Sr Financial Analyst, Technology
About The Position
WEX is seeking a highly analytical and self-driven Senior Financial Analyst (FA4) to join its FP&A organization. The role serves as a dedicated financial lead and strategic partner to Technology, Product, and Commercial leadership teams, delivering budgeting, forecasting, capital expenditure management, and in-depth analytics to support executive decision-making. The analyst provides leadership with critical insights while promoting financial clarity, accountability, audit compliance, and operational efficiency across the global Technology organization. The role partners with Technology, Product, and Commercial leaders; produces monthly financial reporting and forecasts for operating expenses and capital spending; supports capital planning and tracking across multi-million-dollar annual portfolios; leads month- and quarter-end close activities; and modernizes financial processes through automation and improved reporting. The position 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 the ability to synthesize complex data sets into actionable executive insights.
- Expertise applying capitalization policies, maintaining SOX controls, and ensuring audit readiness.
- Excellent written and verbal communication skills, including the ability to translate complex technical and financial concepts for cross-functional stakeholders and executive leadership.
- A proven process-improvement mindset and track record of streamlining manual workflows, standardizing reporting, and driving operational efficiency.
- Ability to work independently in a hybrid environment, lead initiatives across matrixed teams, and adapt quickly to shifting priorities.
Nice To Haves
- MBA or professional certification.
Responsibilities
- Act as a strategic thought partner to Technology, Product, and Commercial leaders and build cross-functional partnerships.
- Connect Technology and Digital teams with Commercial Finance partners to support informed decisions and align 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.
- Use capital reporting and tracking tools to manage 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 to track capital delivery.
- 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 financial processes and implement automated workflows, standardized templates, and reporting dashboards.
- Use automation and visualization tools such as Alteryx, Tableau, and UIPath to reduce manual data processing and enable more strategic analysis.
- Streamline workflows, standardize reporting, and drive operational efficiency across matrixed teams.
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
