Senior Financial Analyst, Technology

Role Overview

WEX is seeking a highly analytical and self-driven Senior Financial Analyst to join our FP&A organization. The role will act as a dedicated financial lead and strategic partner to Technology, Product, and Commercial leadership teams, delivering comprehensive budgeting, forecasting, capital expenditure management, and deep-dive analytics to support executive decision-making.

What You Will Do

Deliver transparent, high-quality monthly financial reporting and forward-looking projections for operating expenses and capital spend across cost categories, teams, and strategic initiatives. Drive financial visibility for Executive Leadership Team (ELT) stakeholders, highlighting cost drivers, resource investments, and performance metrics.

Why It Might Be a Fit

The ideal candidate will have 5–10+ years of progressive Finance or Accounting experience, with demonstrated success supporting cross-functional technology, IT, or commercial organizations. They will have advanced Excel skills and experience with enterprise ERP and FP&A platforms, as well as hands-on experience or proficiency with automation and data visualization tools.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field
• MBA or professional certification preferred
• 5–10+ years of progressive Finance or Accounting experience
• Advanced Excel skills
• Experience with enterprise ERP and FP&A platforms (Anaplan, PeopleSoft, Hyperion, SAP, Oracle)
• Hands-on experience or proficiency with automation and data visualization tools (Alteryx, UIPath, Tableau, Power BI)
• Strong financial acumen with proven ability to synthesize complex data sets into actionable executive insights
• Expertise in applying capitalization policies, maintaining SOX controls, and ensuring audit readiness
• Excellent written and verbal communication skills
• Ability to work independently in a hybrid environment
• Proven ‘fix and build’ mindset with a track record of streamlining manual workflows, standardizing reporting, and driving operational efficiency

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Retirement savings plan
• Paid time off
• Health savings account
• Flexible spending accounts
• Life insurance
• Disability insurance
• Tuition reimbursement

Tagged as: Data Visualization, Excel, Forecasting, Power BI, Tableau