Financial Analyst

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

Benefits offered by this job

Health, dental and vision insurance

Retirement savings plan

Paid time off

Health Savings Account (HSA)

Flexible Spending Accounts (FSA)

Life insurance

Disability insurance

Tuition reimbursement

Job summary

WEX Inc. seeks a self-driven Financial Analyst to join the FP&A Technology team in the United States.

You will serve as the financial partner for Technology & Digital, delivering budgeting, forecasting, and reporting to support strategic investment decisions. You will provide critical insights to leadership to drive financial clarity, accountability, and operational efficiency across global Technology and Product teams.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 5+ years of experience in Finance or Accounting, preferably supporting technology or IT organizations.
• Advanced Excel skills and ERP system experience (Anaplan, PeopleSoft).
• Ability to synthesize complex data into clear, actionable insights for senior leadership.
• Excellent verbal and written communication skills with the ability to articulate financial performance to stakeholders.
• Experience with automation tools such as Alteryx and UIPath is a strong plus.
• Ability to operate in a hybrid work environment and drive cross-team collaboration.

Responsibilities

• 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.
• Act as a strategic business partner to Technology leaders and translate financial findings for non-financial stakeholders.
• Manage monthly and quarterly close processes, including accruals, reclasses, and SOX controls.
• Consolidate inputs from time-tracking tools and financial systems for a unified view of Technology spend.
• Identify and implement automated improvements to financial processes and standardize procedures.
• Support capital planning tools for Technology initiatives and align with FP&A platform upgrades.

Skills

Advanced Excel

Analytical rigor

Communication skills

Process optimization

Adaptability

Hybrid work capability

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

Anaplan

PeopleSoft

Alteryx

UIPath

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.

Pay Range

Pay Range: $82,000.00 - $97,600.00

Compensation Details

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.

Benefits

WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being.

• 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

About WEX

WEX is a global commerce platform that helps businesses solve for operational complexities like employee benefits, managing and mobilizing fleets, and streamlining payments. With over 6,500 employees, we work with large and small companies in more than 200 countries and territories, and can tailor our services to meet the unique needs of their businesses.

We hire people who share our passion for continuous innovation and client service that is unparalleled in the industry.

Equal Opportunity

WEX is an equal opportunity employer committed to diversity and inclusion in the workplace.

All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, sexual orientation, gender identity, protected veteran status, disability or other protected status.

WEX promotes a drug-free workplace.

Qualified individuals with a disability have the right to request a reasonable accommodation.