About the Role
WEX is seeking a financial leader to oversee the FP&A function for its North American Fleet, Small Business Fleet business, and Global Marketing organization. This role serves as a key strategic partner to senior executives and a transformational leader for enterprise-wide finance capabilities, overseeing a team and driving global FP&A practices.
Responsibilities
- Define and lead Budget, forecast, and strategic planning processes and full Group deliverables.
- Support and influence GMs to execute and deliver against their long-term and short-term goals.
- Own line of business (LOB) timelines, deliverables, and quality standards of P&L financial results and performance insights against all formal targets.
- Integrate with LOB senior/executive leadership to deliver and drive results.
- Actively engage and influence functional leaders and Finance counterparts.
- Lead and develop a team through coaching, succession planning, and empowerment.
- Ensure cultural alignment, development, emergency cover, succession planning, and work/life balance for the team.
- Drive cultural change for improved returns on marketing investments.
- Leverage best-in-class training, processes, and systems within the LOB and wider finance management team.
- Develop meaningful insights and metrics to drive financial performance and ensure business cases for product investment achieve stated targets.
- Develop meaningful marketing investment return metrics.
- Provide frameworks and forums to monitor and measure business investments and returns.
- Develop appropriate monitoring and assessment of external and macro-economic factors impacting business performance.
- Make recommendations for changes to GMs and management team and implement change.
- Gather, interpret, and deliver insights that shape financial strategic decision-making.
- Play an active role in identifying areas for process improvement and/or automation.
- Own the LOB/functional area close process for month end, ensuring timely and accurate close.
- Oversee deal management, deal flow, and pricing analytics.
- Manage the Os&Rs process to support GMs deliver against financial targets.
- Ensure teams are aware and aligned to all deliverables, processes, and timelines of Corporate FP&A.
- Lead and define strategic financial planning for the LOB, engaging key stakeholders.
- Contribute meaningfully to the strategic goals and vision for the FP&A Americas division.
- Communicate the FP&A Americas vision to the team to inspire and empower them.
- Partner with Human Resources on Strategic Workforce Planning.
Requirements
- 8-10 years of progressive experience in financial planning & analysis, corporate finance, or strategic finance roles.
- At least 5 years in a leadership capacity.
- Experience in global, matrixed organizations, preferably in technology, payments, or SaaS sectors, is highly desirable.
- Demonstrated success in leading and developing high-performing teams, including managers.
- Proven ability to motivate, coach, and build strong bench strength in a dynamic and fast-paced environment.
- Strong analytical and business acumen, with a proven ability to connect financial insights to business strategy and influence executive decision-making.
- Exceptional interpersonal and communication skills.
- Able to effectively present complex financial information to executive stakeholders with clarity and confidence.
- Advanced Excel skills required.
- Strong proficiency in financial systems (e.g., Hyperion, Anaplan, Oracle, Alteryx) and dashboarding tools (e.g., Tableau, Power BI) preferred.
- Demonstrated ability to lead through change, influence cross-functional teams, and drive process improvements.
- Strong ability to simplify complex problems, assess risk/reward, and make timely, data-driven decisions under pressure.
- Experience leading or contributing to enterprise-wide initiatives.
Skills
- Financial Planning & Analysis
- Corporate Finance
- Strategic Finance
- P&L Management
- Budgeting
- Forecasting
- Strategic Planning
- Financial Modeling
- Data Analysis
- Business Acumen
- Leadership
- Team Development
- Coaching
- Succession Planning
- Process Improvement
- Automation
- Change Management
- Cross-functional Collaboration
- Executive Communication
- Advanced Excel
- Financial Systems (Hyperion, Anaplan, Oracle, Alteryx)
- Dashboarding Tools (Tableau, Power BI)
Location
- North America
Work Type
- Full-time
Experience Level
- 8-10 years
- 5 years leadership
Education Level
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- MBA, CPA, or other advanced certifications strongly preferred
Salary/Compensations
- $174,800.00 - $201,400.00
Benefits
- Health, dental and vision insurances
- 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 for operational complexities like employee benefits, managing and mobilizing fleets, and streamlining payments.
- With over 6,500 employees, we work with large and small companies in more than 200 countries and territories.
- We hire people who share our passion for continuous innovation and client service that is unparalleled in the industry.
- Offering comprehensive and market competitive benefits, our offerings are designed to support your personal and professional well-being.
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.
