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Senior Finance Analyst - Tech Finance (Allocation)

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Job Description

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bout this role:

Wells Fargo is seeking a...


In this role, you will:

  • Lead or participate in moderately complex data product initiatives and deliverables and contribute to large-scale planning related to driving data enablement and capabilities across multiple platforms and utilities

  • Review and analyze moderately complex data product challenges that require an in-depth evaluation of variable factors to drive data enablement strategies and roadmaps

  • Independently resolve moderately complex data product issues and lead team to meet data product deliverables while leveraging solid understanding of data, analytics, and integration needs of line of business partners that impact prioritization, roadmap, and architecture design

  • Collaborate and consult with peers, colleagues, and mid-level managers to ensure data product solutions are built for optimal performance and design analytics applications across multiple platforms, resolve data product issues, and achieve goals may lead projects, teams or serve as a mentor for lower-level staff

  • Provide input on new use case intake, prioritization, product roadmap definition, and other critical business processes

  • Manage moderately complex datasets continuously focusing on the consumers of the data and their business needs, while adhering to set data governance and standards

  • Create and maintain data product roadmaps and documentation throughout the data product life cycle with detailed specifications, requirements, and flows for data capabilities

  • Serve as a liaison between data management, product teams, data engineering, and architecture teams throughout the data product life cycle


Required Qualifications:

  • 4+ years of data product or data management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • MBA (or) Cost & Management Accountant (or) Chartered Financial Analyst (or) Chartered Accountant with more than 4 years of post-qualification experience.
  • Specific focus on allocation methodologies for technology indirect expenses
    • Analyze metrics that quantify the value technology generates for products and services across Wells Fargo
    • Provide analysis on drivers for labor, non-labor and infrastructure expenses
    • Provide transparency and actionable insights on technology spend based on consumption
    • Create reports to show technology allocations to businesses with ability to parse out expense cuts
  • Candidate should have strong FP&A expertise and has experience in working with senior leaders providing strategic solutions.
  • Candidate must have hands on experience in LOB / segment / product reporting / management reporting / dashboard / presentations / Analytics / commentary.
  • Candidate should have good hands on experience on handling end to end aspects of project financials / reporting / forecasting / analysis and plan support.
  • Candidate should have good exposure to handling work flow applications, be good with BO and or BI Tools and or similar applications. Good expertise in Data Lineage, data flow / architecture and data quality.
  • Excellent analytical skills and attention to detail, with the ability to translate complex data into actionable insights.
  • Demonstrated ability to drive results in a dynamic and fast-paced environment.
  • Proficiency in Power BI or similar data visualization tools for dashboard creation and reporting
  • Ability to work both independently and within team environment. Strong communication and presentation skills.
  • Ability to perform complex analyses, build financial models, draw conclusions, and communicate recommendations to business leaders.
  • Prioritize multiple tasks in a fast-paced environment with critical deadlines.
  • Advanced knowledge of Excel, Macros, Business Intelligence tools and Power point.

  • Job Expectations:

  • This Individual contributor role will serve as finance lead for the Technology Finance Allocation in India. The key priorities for this role will be to provide strategic solutions to stakeholders through strong business acumen displaying executive presence, provide meaningful insights to the management team on all aspects of financials, to facilitate better deep dives and effective management decisions. Employee will be responsible in ensuring that all of the Forecasting, Planning and management reporting activities to Tech Allocations is undertaken in an effective manner. The incumbent should have strong communication, a good functional understanding and have the ability to provide effective presentation to the senior leaders.
  • The main Responsibilies would be

  • Strong analytical and critical thinking skills combined with strategic business focus and ability to lead from the front.
  • Reputation for being a highly responsive individual who thrives on achieving results in a large, complex, diverse organization who respects the culture, is flexible and adaptable.
  • Candidate should be a subject matter expert on Technology Allocations and should be good with the numbers, ability to break the information into meaningful data points, good story writing and commentary skills.
  • Candidate should have strong stakeholder engagement skills and should have excellent communication and presentation skills.
  • Candidate should have good financial acumen and come out with good strategic/ go forward data /analytic support and support the business teams.
  • Capable of conducting in-depth research of large data (financial & non-financial) using various tools and providing insightful solutions to stakeholders.
  • Interact / coordinate with different teams to proactively raise any specific issues or challenges around the business and work independently with the concerned teams to resolve issues.
  • Candidate should ensure faster turnaround time on query handling and ad-hocs if any, with good understanding of change management and its likely impacts and consequences. Provide detailed analysis, trend analysis and high-level recommendations. Should proactively call out for issues / challenges and come out with solutions.
  • Candidate should be good with financial modelling, understand process changes and be good with research and query handling.
  • Ability to perform complex analyses, build financial models, draw conclusions, and communicate recommendations to business leaders.

Posting End Date:

5 Apr 2026

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.

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About Company

"Wells Fargo is committed to building an inclusive, sustainable recovery for all through a focus on opening pathways to economic advancement, championing quality, affordable homes, empowering small businesses to thrive, and enabling a just, low-carbon economy.
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Job ID: 145228843