Senior Financial Analyst

WEX•Portland, ME

9d•Hybrid

About The Position

WEX is seeking a Senior Financial Analyst to join its Strategic Capital Investments team. The team partners with the Executive Leadership Team and senior leaders across Commercial, Technology, and Product to design the annual capital investment program and fund investments that support future growth. Reporting to the Finance Director of Strategic Capital Investments, this role will help shape WEX’s framework for internal capital allocation and measuring investment outcomes. The analyst will support project portfolio management for capital expenditures, provide financial analysis and modeling, and partner with enterprise leaders to track performance, support informed decisions, and measure progress against strategic outcomes. The role also contributes to enterprise goals and outcomes reporting, standardized reporting and processes, and executive materials for leadership review. The team may also support the quarterly Board of Directors process. The position offers a collaborative and challenging work environment, engagement with business stakeholders and senior leaders, and opportunities to develop expertise and mentor analysts and other team members. The role may be based remotely in Massachusetts, with occasional travel primarily to WEX’s Portland, Maine headquarters, or follow a hybrid schedule in Portland, Maine.

Requirements

Bachelor’s 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 with, or a strong desire to work in, a large team and cross-functionally with many business partners and stakeholders.
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.
Experience with, or a strong desire to learn, drawing actionable insights from data to deliver business goals and impact.
Ability to be proactive, self-driven, eager to learn and grow, and focused on business impact.
Clear communication skills, analytical rigor, and a service mindset.

Nice To Haves

MBA preferred.
Experience with capital investment or project tracking preferred.
Experience and enthusiasm for leveraging AI tools preferred.
Strong executive presence and experience creating Board of Directors materials are a plus.

Responsibilities

Own ongoing investment performance tracking through KPI and revenue analysis, supporting monthly Enterprise Goals and Outcomes reporting and preparing executive-level 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, to support prioritization and funding decisions.
Develop and refine 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 work with stakeholders to recommend course corrections or optimization actions.
Produce analyses and executive-ready materials communicating investment performance, drivers, risks, and opportunities to senior leadership.
Improve and automate investment governance and tracking processes to increase efficiency, transparency, and decision quality.
Work with FP&A leadership and teams to evaluate and model new and ad-hoc initiatives and align them with capital allocation priorities.
Build 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.
Collaborate 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, based on role and applicable plan