Financial Analyst, Capital

Posted Yesterday
Hiring Remotely in US
Remote
82K-98K Annually
Senior level
Fintech • Payments
The Role
Own end-to-end capital expenditure management within FP&A, including modeling, budgeting, forecasting, variance analysis, capitalization policy, audit controls, and financial reporting. Partner with Technology, Product, Commercial, and senior leadership teams to align project data with capital budgets. Improve processes through automation, data integration, and standardized workflows while supporting broader enterprise financial planning initiatives.
Summary Generated by Built In

About Team / Role


We are seeking a highly analytical and process-driven Financial Analyst to join our FP&A team. In this role, you will be the dedicated financial lead for Capital Expenditure (CapEx) management, serving as a strategic business partner to our Technology, Product, and Commercial leadership teams. You will own the full financial lifecycle of our capital investments, ensuring that our large-scale initiatives are accurately modeled, forecasted, and compliant with audit standards, while also contributing to the broader financial planning and analysis goals of the FP&A organization.


How You'll Make an Impact

  • CapEx Lifecycle Management: Own the end-to-end capital expenditure process. This includes managing the modeling, budgeting, and forecasting for a significant multi-million dollar annual capital portfolio.
  • Strategic Financial Modeling: Develop and maintain sophisticated cost models to reflect the mix of development and operational labor. You will apply blended capitalization rates to compensation data to ensure accurate financial reporting.
  • Business Partnering & Variance Analysis: Act as a trusted advisor to senior leadership. Lead monthly and quarterly reviews of capital spend, providing deep-dive variance analysis that distinguishes between maintenance/infrastructure investments and growth-oriented strategic initiatives.
  • System Integration & Data Accuracy: Collaborate across the organization to integrate project tracking data (e.g., Jira/project management inputs) with financial systems. Ensure that project delivery timelines align with capital budget constraints.
  • Audit Compliance & Controls: Serve as the subject matter expert for capital financial policy. Maintain robust documentation, perform validation checks on capitalized labor, and enforce materiality thresholds to ensure accurate classification between capital and operating expenses.
  • Process Automation & Improvement: Champion the modernization of financial processes. Identify manual, non-value-added tasks and implement automated workflows (e.g., scripts or standardized templates) to improve data integrity, reduce manual intervention in the month-end close, and increase time spent on high-value analysis.
  • FP&A Team Contribution: Actively support the broader FP&A function, participating in enterprise-wide reporting, process upgrades, and cross-functional initiatives to drive financial clarity and operational efficiency.

Experience You'll Bring

  • Education: Bachelor’s degree in Finance, Accounting, or a related field.
  • Experience: 5+ years of experience in Finance or Accounting.
  • Technical Proficiency:
    • Advanced Excel skills (complex modeling, advanced formulas, and pivot tables).
    • Demonstrated experience with ERP systems and financial planning software.
  • Analytical Rigor: Proven ability to synthesize complex data sets and disparate project metrics into clear, actionable insights for senior leadership.
  • Communication & Influence: Excellent verbal and written communication skills with the ability to translate complex financial concepts (such as capitalization rules) for non-financial stakeholders.
  • Process Orientation: A strong desire to "fix and build." Demonstrated success in streamlining manual processes and implementing automated solutions.
  • Preferred Skills: Experience with data preparation and automation tools (e.g., Alteryx, UIPath) is a strong plus.
  • Adaptability: Ability to thrive in a fast-paced environment, manage competing priorities, and operate independently.
The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section.Pay Range: $82,000.00 - $97,600.00

Skills Required

  • Bachelor's degree in Finance, Accounting, or a related field
  • 5+ years of experience in Finance or Accounting
  • Advanced Excel skills, including complex modeling, advanced formulas, and pivot tables
  • Experience with ERP systems and financial planning software
  • Ability to analyze complex data sets and project metrics into actionable insights
  • Excellent verbal and written communication skills
  • Experience streamlining manual processes and implementing automated solutions
  • Experience with data preparation and automation tools such as Alteryx or UiPath
  • Ability to manage competing priorities and work independently in a fast-paced environment

WEX Inc. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about WEX Inc. and has not been reviewed or approved by WEX Inc..

  • Leave & Time Off Breadth — Leave offerings are portrayed as a standout, with generous PTO and additional paid time for volunteering. Time-off flexibility is also positioned as a meaningful part of the overall rewards experience.
  • Retirement Support — Retirement benefits are presented as strong, including a 401(k) match that is described as competitive. This element appears to materially strengthen the total rewards package even when cash compensation feels less compelling.
  • Strong & Reliable Incentives — Variable compensation is sometimes framed positively through bonuses and uncapped earning potential in sales-oriented roles. Stock options are also cited as an additional reward component that can improve perceived total compensation.

WEX Inc. Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Portland, ME
4,900 Employees
Year Founded: 1983

What We Do

We simplify complex payment systems for fleets, corporate payments, and healthcare—unlocking insights, opportunities, and efficiencies to give you greater control of your business. Powered by the belief that complex payment systems can be made simple, WEX (NYSE: WEX) is a leading financial technology service provider across a wide spectrum of sectors, including fleet, travel and healthcare. WEX operates in more than 10 countries and in more than 20 currencies through approximately 4,900 associates around the world. WEX fleet cards offer approximately 14 million vehicles exceptional payment security and control; our travel and corporate solutions business processes over $35 billion of purchase volume annually; and the WEX Health financial technology platform helps 343,000 employers and more than 28 million consumers better manage healthcare expenses.

Similar Jobs

Remote
USA
30000 Employees
95K-137K Annually

BizFirst LLC Logo BizFirst LLC

Financial Analyst

Agency • HR Tech • Information Technology • Professional Services
Remote
United States

Headway Logo Headway

Senior Product Manager

Consumer Web • Healthtech • Professional Services • Social Impact • Software
Remote
USA
819 Employees
223K-279K Annually
Remote or Hybrid
2 Locations
289097 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account