Senior Financial Analyst
About The Position
WEX is seeking a Senior Financial Analyst to join its Strategic Capital Investments team. Reporting to the Finance Director of the team, this role helps shape WEX’s approach to internal capital allocation and investment outcome measurement. The team partners with the Executive Leadership Team and leaders across Commercial, Technology, and Product to design the annual capital investment program and support strategic enterprise goals. The Senior Financial Analyst supports capital expenditure portfolio management, produces financial analysis and modeling, and provides insights for performance tracking, decision-making, and progress against strategic outcomes. The role also contributes to executive-level and potentially Board of Directors materials, and works cross-functionally to develop standardized reporting and processes. The position offers opportunities to engage with business stakeholders and senior leaders, develop skills with payments-industry experts, and mentor analysts and other team members. The role may be performed on a hybrid schedule in Portland, Maine, or remotely from Massachusetts with travel to WEX’s Portland headquarters. Remote employees should expect occasional travel to WEX offices, primarily in Portland, Maine.
Requirements
- College degree; a BS degree in Accounting or Finance is specified.
- 4–5 years of progressive experience in finance, investment analysis, or strategy consulting roles.
- Experience working in a large team and cross-functionally with business partners and stakeholders, or a strong desire to do so.
- Experience with advanced analytical modeling and data wrangling using Google, Excel, Alteryx, UIPath, or similar tools.
- Experience with financial planning and reporting tools such as Anaplan, HFM, or similar.
- Ability to draw actionable insights from data to deliver on business goals and impact, or a strong desire to learn.
- Ability to work proactively and independently, with eagerness to learn, grow, and have business impact.
- Strong service mindset, analytical rigor, and clear communication skills.
Nice To Haves
- MBA.
- Experience with capital investment or project tracking.
- Experience and enthusiasm for leveraging AI tools.
- Strong executive presence and experience creating Board of Directors materials.
Responsibilities
- Track investment performance through KPI and revenue analysis, supporting monthly Enterprise Goals and Outcomes reporting and executive materials for ELT review.
- Design and enhance an enterprise-wide capital portfolio management approach that balances risk, return, and strategic alignment.
- Perform financial evaluations, including ROI, NPV, and IRR analyses, to support prioritization and funding decisions.
- Develop and refine dynamic business case models for scenario planning, sensitivity analysis, and tradeoff discussions.
- Partner with Product, Technology, and Commercial teams to identify, evaluate, and advance investment opportunities aligned with enterprise strategy and financial objectives.
- Identify investments that are not meeting expectations and recommend course corrections or optimization actions with stakeholders.
- Prepare clear, executive-ready analyses and materials communicating investment performance, drivers, risks, and opportunities.
- Improve and automate investment governance and tracking processes to increase efficiency, transparency, and decision quality.
- Collaborate with FP&A leadership and teams to evaluate, model, and align new and ad-hoc initiatives with capital allocation priorities.
- Build trusted relationships across the organization by understanding stakeholder needs and translating them into financial insights.
- Coordinate with Finance, Accounting, and related teams to support controls, compliance, and effective investment outcomes.
- Work cross-functionally to develop and implement standardized reporting and processes that provide financial insights.
- Mentor analysts and other team members.
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, depending on role and applicable plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
