Sr Financial Analyst, Technology

WEX Inc.; Maine; Hybrid; USD 105,000 - 120,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) plan

Paid time off

HSA/FSAs

Tuition reimbursement

Job summary

WEX Inc. in the United States is seeking a Senior Financial Analyst (FA4) to partner with Technology, Product, and Commercial leadership within the FP&A organization.

You will manage budgeting, forecasting, CapEx, and deep-dive analytics to enable executive decision‑making and drive financial clarity across the global Technology group. The role demands strong Excel modeling, ERP/FP&A system experience (Anaplan, SAP, Oracle), and a track record of cross‑functional collaboration, SOX controls, and

Qualifications

• Bachelor’s degree in Finance or Accounting; MBA or certification preferred.
• 5–10+ years of progressive FP&A/Finance experience, especially in tech or IT.
• Strong modeling, consolidation, and cross-functional partnering skills.
• Experience with ERP/FP&A platforms and data visualization tools.

Responsibilities

• Strategic business partnering with Technology, Product, and Commercial leaders.
• Deliver monthly financial reporting, forecasting, and capex analysis.
• Lead CapEx lifecycle, cost modeling, and project tracking with Jira/ERP tools.
• Own month-end close, variance analysis, and SOX controls compliance.
• Drive process automation, standardized reporting, and dashboarding.

Skills

Advanced Excel

Data analysis

Cross-functional partnership

Financial modeling

SOX controls

Education

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

MBA or professional certification preferred

Tools

Anaplan

PeopleSoft

Hyperion

SAP

Oracle

Alteryx

UIPath

Tableau

Power BI

Jira

Job description

About Team / Role

WEX is seeking a highly analytical and self-driven Senior Financial Analyst (FA4) to join our FP&A organization. In this role, you will act as a dedicated financial lead and strategic partner to Technology, Product, and Commercial leadership teams, delivering comprehensive budgeting, forecasting, capital expenditure management, and deep-dive analytics to support executive decision‑making. You will provide critical insights to leadership while driving financial clarity, accountability, audit compliance, and operational efficiency across the global Technology organization.

How You'll Make an Impact

Strategic Business Partnering & Leadership

Act as a key thought partner to Technology, Product, and Commercial leaders. Build strong cross‑functional partnerships, connecting Technology & Digital teams with Commercial Finance partners to enable informed decision‑making and align project delivery timelines with financial constraints. Develop best practice reporting and explain financial findings to all leadership levels.

Financial Reporting & Forecasting

Deliver transparent, high‑quality monthly financial reporting and forward‑looking projections for operating expenses and capital spend across cost categories, teams, and strategic initiatives. Drive financial visibility for Executive Leadership Team (ELT) stakeholders, highlighting cost drivers, resource investments, and performance metrics.

CapEx Lifecycle & Capital Planning

Utilize and leverage capital reporting and tracking tools for multi‑million dollar annual capital portfolios. Develop sophisticated cost models, apply capitalization rates to compensation data, and integrate project‑tracking tools (e.g., Jira) with ERP/Anaplan systems to track capital delivery. Implement and enhance capital planning tools in alignment with enterprise FP&A upgrades.

Month‑End Close & Audit Compliance

Lead monthly and quarterly close processes, including accruals, reclassifications, variance analysis, and reconciliation of financial systems. Enforce compliance with accounting policies, maintain robust documentation, enforce materiality thresholds (e.g., $250k), and perform relevant monthly SOX controls.

Process Automation & Continuous Improvement

Champion the modernization of financial processes by identifying and eliminating non‑value‑added activities. Implement automated workflows, standardized templates, and reporting dashboards using tools like Alteryx, Tableau, and UIPath to shift focus from manual data processing to strategic analysis.

Experience You'll Bring Education

Education: Bachelor’s degree in Finance, Accounting, or a related field; MBA or professional certification preferred.

Experience

5–10+ years of progressive Finance or Accounting experience, with demonstrated success supporting cross‑functional technology, IT, or commercial organizations.

Technical Proficiency

Advanced Excel skills (complex modeling, advanced formulas, pivot tables) and experience with enterprise ERP and FP&A platforms (Anaplan, PeopleSoft, Hyperion, SAP, Oracle). Hands‑on experience or proficiency with automation and data visualization tools (Alteryx, UIPath, Tableau, Power BI).

Analytical Rigor & Compliance

Strong financial acumen with proven ability to synthesize complex data sets into actionable executive insights. Expertise in applying capitalization policies, maintaining SOX controls, and ensuring audit readiness.

Communication & Influence

Excellent written and verbal communication skills with the ability to translate complex technical/financial concepts for cross‑functional stakeholders and ELT members.

Process Leadership

Proven "fix and build" mindset with a track record of streamlining manual workflows, standardizing reporting, and driving operational efficiency.

Adaptability & Collaboration

Ability to work independently in a hybrid environment, lead initiatives across matrixed teams, and adapt quickly to shifting priorities.

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. 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.

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.

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.