Principal Financial Reporting Analyst

WEX•Portland, ME

12d•$146,700 - $161,500•Hybrid

About The Position

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.

Requirements

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.

Responsibilities

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.