Senior Financial Analyst

WEX Inc; United States; Hybride; USD 105 000 - 120 000; Plein temps

Résumé du poste

WEX Inc. is seeking a Senior Financial Analyst to join its Strategic Capital Investments team. You will support the enterprise capital program through rigorous financial analysis, KPI tracking, and executive-ready materials for ELT and Board review.

Collaborating with Product, Technology, and Commercial teams, you will build dynamic financial models, enable scenario planning, and drive disciplined governance of investments to align with strategic objectives and financial outcomes.

Qualifications

• College degree, BS degree in Accounting or Finance
• 4-5 years of progressive experience in finance, investment analysis, or strategy consulting roles
• Experience with (or strong desire to) working in a large team and working cross-functionally with a large number of business partners and stakeholders
• Experience with advanced analytical modeling and data wrangling using Google, Excel, Alteryx, UIPath or other similar tools
• Experience with financial planning and reporting tools like Anaplan, HFM or similar.
• Experience with capital investment or project tracking preferred
• Experience with (or a strong desire to learn) drawing actionable insights from data to deliver on business goals and impact
• Ability to be a proactive and self-driven working professional who is eager to learn, grow and have business impact
• Experience and enthusiasm for leveraging various AI tools is preferred.

Responsabilités

• Own ongoing investment performance tracking through KPI and Revenue analysis, supporting the Delivery team’s monthly Enterprise Goals and Outcomes reporting and preparation of executive-level materials for ELT review.
• Design and enhance an enterprise-wide capital portfolio management approach that balances risk, return, and strategic alignment.
• Perform detailed financial evaluations—including ROI, NPV, and IRR to support prioritization and funding decisions across competing initiatives.
• Develop and refine dynamic business case models that enable scenario planning, sensitivity analysis, and informed tradeoff discussions.
• Partner closely with Product, Technology, and Commercial teams to surface, evaluate, and advance investment opportunities that align to enterprise strategy and financial objectives.
• Identify investments that are not meeting expectations and work with stakeholders to recommend course corrections or optimization actions.
• Produce clear, compelling analyses and executive-ready materials that communicate investment performance, drivers, risks, and opportunities to senior leadership.
• Improve and automate investment governance and tracking processes to increase efficiency, transparency, and decision quality.
• Work collaboratively with FP&A leadership and teams to ensure new and ad-hoc initiatives are thoroughly evaluated, appropriately modeled, and aligned with capital allocation priorities.
• Build trusted relationships across the organization by understanding stakeholder needs and translating them into disciplined financial insights.
• Coordinate with Finance, Accounting, and related teams to support strong controls, compliance, and effective investment outcomes.
• Bring a strong service mindset, analytical rigor, and clear communication skills to continuously strengthen partnerships with internal customers.

Connaissances

Cross-functional collaboration

Advanced analytics

Financial modeling

Data wrangling

Proactive self-driven

AI tool awareness

Formation

BS in Accounting or Finance

Outils

Google

Excel

Alteryx

UIPath

Anaplan

HFM

Description du poste

About the team / role WEX is currently seeking a Senior Financial Analyst to join its Strategic Capital Investments team. WEX is committed to building a robust investment strategy partnering with the Executive Leadership Team (ELT), and senior leaders across the Commercial, Technology, and Product organizations to fund investments to drive future growth. As our Senior Financial Analyst, you will report to the Finance Director of the Strategic Capital Investments team and play a key role in shaping our evolving framework for how WEX allocates capital internally and measures investment outcomes. The Strategic Capital Investments team works closely with various Commercial, Technology, and Product leaders across the enterprise, and partners with the ELT to design our annual capital investment program. This role will join a team that supports and reports on important financial and operational metrics aligned to strategic enterprise goals. You will help enable the project portfolio management process for capital expenditures, deliver high-quality financial analysis and modeling, and partner with leaders across the enterprise to provide insights that support performance tracking, informed decision-making, and progress against strategic outcomes. Lastly, strong executive presence and experience creating Board of Directors materials is a plus, as the team is regularly pulled into the quarterly board process.

How you'll make an impact

Own ongoing investment performance tracking through KPI and Revenue analysis, supporting the Delivery team’s monthly Enterprise Goals and Outcomes reporting and preparation of executive-level materials for ELT review. Design and enhance an enterprise-wide capital portfolio management approach that balances risk, return, and strategic alignment. Perform detailed financial evaluations—including ROI, NPV, and IRR to support prioritization and funding decisions across competing initiatives. Develop and refine dynamic business case models that enable scenario planning, sensitivity analysis, and informed tradeoff discussions. Partner closely with Product, Technology, and Commercial teams to surface, evaluate, and advance investment opportunities that align to enterprise strategy and financial objectives. Identify investments that are not meeting expectations and work with stakeholders to recommend course corrections or optimization actions. Produce clear, compelling analyses and executive-ready materials that communicate investment performance, drivers, risks, and opportunities to senior leadership. Improve and automate investment governance and tracking processes to increase efficiency, transparency, and decision quality. Work collaboratively with FP&A leadership and teams to ensure new and ad-hoc initiatives are thoroughly evaluated, appropriately modeled, and aligned with capital allocation priorities. Build trusted relationships across the organization by understanding stakeholder needs and translating them into disciplined financial insights. Coordinate with Finance, Accounting, and related teams to support strong controls, compliance, and effective investment outcomes. Bring a strong service mindset, analytical rigor, and clear communication skills to continuously strengthen partnerships with internal customers.

You should also expect:

• A collaborative and challenging working environment
• The opportunity to engage with various stakeholders across the business and senior leadership teams, including the ELT
• To train and develop your skills in your area of work with some of the best experts in the payments industry and simultaneously mentor analysts and other team members.
• To produce and work cross-functionally on the development and implementation of standardized reporting and processes to provide financial insights.

Experience you’ll bring

• College degree, BS degree in Accounting or Finance
• 4-5 years of progressive experience in finance, investment analysis, or strategy consulting roles
• Experience with (or strong desire to) working in a large team and working cross-functionally with a large number of business partners and stakeholders
• Experience with advanced analytical modeling and data wrangling using Google, Excel, Alteryx, UIPath or other similar tools
• Experience with financial planning and reporting tools like Anaplan, HFM or similar.
• Experience with capital investment or project tracking preferred
• Experience with (or a strong desire to learn) drawing actionable insights from data to deliver on business goals and impact
• Ability to be a proactive and self-driven working professional who is eager to learn, grow and have business impact
• Experience and enthusiasm for leveraging various AI tools is preferred.

Location

Flexible between a hybrid schedule out of Portland, ME or based remotely in MA with travel to Headquarters in Portland, ME. If Remote, candidate should expect occasional travel to WEX offices (primarily Portland, Maine)

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: $104,600.00 - $119,600.00

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. If you’re looking for a growing career - come be part of WEX today. To learn more about our employee benefits, please click here.

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. 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.