About Team / 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.
How You'll Make an Impact
Financial Reporting & Analysis: 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.
Strategic Business Partnering: 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.
Close & Compliance: 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.
System Integration & Data Accuracy: 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.
Process Automation & Improvement: 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.
Capital Planning Support: Enhance and implement capital planning tools for the Technology area to ensure alignment with broader FP&A platform upgrades.
Experience You'll Bring
Education: Bachelor’s degree in Finance, Accounting, or a related field.
Experience: 5+ years of experience in Finance or Accounting, preferably supporting technology or IT organizations.
Technical Proficiency: Advanced Excel skills (complex modeling, advanced formulas, pivot tables) and experience with ERP systems (e.g., Anaplan, Peoplesoft).
Analytical Rigor: Proven ability to synthesize complex data sets into clear, actionable insights for senior leadership.
Communication & Influence: Excellent verbal and written communication skills with the ability to articulate financial performance to a variety of stakeholders.
Process Orientation: A strong desire to "fix and build." Demonstrated success in streamlining manual processes and implementing automated solutions.
Preferred Skills: Experience with automation tools such as Alteryx and UIPath is a strong plus.
Adaptability: Ability to operate independently in a hybrid work environment, manage competing priorities, and drive engagement across teams.
Skills Required
- 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, including complex modeling, advanced formulas, and pivot tables
- Experience with ERP systems such as Anaplan or PeopleSoft
- Ability to synthesize complex data sets into clear, actionable insights for senior leadership
- Excellent verbal and written communication skills
- Demonstrated success streamlining manual processes and implementing automated solutions
- Ability to operate independently in a hybrid work environment, manage competing priorities, and drive cross-functional engagement
- Experience with automation tools such as Alteryx and UiPath
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..
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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.
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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.
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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.
