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Eric Mello

@ericmello

Technology FP&A Vice President at Wells Fargo, guiding $400 million in annual funding and applying Microsoft Copilot to finance workflows.

United States

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At Wells Fargo, I partner with COO Technology executives on approximately $400 million in annual funding. I own planning and forecasting and build scenario analyses that inform investment, resource, and headcount decisions.

At Bank of America, I served as the strategic finance partner for Global Technology organizations, representing approximately $300 million in annual forecast and about 2,200 resources. I supported investment prioritization, vendor management, and business cases for multi-year technology projects.

Earlier at Bank of America, I led consolidation and analysis of 13 forecasts totaling $360 million in fiscal-year funding. I also worked in hedge fund accounting at ALPS Alternative Investment Services and supported assurance and tax work at PricewaterhouseCoopers (PwC).

Experience

Work history, roles, and key accomplishments

Current

Vice President – Lead Technology FP&A Analyst

Current

Wells Fargo

Sep 2025 - Present (1 year 2 months)

Strategic finance partner to COO Technology executives, managing approximately $400 million in annual funding. Owns end-to-end planning and forecasting, builds financial models, and leads adoption of Microsoft Copilot for AI-assisted reporting.

Financial Planning And Analysis Forecasting Budgeting Variance Analysis Financial Modeling scenario analysis Executive Reporting Microsoft Copilot AI Excel PowerPoint Hyperion Essbase Tableau

Vice President – Business Finance Officer

Bank of America

May 2021 - Aug 2025 (4 years 3 months)

Primary strategic finance partner for Global Technology organizations, managing approximately $300 million in annual forecast and 2,200 resources. Led business cases for large-scale technology projects and owned risks-and-opportunities view.

Financial Planning And Analysis Forecasting Budgeting Vendor Management Investment Prioritization Business cases Risk Management Executive Reporting Excel PowerPoint Hyperion Essbase Tableau

Vice President – Senior Financial Analyst

Bank of America

Aug 2017 - May 2021 (3 years 9 months)

Led the FRAC team in consolidating and analyzing 13 forecasts totaling $360 million in fiscal-year funding. Partnered with technology teams and served as trainer for new hires and interns.

Forecasting Consolidation Variance Analysis Financial Analysis Training Excel PowerPoint Hyperion Essbase

Senior Hedge Fund Accountant

ALPS Alternative Investment Services

Mar 2015 - Aug 2017 (2 years 5 months)

Performed daily and monthly reconciliations and prepared financial statements. Served as primary contact for investment managers and supported year-end audit and tax reporting.

Reconciliations General Ledger Accountant Financial Statements Hedge Funds Equity Fixed Income Derivatives Audit Tax Reporting

Process Specialist – Assurance & Tax

PricewaterhouseCoopers

Aug 2013 - Mar 2015 (1 year 7 months)

Supported assurance work including investment testing and auditing of financial statements. Prepared federal Form 1065 returns, partnership state returns, and Schedule K-1s for clients.