Sr Financial Analyst, Technology

WEX•Maine, NY

1d•$104,600 - $119,600•Hybrid

About The Position

WEX is seeking a highly analytical and self-driven Senior Financial Analyst to join its FP&A organization. The role serves as a dedicated financial lead and strategic partner to Technology, Product, and Commercial leadership, providing budgeting, forecasting, capital expenditure management, and in-depth analytics to support executive decision-making. The position delivers financial insights and promotes clarity, accountability, audit compliance, and operational efficiency across the global Technology organization. The analyst partners with leaders across Technology, Product, Commercial, and Finance; provides monthly reporting and projections for operating expenses and capital spend; manages capital planning and tracking; leads close and audit-compliance activities; and modernizes financial processes through automation and standardized reporting. The role works independently in a hybrid environment and leads initiatives across matrixed teams.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field.
5–10+ years of progressive Finance or Accounting experience.
Demonstrated success supporting cross-functional technology, IT, or commercial organizations.
Advanced Excel skills, including complex modeling, advanced formulas, and pivot tables.
Experience with enterprise ERP and FP&A platforms such as Anaplan, PeopleSoft, Hyperion, SAP, or Oracle.
Hands-on experience or proficiency with automation and data-visualization tools such as Alteryx, UIPath, Tableau, or Power BI.
Strong financial acumen and 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, including the ability to explain technical and financial concepts to cross-functional stakeholders and executive leadership.
A proven process-improvement mindset, including streamlining manual workflows, standardizing reporting, and improving operational efficiency.
Ability to work independently in a hybrid environment, lead initiatives across matrixed teams, and adapt to changing priorities.

Nice To Haves

MBA or professional certification.

Responsibilities

Act as a thought partner to Technology, Product, and Commercial leaders, building cross-functional partnerships and aligning project delivery timelines with financial constraints.
Develop best-practice reporting and explain financial findings to leadership at all levels.
Deliver monthly financial reporting and forward-looking projections for operating expenses and capital spending across cost categories, teams, and strategic initiatives.
Provide executive stakeholders with visibility into cost drivers, resource investments, and performance metrics.
Manage capital expenditure reporting and tracking for multi-million-dollar annual capital portfolios.
Develop cost models, apply capitalization rates to compensation data, and integrate project-tracking tools such as Jira with ERP and Anaplan systems.
Implement and enhance capital planning tools in alignment with enterprise FP&A upgrades.
Lead monthly and quarterly close processes, including accruals, reclassifications, variance analysis, and financial-system reconciliations.
Enforce accounting-policy compliance, maintain documentation, apply materiality thresholds, and perform relevant monthly SOX controls.
Identify and eliminate non-value-added processes; implement automated workflows, standardized templates, and reporting dashboards using tools such as Alteryx, Tableau, and UIPath.

Benefits

Health insurance
Dental insurance
Vision insurance
Retirement savings plan
Paid time off
Health savings account
Flexible spending accounts
Life insurance
Disability insurance
Tuition reimbursement
Quarterly or annual bonus eligibility for non-sales roles, based on role and applicable plan