Lead Financial Planning & Analysis Analyst – Technology Finance

Role Overview

This role is pivotal in shaping how FP&A partners with Technology leadership, driving transformation, and enabling strategic decision-making. The VP will consolidate financial insights across multiple Technology divisions and deliver actionable recommendations to the CFO of Technology and CIO of Technology.

What You Will Do

Create and maintain a Budget and Forecast for the internally developed software within WF Technology, design and manage capital plans for non-labor expenses, and consolidate and interpret financial results across global Technology divisions.

Why It Might Be a Fit

The ideal candidate will have 5+ years of Finance experience, a strong stakeholder management and developing relationship with internal and external partners, and expertise in AI-driven forecasting and automation tools.

Requirements

• 5+ years of Finance experience
• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 3+ years of leadership experience supporting Technology Finance
• Familiarity with enterprise planning systems (e.g., Anaplan, Oracle Hyperion Essbase), data visualization tools (e.g., Power BI, Tableau), and emerging AI technologies
• Experience assessing and analyzing raw data sets and transforming to actionable insights
• Excellent verbal, written, and interpersonal communication skills
• Exceptional attention to detail and experience delivering presentations to executive leaders
• High level of proficiency in Microsoft Office (Word, Excel, Outlook, and PowerPoint)
• Strong stakeholder management and developing relationship with internal and external partners
• Expertise in AI-driven forecasting and automation tools
• Ability to analyze complex problems, identify root causes amid ambiguity, and develop alternative solutions
• Experience in designing and managing capital plans for labor/non-labor expenses, aligning investment decisions with Technology priorities and long-term strategy

Benefits

• hybrid work schedule
• no relocation assistance
• no visa sponsorship

Tagged as: Financial Modeling