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About the Role
We are seeking a self-driven Financial Analyst to join our FP&A Technology team. In this role, you will be the dedicated financial partner for the Technology & Digital organization, delivering budgeting, forecasting, and reporting to support strategic investment decisions. You will provide critical insights to leadership while driving financial clarity, accountability, and operational efficiency across the global Technology and Product teams.
Responsibilities
- Deliver transparent, high-quality financial reporting of Technology & Digital operating expenses.
- Provide deep-dive analysis on cost drivers, resource investments, and performance metrics for ELT stakeholders.
- Act as a key thought partner to Technology leaders.
- Enable informed decision-making by connecting Technology & Digital teams with Commercial Finance partners and translating financial findings for non-financial stakeholders.
- Manage monthly and quarterly standard close processes, including accruals, reclasses, and reconciliation of financial systems.
- Ensure continued compliance with accounting policies and perform relevant SOX controls.
- Consolidate inputs from time-tracking tools and financial systems to provide a unified view of Technology spend.
- Maintain data integrity across cost categories and initiatives.
- Champion the modernization of financial processes.
- Identify and eliminate non-value-added activities, implementing standardization and automation to shift focus from manual data crunching to value-add financial analysis.
- Enhance and implement capital planning tools for the Technology area to ensure alignment with broader FP&A platform upgrades.
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field.
- 5+ years of experience in Finance or Accounting, preferably supporting technology or IT organizations.
- Advanced Excel skills (complex modeling, advanced formulas, pivot tables).
- Experience with ERP systems (e.g., Anaplan, Peoplesoft).
- Proven ability to synthesize complex data sets into clear, actionable insights for senior leadership.
- Excellent verbal and written communication skills with the ability to articulate financial performance to a variety of stakeholders.
- A strong desire to "fix and build."
- Demonstrated success in streamlining manual processes and implementing automated solutions.
- Ability to operate independently in a hybrid work environment, manage competing priorities, and drive engagement across teams.
Skills
- Advanced Excel skills (complex modeling, advanced formulas, pivot tables)
- ERP systems (e.g., Anaplan, Peoplesoft)
- Automation tools (e.g., Alteryx, UIPath)
- Communication
- Influence
- Analytical Rigor
- Process Orientation
- Adaptability
Location
- hybrid
Work Type
- hybrid
Experience Level
- 5+ years
Education Level
- Bachelor’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's comprehensive and market competitive benefits are designed to support your personal and professional well-being.