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About the Role

As a Finance Manager, you will serve as a business partner to the Digital and Technology leadership, ensuring adherence to the annual budgeting and quarterly forecasting processes. Your primary responsibility will be coaching and leading an analyst team, guiding them through various processes including budgeting, forecasting, and month end actuals reporting. You will provide senior management with financial insights and recommendations that drive strategic decisions, financial performance, and operational efficiency within the digital and technology landscape.

Responsibilities

Lead preparation and analysis of annual budgets, quarterly forecasts, and budget proposals for digital products, technology projects, and infrastructure investments, ensuring alignment with company objectives.
Review and analyze cost drivers related to software development, cloud computing, data centers, and other technology expenses for accurate forecasting and effective budget management.
Develop and track key performance indicators (KPIs) relevant to technology and digital capacity, aligning on desired resource ratios across teams.
Partner with Digital and Technology leadership to provide financial reporting, forecasts, and ad-hoc analysis focused on digital product performance, technology investments, and related initiatives.
Ensure timely and accurate delivery of financial reports, offering key insights and context to drive business decisions related to digital strategy and technology roadmap.
Collaborate with Corporate Accounting and other departments to analyze monthly financial results and support the financial close process, focusing on impact to digital and tech P&Ls.
Support Corporate FP&A in overall WEX consolidation and address risks and opportunities associated with Digital and Technology financials.
Partner with leadership across finance, engineering, product, and IT teams to identify financial risks and opportunities, providing actionable recommendations to mitigate risks and optimize investments.
Prepare budget presentations for Senior Management and Leadership teams, offering clear insights and strategic messaging related to digital and technology performance and strategy.
Support quarterly earnings communication, preparing financial data and insights for Corporate FP&A, focusing on the impact of digital and technology on overall financial results.
Identify opportunities for process improvements in financial reporting, budgeting, and forecasting related to digital and technology, including automation.
Drive the implementation of initiatives that enhance finance operations and overall business performance within the digital and technology space.
Lead and contribute to financial projects, including investment appraisals for technology projects (e.g., software implementation, infrastructure upgrades) and other financial analyses.
Assist and oversee creation of periodic financial reports and analyses for the management team, specifically related to digital and technology performance.
Prepare and present recommendations to address internal financial issues or alternatives for improved performance in digital and technology areas.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
5+ years of progressive experience in Financial Planning & Analysis (FP&A), strategic finance, or a related role.
Demonstrated experience in managing budgets, forecasting, and long-term financial planning, preferably within a technology-driven environment or supporting digital transformation initiatives.
Strong understanding of financial modeling, valuation, and profitability analysis.
Experience with financial reporting and variance analysis, with the ability to translate complex financial data into actionable insights for non-financial stakeholders.
Proven experience in developing and presenting financial insights and recommendations to senior leadership.
Experience in collaborating with cross-functional teams, including IT, product development, and operations.

Skills

Financial Planning & Analysis (FP&A)
Budgeting
Forecasting
Financial Reporting
Financial Analysis
Strategic Decision Making
Cost Analysis
KPI Tracking
Ad-hoc Analysis
Financial Close Process
Risk Management
Opportunity Identification
Investment Appraisal
Financial Modeling
Valuation
Profitability Analysis
Variance Analysis
Data Interpretation
Presentation Skills
Team Leadership
Cross-functional Collaboration

Experience Level

5+ years of progressive experience

Education Level

Bachelor’s degree in Accounting, Finance, or a related field
MBA preferred

Salary/Compensations

$125,600.00 - $142,600.00

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

About the Company

WEX is a global commerce platform that helps businesses solve operational complexities like employee benefits, fleet management, and payment streamlining.
Operates with over 6,500 employees in more than 200 countries and territories, tailoring services to meet unique business needs.
Committed to continuous innovation and unparalleled client service.
Offers comprehensive and market competitive benefits designed to support personal and professional well-being.
Provides opportunities for a growing career.

Equal Opportunity

WEX is an equal opportunity employer committed to diversity and inclusion in the workplace.
All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, sexual orientation, gender identity, protected veteran status, disability or other protected status.
WEX promotes a drug-free workplace.
Qualified individuals with a disability have the right to request a reasonable accommodation.
Requests for reasonable accommodation due to disability during the job application process should be submitted via the Reasonable Accommodation Request Form.