Strategic Capital Investments Analyst for Growth & ROI

WEX; Boston (MA); Hybrid; USD 105,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plan

Paid time off

Job summary

WEX, Boston/MA hybrid, seeks a Senior Financial Analyst to join its Strategic Capital Investments team. You will shape how the company allocates capital, build robust financial models, and deliver executive-level insights for portfolio decisions.

You will partner with Product, Technology, and Commercial teams to surface investment opportunities, present board-ready materials, and drive standardized reporting and governance to improve investment outcomes.

Qualifications

• 4–5 years of progressive experience in finance, investment analysis, or strategy consulting.
• BS in Accounting or Finance required.
• Experience working cross-functionally with many business partners and stakeholders.
• Advanced analytical modeling and data wrangling using tools like Alteryx, UIPath, Excel, and similar.
• Experience with capital investment or project tracking preferred.

Responsibilities

• Own ongoing investment performance tracking through KPI and Revenue analysis, supporting monthly reporting and executive materials.
• Design and refine an enterprise-wide capital portfolio management approach balancing risk, return, and strategy alignment.
• Perform ROI, NPV, and IRR evaluations to support prioritization and funding decisions across initiatives.
• Develop dynamic financial models enabling scenario planning and sensitivity analysis.
• Partner with Product, Technology, and Commercial teams to surface and advance investment opportunities aligned to strategy.
• Identify underperforming investments and recommend course corrections or optimization actions.
• Produce clear, executive-ready analyses and materials communicating investment performance and risks to leadership.
• Improve and automate investment governance and tracking processes for efficiency and transparency.

Skills

Analytical modeling

Data wrangling

Cross-functional collaboration

Education

BS in Accounting or Finance

Tools

Alteryx

UIPath

Excel

Google

Anaplan

HFM

Job description

WEX, Boston/MA hybrid, seeks a Senior Financial Analyst to join its Strategic Capital Investments team. You will shape how the company allocates capital, build robust financial models, and deliver executive-level insights for portfolio decisions.

You will partner with Product, Technology, and Commercial teams to surface investment opportunities, present board-ready materials, and drive standardized reporting and governance to improve investment outcomes.