Financial Analyst

WEX; United States; Hybrid; USD 82,000 - 98,000; Full time

Job summary

WEX is seeking a self-driven Financial Analyst to join the FP&A Technology team in a hybrid work environment. You will partner with Technology & Digital leadership, delivering budgeting, forecasting, and reporting to drive strategic investments and financial clarity across global teams.

You will collaborate with Commercial Finance, perform close processes, and champion process automation to shift focus to value-added analysis. Strong Excel, ERP, and communication skills are essential.

Qualifications

• Bachelor's degree in Finance, Accounting or related field.
• 5+ years of experience in Finance or Accounting, preferably in technology or IT.
• Advanced Excel skills with complex modeling and pivot tables.
• Experience with ERP systems such as Anaplan and PeopleSoft.
• Ability to synthesize data into clear insights for senior leadership.
• Excellent verbal and written communication with stakeholders.
• Strong orientation to streamline processes and drive automation.
• Preferred: experience with Alteryx and UIPath; comfortable in a hybrid work environment.

Responsibilities

• Deliver budgeting, forecasting, and reporting for Technology & Digital teams.
• Provide insights to leadership to support strategic investment decisions.
• Manage monthly and quarterly close processes, including accruals and reclasses.
• Maintain data integrity across cost categories and initiatives.
• Champion automation of financial processes and standardization.
• Support capital planning tools aligned with FP&A platform upgrades.

Skills

Advanced Excel

Analytical skills

Communication skills

Adaptability

Process improvement

Education

Bachelor's degree in Finance/Accounting

Tools

Anaplan

PeopleSoft

Job description

About Team / Role

We are seeking a self-driven Financial Analyst to join our FP&A Technology team. In this role, you will be the dedicated financial partner for the Technology & Digital organization, delivering budgeting, forecasting, and reporting to support strategic investment decisions. You will provide critical insights to leadership while driving financial clarity, accountability, and operational efficiency across the global Technology and Product teams.

How You'll Make an Impact

• Financial Reporting & Analysis: Deliver transparent, high-quality financial reporting of Technology & Digital operating expenses. Provide deep-dive analysis on cost drivers, resource investments, and performance metrics for ELT stakeholders.

• Strategic Business Partnering: Act as a key thought partner to Technology leaders. Enable informed decision-making by connecting Technology & Digital teams with Commercial Finance partners and translating financial findings for non-financial stakeholders.

• Close & Compliance: Manage monthly and quarterly standard close processes, including accruals, reclasses, and reconciliation of financial systems. Ensure continued compliance with accounting policies and perform relevant SOX controls.

• System Integration & Data Accuracy: Consolidate inputs from time-tracking tools and financial systems to provide a unified view of Technology spend. Maintain data integrity across cost categories and initiatives.

• Process Automation & Improvement: Champion the modernization of financial processes. Identify and eliminate non-value-added activities, implementing standardization and automation to shift focus from manual data crunching to value-add financial analysis.

• Capital Planning Support: Enhance and implement capital planning tools for the Technology area to ensure alignment with broader FP&A platform upgrades.

Experience You'll Bring

• Education: Bachelor's degree in Finance, Accounting, or a related field.

• Experience: 5+ years of experience in Finance or Accounting, preferably supporting technology or IT organizations.

• Technical Proficiency: Advanced Excel skills (complex modeling, advanced formulas, pivot tables) and experience with ERP systems (e.g., Anaplan, Peoplesoft).

• Analytical Rigor: Proven ability to synthesize complex data sets into clear, actionable insights for senior leadership.

• Communication & Influence: Excellent verbal and written communication skills with the ability to articulate financial performance to a variety of stakeholders.

• Process Orientation: A strong desire to "fix and build." Demonstrated success in streamlining manual processes and implementing automated solutions.

• Preferred Skills: Experience with automation tools such as Alteryx and UIPath is a strong plus.

• Adaptability: Ability to operate independently in a hybrid work environment, manage competing priorities, and drive engagement across teams.

The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section. Pay Range: $82,000.00 - $97,600.00