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About the Role

This role partners closely with Technology leadership to drive financial planning, performance management, and operational reporting across a complex and innovation-driven portfolio. The Financial Analyst will contribute to forecasting accuracy, performance transparency, and disciplined cost management. This role connects detailed financial analysis to broader business objectives and supports informed decision-making aligned with WEX’s growth and digital transformation strategy.

Responsibilities

Lead the annual operating plan, quarterly forecasts, and long-range planning processes for Technology.
Provide visibility into key cost drivers including headcount, vendor spend, cloud costs, software, and infrastructure.
Manage monthly reporting, variance analysis, and stakeholder support across assigned areas.
Contribute to enhancements in forecasting tools, reporting processes, and planning systems (e.g., Anaplan).
Manage the monthly and quarterly standard close processes, including preparing accruals and reclasses.
Collaborate with departments and hiring managers on headcount forecasts related to FTEs and Contractors.
Develop and maintain dashboards and KPIs to monitor financial and operational performance.
Analyze actuals versus plan, identify drivers of variance, and recommend actionable solutions.
Track and evaluate cost-efficiency initiatives and operational improvement programs to measure realized savings and ROI.
Support alignment between financial performance and operational execution.
Serve as a trusted finance partner to Technology leaders.
Translate financial analysis into clear, concise insights for Director-level and senior leadership discussions.
Support strategic initiatives including digital transformation, modernization, automation, and AI-related investments.
Maintain adherence to internal controls, data accuracy standards, and financial governance requirements.
Drive process improvements in reporting, modeling, and analytics through automation and effective use of financial systems.

Requirements

Bachelor’s degree in Accounting, Finance, or related discipline required
5–8+ years of progressive experience in financial planning, analysis, or business finance.
Experience working cross-functionally with business stakeholders.
Ability to translate complex data into clear, actionable insights.
Highly proactive, detail-oriented, and self-driven, with strong communication skills.
Ability to be innovative and challenge the status quo to drive process improvement.

Skills

Strong financial modeling skills
Proficiency in Excel (V-look-ups, formulas, pivots)
Experience with planning tools (e.g., Anaplan, HFM)
Experience with Access
Experience with Peoplesoft

Location

Remote

Work Type

Full-time

Experience Level

5-8+ years

Education Level

Bachelor's degree
Master's Degree

Salary/Compensations

$82,000.00 - $97,600.00

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, and can tailor our services to meet the unique needs of their businesses.
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.
If you’re looking for a growing career - come be part of WEX today.

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.
If you require a reasonable accommodation as a result of your disability at any point in the job application process, please submit your request through our Reasonable Accommodation Request Form.
This form is for accommodation requests only and cannot be used to inquire about the status of applications.