Senior Financial Analyst

Posted 3 Days Ago
2 Locations
In-Office
105K-120K Annually
Senior level
Fintech • Payments
The Role
Lead FP&A planning and forecasting for HR, Finance, and Legal; build models and dashboards, analyze variances, track cost-efficiency, support executives, and drive process improvements using planning tools.
Summary Generated by Built In

About team / role

WEX is seeking a Senior Financial Analyst to support the Corporate FP&A team. This role partners closely with HR, Finance and Legal organizations to drive financial planning, performance management, and operational reporting across a complex and innovation-driven portfolio.

The Senior Financial Analyst will contribute to forecasting accuracy, performance transparency, and disciplined cost management. Through strong analytical capabilities and business partnership, this role connects detailed financial analysis to broader business objectives and supports informed decision-making aligned with WEX’s growth and digital transformation strategy.

This position is flexible to be based in Portland ME or Boston MA for a hybrid schedule from the Portland ME office location.

How you'll make an impact

Strategic Planning and Financial Execution:

  • Lead the annual operating plan, quarterly forecasts, and long-range planning processes for HR, Finance and Legal organizations.
  • Provide visibility into key cost drivers including headcount, vendor spend, cloud costs, software, and infrastructure.
  • Manage monthly reporting, variance analysis, and stakeholder support across assigned areas.
  • Contribute to enhancements in forecasting tools, reporting processes, and planning systems (e.g., Anaplan).

Performance Management & Investment Oversight:

  • Develop and maintain dashboards and KPIs to monitor financial and operational performance.
  • Analyze actuals versus plan, identify drivers of variance, and recommend actionable solutions.
  • Track and evaluate cost-efficiency initiatives and operational improvement programs to measure realized savings and ROI.
  • Support alignment between financial performance and operational execution.

Strategic Partnership & Executive Advisory:

  • Serve as a trusted finance partner to G&A leaders.
  • Translate financial analysis into clear, concise insights for Director-level and senior leadership discussions.
  • Support strategic initiatives including digital transformation, modernization, automation, and AI-related investments.

Champion Continuous Improvement:

  • Maintain adherence to internal controls, data accuracy standards, and financial governance requirements.
  • Drive process improvements in reporting, modeling, and analytics through automation and effective use of financial systems.

Experience you'll bring

  • Bachelor’s degree in Accounting, Finance, or related discipline required. Master's degree preferred.
  • 5–8+ years of progressive experience in financial planning, analysis, or business finance.
  • Strong financial modeling skills and proficiency in Excel; experience with planning tools (e.g., Anaplan, HFM) preferred.
  • Experience working cross-functionally with business stakeholders.
  • Ability to translate complex data into clear, actionable insights.
  • Highly proactive, detail-oriented, and self-driven, with strong communication skills.
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: $104,600.00 - $119,600.00

Skills Required

  • Bachelor's degree in Accounting, Finance, or related discipline
  • Master's degree
  • 5-8+ years progressive experience in financial planning, analysis, or business finance
  • Strong financial modeling skills and proficiency in Excel
  • Experience with planning tools (e.g., Anaplan, HFM)
  • Experience working cross-functionally with business stakeholders
  • Ability to translate complex data into clear, actionable insights
  • Highly proactive, detail-oriented, self-driven with strong communication skills

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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