Principal Financial Analyst, FP&A Reporting

Posted Yesterday
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Portland, ME, USA
In-Office
147K-162K Annually
Expert/Leader
Fintech • Payments
The Role
Lead global FP&A reporting, build and manage financial models, synthesize company-wide results into executive presentations, drive forecast and budget process improvements, implement automation tools, and mentor analysts to deliver data-driven strategic insights.
Summary Generated by Built In

About team / role

 We are seeking a highly analytical, strategic, and proactive Principal Financial Reporting Analyst to join the Corporate Finance team. This role is an integral part of the Corporate FP&A team, helping to lead the global forecast process, financial reporting consolidation, and Executive level story telling to leadership. This role is expected to quickly identify the “what”, dive into the details to understand the “why”, and formulate the “what’s next” as a strategic partner to management. 

This role requires 1-2 days in the Portland, ME office a week.

How you'll make an impact 

  • Synthesize complex global results, understand key drivers of business performance and knit together a cohesive story across disparate business units into a clear enterprise narrative for Executive presentation.

  • Build and manage financial models, demonstrating comprehension of the interconnectedness of the three main financial statements.

  • Lead continuous improvement of global forecast & budget process, timelines, and deliverables to Corporate.

  • Analyze key trends and provide data-driven insights to influence and support strategic business decisions.

  • Act as a pioneer for the finance org by identifying and implementing advanced tools (Alteryx, Claude) to automate routine consolidation, allowing the team to shift focus to predictive analytics. 

  • Own, drive, and fully execute key processes within a matrixed organization and work across broad stakeholders when needed.

  • Act as a "functional lead," driving projects through a matrixed organization and mentoring other analysts to raise the bar for analytical excellence 

  • Demonstrate a big-picture, analytical mindset while also possessing the ability to focus on granular detail and effectively communicate key insights.

Experience you'll bring

  • Bachelor's degree in Accounting, Finance or related. 

  • Minimum of 10 years in analytical and strategic roles (e.g., financial analysis, business analysis, or consulting), with a proven track record of managing complex financial data.

  • Highly self-driven and proactive leader, with a strong desire to continuously learn, grow, and expand business impact while developing teams and future leaders.

  • Strong proficiency—or eagerness to deepen expertise—in advanced analytical modeling, financial forecasting, and data transformation using tools such as Excel, Google Suite, Claude, Alteryx, or UIPath.

  • Passion for leveraging new tools, technologies, and approaches to enhance investment decision-making; thrives in fast-paced, evolving business contexts.

  • Experience deriving actionable insights from complex datasets to inform investment strategies and accelerate growth.

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: $146,700.00 - $161,500.00

Skills Required

  • Bachelor's degree in Accounting, Finance, or related
  • Minimum of 10 years in analytical and strategic roles (financial analysis, business analysis, or consulting)
  • Strong proficiency or willingness to deepen expertise in advanced analytical modeling, financial forecasting, and data transformation
  • Experience with Excel, Google Suite, and automation/ETL or AI tools (Alteryx, Claude, UIPath)
  • Ability to synthesize complex global results and present clear executive-level narratives
  • Experience driving forecast and budget process improvements and owning cross-functional processes
  • Proven ability to derive actionable insights from complex datasets to inform strategic decisions
  • Highly self-driven leadership and mentoring experience to develop teams and lead projects
  • Hybrid work requirement: able to work 1-2 days per week in Portland, ME office

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

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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.

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