reportingbusiness case financials

Soft Skills

analytical skillscommunication skillsproblem-solving skillscritical-thinking skillsrelationship buildingstakeholder assessmentcross-functional collaborationpresentation skillsgovernanceprocess improvement