Principal Financial Analyst, FP&A Reporting

WEX; Portland (ME); Hybrid; USD 147,000 - 162,000; Full time

Job summary

WEX in Portland, ME is seeking a Principal Financial Reporting Analyst to join the Corporate FP&A team, leading the global forecast, financial reporting consolidation, and executive storytelling to leadership.

The role requires highly analytical, strategic, and proactive leadership to synthesize results, build robust models, and drive continuous improvements with tools like Alteryx and Claude. Portland office 1–2 days per week.

Qualifications

• Bachelor’s degree in Accounting, Finance or related.
• Minimum of 10 years in analytical and strategic roles with track record managing complex financial data.
• Strong leadership and proactive mindset with drive to develop teams and future leaders.
• Advanced analytical modeling, financial forecasting, and data transformation using tools such as Excel, Google Suite, Claude, Alteryx, or UIPath.
• Interest in leveraging new tools to enhance investment decision-making in fast-paced contexts.
• Experience deriving actionable insights from complex datasets to inform investment strategies.

Responsibilities

• Synthesize complex global results into a cohesive enterprise narrative for Executive presentation.
• Build and manage financial models showing interconnection of three main financial statements.
• Lead global forecast & budget process improvements with Corporate.
• Analyze trends and provide data-driven insights for strategic decisions.
• Identify and implement tools (Alteryx, Claude) to automate routine consolidation.
• Own key processes within a matrixed organization and collaborate with broad stakeholders.
• Mentor analysts to raise analytical excellence and drive projects cross-functionally.
• Communicate insights clearly, balancing big-picture thinking with granular detail.

Skills

Analytical modeling

Financial forecasting

Data transformation

Excel

Google Suite

Claude

Alteryx

UIPath

Education

Bachelor's degree in Accounting/Finance

Tools

Alteryx

UIPath

Claude

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.

Experience you’ll bring

• 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.

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: $146,700.00 - $161,500.00