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Lead Technology FP&A Analyst – Cyber Technology Finance
Wells Fargo. Lead financial planning and analysis initiatives supporting Infrastructure and Cyber Technology leadership .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and financial modeling, while effectively translating complex financial data into actionable insights for executive leadership. Proven ability to partner across finance and technology sectors to drive strategic decision-making and improve financial processes.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Budgeting And ForecastingFinancial Modeling And Scenario AnalysisExecutive-Level Financial PresentationsAdvanced Microsoft Excel And PowerPoint Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BudgetingForecastingFinancial ModelingScenario AnalysisVariance AnalysisManagement ReportingFinancial Performance ReviewsData AnalysisFinancial Process ImprovementFinancial Acumen
Soft Skills
Strategic PartnershipInfluencing DecisionsConstructive ChallengeSynthesis Of InformationCommunication
Industry Keywords
Corporate FinanceTechnology FinanceInfrastructureCybersecurityFinancial ComplianceStakeholder EngagementExecutive ReportingPerformance NarrativesInternal ControlResource Allocation
Tech Stack
Tools & technologiesCyber Security
About the role
Key responsibilities & impact- Lead financial planning and analysis initiatives supporting Infrastructure and Cyber Technology leadership
- Serve as a strategic finance partner and trusted advisor to support business and technology decisions
- Own annual planning, budgeting, forecasting, headcount and resource planning, variance analysis, and financial performance reviews
- Translate financial and operational data into executive-level insights, narratives, and recommendations
- Identify financial trends, risks, and opportunities and recommend actions to improve performance
- Lead financial modeling, scenario analysis, and forward-looking assessments for business decisions, technology investments, and resource allocation
- Drive executive reporting and presentations on financial performance, drivers, risks, opportunities, and required actions
- Improve, simplify, standardize, automate, and enhance financial management processes and reporting
- Evaluate complex business challenges and develop recommendations using financial and non-financial factors
- Partner across Finance, Technology, and stakeholder groups to influence outcomes and drive alignment
- Establish financial rigor, drive accountability, and ensure deliverables meet internal control, policy, and compliance expectations
Requirements
What you’ll need- 5+ years of Finance experience, or equivalent demonstrated through work experience, training, military experience, or education
- 5+ years of progressive experience in FP&A, corporate finance, technology finance, or a related financial discipline
- Expertise in budgeting, forecasting, financial modeling, scenario analysis, variance analysis, and management reporting
- Strong financial and business acumen
- Ability to connect financial performance to broader business and technology strategy
- Ability to advise senior leaders, provide constructive challenge, and influence decisions across complex stakeholder groups
- Experience developing and delivering executive-level financial presentations, recommendations, and performance narratives
- Ability to independently lead complex financial initiatives from strategy through execution
- Ability to synthesize financial and operational information into concise executive insights
- Track record of improving financial processes, reporting, controls, and decision-making capabilities
- Advanced Microsoft Excel and PowerPoint skills, including financial modeling and executive presentation development
- Experience within Technology Finance, Infrastructure, Cybersecurity, or another complex technology environment preferred
- Bachelor’s degree in Finance, Accounting, Economics, or a related discipline preferred
- Willingness to work on-site at the stated location
- Not eligible for Visa sponsorship
Benefits
Comp & perks- Hybrid work schedule
- Equal opportunity employment
- Medical accommodation available upon request
- Drug-free workplace