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.
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
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.









