Principal Financial Analyst, FP&A Reporting

WEX Inc.; Headquarters (WA); Hybrid; USD 147,000 - 162,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plan

Paid time off

HSA

FSA

Life insurance

Disability insurance

Tuition reimbursement

Job summary

WEX Inc. is seeking a highly analytical Principal Financial Reporting Analyst to join the Corporate Finance team in Portland, ME. This role leads global forecast processes, consolidates financial reporting, and delivers executive-level storytelling to leadership.

Expect 1–2 days per week in the Portland office as part of a hybrid work arrangement. The role requires a Bachelor’s degree in Accounting/Finance and 10+ years in analytical roles, with strong modeling, forecasting, and data

Qualifications

• Bachelor's degree in Accounting, Finance or related.
• 10+ years in analytical and strategic roles with a proven track record of managing complex financial data.
• Strong proactive leader with a desire to learn, grow, and develop teams and future leaders.
• Experience using advanced analytical tools to automate consolidation and support predictive analytics.

Responsibilities

• Synthesize complex global results and translate them into an enterprise narrative for executives.
• Build and manage financial models showing interconnections of the three main financial statements.
• Lead continuous improvement of global forecast and budget processes, timelines, and deliverables.
• Analyze trends and provide data-driven insights to influence strategic decisions.
• Mentor analysts to raise analytical excellence across a matrixed organization.

Skills

Advanced Excel

Financial forecasting

Data transformation

Analytical modeling

Strategic partnership

Cross-functional collaboration

Education

Bachelor's degree in Accounting, Finance or related

Tools

Alteryx

Claude

UIPath

Google Suite

Excel

Job description

About team / role

We are seeking a highly analytical, strategic, and proactive Principal Financial Reporting Analyst to join the Corporate Finance team. This role is an integral part of the Corporate FP&A team, helping to lead the global forecast process, financial reporting consolidation, and Executive level story telling to leadership. This role is expected to quickly identify the “what”, dive into the details to understand the “why”, and formulate the “what’s next” as a strategic partner to management. This role requires 1-2 days in the Portland, ME office a week.

How you'll make an impact

• Synthesize complex global results, understand key drivers of business performance and knit together a cohesive story across disparate business units into a clear enterprise narrative for Executive presentation.
• Build and manage financial models, demonstrating comprehension of the interconnectedness of the three main financial statements.
• Lead continuous improvement of global forecast & budget process, timelines, and deliverables to Corporate.
• Analyze key trends and provide data-driven insights to influence and support strategic business decisions.
• Act as a pioneer for the finance org by identifying and implementing advanced tools (Alteryx, Claude) to automate routine consolidation, allowing the team to shift focus to predictive analytics.
• Own, drive, and fully execute key processes within a matrixed organization and work across broad stakeholders when needed.
• Act as a “functional lead,” driving projects through a matrixed organization and mentoring other analysts to raise the bar for analytical excellence.
• Demonstrate a big-picture, analytical mindset while also possessing the ability to focus on granular detail and effectively communicate key insights.

Requirements

• Bachelor's degree in Accounting, Finance or related.
• Minimum of 10 years in analytical and strategic roles (e.g., financial analysis, business analysis, or consulting), with a proven track record of managing complex financial data.
• Highly self-driven and proactive leader, with a strong desire to continuously learn, grow, and expand business impact while developing teams and future leaders.
• Strong proficiency—or eagerness to deepen expertise—in advanced analytical modeling, financial forecasting, and data transformation using tools such as Excel, Google Suite, Claude, Alteryx, or UIPath.
• Passion for leveraging new tools, technologies, and approaches to enhance investment decision-making; thrives in fast-paced, evolving business contexts.
• Experience deriving actionable insights from complex datasets to inform investment strategies and accelerate growth.

Compensation and Benefits

Pay Range: $146,700.00 - $161,500.00

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 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.

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

Location and Working Hours

This role requires 1-2 days in the Portland, ME office a week.

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. Offering comprehensive and market competitive benefits, our offerings are designed to support your personal and professional well-being.

For more information, check out the "About Us" section.

Equal Opportunity Statement

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.

Disability Accommodation

WEX promotes a drug-free workplace. Qualified individuals with a disability have the right to request a reasonable accommodation. If you require a reasonable accommodation as a result of your disability at any point in the job application process, please submit your request through our Reasonable Accommodation Request Form. This form is for accommodation requests only and cannot be used to inquire about the status of applications.