Sr Financial Analyst, Technology

WEX; Portland (ME); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental and vision insurances

Retirement savings plan

Paid time off

Health savings account

Flexible spending accounts

Life insurance

Disability insurance

Tuition reimbursement

Job summary

WEX seeks a Senior Financial Analyst to act as a strategic finance partner to Technology, Product, and Commercial leaders. You will deliver budgets, forecasts, capex management, and deep-dive analytics to support executive decision-making while driving audit readiness and operational efficiency across the global Technology organization.

The role emphasizes process automation using Alteryx, Tableau, and UIPath, with a focus on improving financial clarity and cross-functional collaboration in a

Qualifications

• 5-10+ years of progressive Finance or Accounting experience across technology, IT, or commercial functions.
• Experience delivering budgeting, forecasting, and capex analytics for executive decision-making.
• Strong knowledge of capitalization policies, audits, and SOX controls.

Responsibilities

• Lead budgeting, forecasting, and CapEx planning for Technology, Product, and Commercial teams.
• Deliver monthly financial reporting and variance analysis for ELT stakeholders.
• Develop and implement automated workflows and dashboards to enhance financial clarity and efficiency.

Skills

Financial analysis

Advanced Excel

Forecasting

Cross-functional partnering

Education

Bachelor's degree in Finance or Accounting

MBA or professional certification preferred

Tools

Anaplan

PeopleSoft

Hyperion

SAP

Oracle

Tableau

Power BI

Alteryx

UIPath

Job description

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.

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

Develop sophisticated cost models, apply capitalization rates to compensation data, and integrate project-tracking tools (e.g., 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., $

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.

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

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

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.

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

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. 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.

• 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.