Job Description
About this role:
The Finance Analyst will be responsible for partnering with the CIO organization of the Chief Data Office (CDO) of the FIRM and Technology Finance team(s) to support expense management, provide strategic reporting, have oversight and quality management of annual planning, monthly forecasting, and month-end close processes for financials, headcount, and investment spend.
In this role, you will:
Support all financial processes and reporting including actuals, budget, forecast of various financial and headcount metrics and scenarios/views including general ledger, program/project, product, application, allocations, and business case financials
Complete month-end financial close including forecasting, reporting, and analysis of direct expenses at a detailed cost center and account level
Partner with Finance counterparts across the Company to provide financial commentary and analysis regarding financial drivers and variances (i.e. actuals/forecast vs. budget.
Engage in annual budgeting of business case estimation for technology investments, monitor against approved spend to provide financial transparency.
Ensure data integrity, accuracy, and timeliness of financial analytics and reporting and presentations.
Maintain and refine key metrics and performance indicators across areas such as Technology workforce and vendor usage and spend.
Collaborate and liaise with various stakeholders across Technology, Finance, and Enterprise Data Technology CIO teams to ensure best practices and desired results.
Perform in-depth financial reporting/analysis.
Ensure proper financials preparation for operating reviews/reports, financial ownership in business cases and ad-hoc analyses.
Manage monthly results close financial processes; provide forecast/budget updates with meaningful/actionable analytics.
Drive transparency, cost simplification, value measurement in financial advice and guidance for strategic planning and business level plans.
Demonstrate intellectual curiosity with appropriate skepticism to review/ challenge/enhance/transform current processes that can benefit from improvements; take ownership to push things forward and make progress.
Uphold/maintain balance between risk mitigation and operational efficiencies.
Ensure regulatory, data and controls compliance for all processes/programs undertaken by business finance teams
Required Qualifications:
2+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting
Ability to successfully operate in a complex and matrixed environment
Essbase and/or SmartView experience
Strong analytical skills with high attention to detail and accuracy
Advanced Microsoft Excel skills
Financial analysis and forecasting knowledge and experience
Ability to prepare management level presentations
Experience working with changing priorities and deadlines
Excellent verbal, written, and interpersonal communication skills
Experience building partnerships and consulting effectively with leadership
Posting End Date:
10 Jul 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, ****** 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 ******* Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and ******* 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.
The Finance Analyst will be responsible for partnering with the CIO organization of the Chief Data Office (CDO) of the FIRM and Technology Finance team(s) to support expense management, provide strategic reporting, have oversight and quality management of annual planning, monthly forecasting, and month-end close processes for financials, headcount, and investment spend.
In this role, you will:
Support all financial processes and reporting including actuals, budget, forecast of various financial and headcount metrics and scenarios/views including general ledger, program/project, product, application, allocations, and business case financials
Complete month-end financial close including forecasting, reporting, and analysis of direct expenses at a detailed cost center and account level
Partner with Finance counterparts across the Company to provide financial commentary and analysis regarding financial drivers and variances (i.e. actuals/forecast vs. budget.
Engage in annual budgeting of business case estimation for technology investments, monitor against approved spend to provide financial transparency.
Ensure data integrity, accuracy, and timeliness of financial analytics and reporting and presentations.
Maintain and refine key metrics and performance indicators across areas such as Technology workforce and vendor usage and spend.
Collaborate and liaise with various stakeholders across Technology, Finance, and Enterprise Data Technology CIO teams to ensure best practices and desired results.
Perform in-depth financial reporting/analysis.
Ensure proper financials preparation for operating reviews/reports, financial ownership in business cases and ad-hoc analyses.
Manage monthly results close financial processes; provide forecast/budget updates with meaningful/actionable analytics.
Drive transparency, cost simplification, value measurement in financial advice and guidance for strategic planning and business level plans.
Demonstrate intellectual curiosity with appropriate skepticism to review/ challenge/enhance/transform current processes that can benefit from improvements; take ownership to push things forward and make progress.
Uphold/maintain balance between risk mitigation and operational efficiencies.
Ensure regulatory, data and controls compliance for all processes/programs undertaken by business finance teams
Required Qualifications:
2+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting
Ability to successfully operate in a complex and matrixed environment
Essbase and/or SmartView experience
Strong analytical skills with high attention to detail and accuracy
Advanced Microsoft Excel skills
Financial analysis and forecasting knowledge and experience
Ability to prepare management level presentations
Experience working with changing priorities and deadlines
Excellent verbal, written, and interpersonal communication skills
Experience building partnerships and consulting effectively with leadership
Posting End Date:
10 Jul 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, ****** 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 ******* Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and ******* 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.
💡 Quick Summary
Seeking a career-building opportunity? The Finance Analyst position is now open for candidates interested in the Accountant Jobs sector. This role in Dallas offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
