Principal Financial Analyst, FP&A Reporting

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

Benefits offered by this job

Health, dental and vision insurances

Retirement savings plan

Paid time off

Health savings account

Flexible spending accounts

Life insurance

Job summary

WEX Inc in Portland, ME is seeking a Principal Financial Reporting Analyst to join the Corporate FP&A team. This role will help lead the global forecast process, financial reporting consolidation, and executive storytelling to leadership.

The position requires 1–2 days in the Portland office per week and a minimum of 10 years in analytical/strategic roles, with strong skills in forecasting and financial modelling using tools like Excel, Google Suite, Claude, Alteryx, or UIPath.

Qualifications

• Bachelor's degree in Accounting, Finance or related.
• Minimum of 10 years in analytical and strategic roles with a track record of managing complex financial data.
• Strong ability to synthesize insights into enterprise narratives for executives.
• Proactive leader with continuous learning mindset.

Responsibilities

• Synthesize complex global results into a cohesive enterprise narrative for Executive presentation.
• Build and manage financial models showing interconnectedness of the three main financial statements.
• Lead continuous improvement of global forecast and budget process, timelines, and deliverables.
• Analyze key trends and provide data-driven insights to influence strategic decisions.
• Identify and implement advanced tools to automate routine consolidation and enable predictive analytics.
• Own and drive key processes across a matrixed organization and mentor other analysts.
• Act as a functional lead driving projects and raise analytical excellence.
• Communicate insights effectively with big-picture and detailed focus.

Skills

Financial analysis

Strategic thinking

Forecasting

Data transformation

Analytical modeling

Education

Bachelor's degree in Accounting, Finance or related

Tools

Alteryx

Claude

UIPath

Excel

Google Suite

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.

Benefits

• Health, dental and vision insurances
• Retirement savings plan
• Paid time off
• Health savings account
• Flexible spending accounts
• Life insurance

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

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