WEX Inc. Logo

WEX Inc.

Financial Analyst

Reposted 20 Days Ago
Remote
Hiring Remotely in US
82K-98K Annually
Senior level
Remote
Hiring Remotely in US
82K-98K Annually
Senior level
Partners with Technology and Digital leadership on budgeting, forecasting, reporting, and investment decisions. Manages close activities, accruals, reconciliations, SOX controls, and financial data integrity. Consolidates technology spending data, improves capital planning, and automates financial processes. Provides actionable analysis of cost drivers and resource investments while communicating insights to senior stakeholders and collaborating across Finance, Technology, and Product teams.
The summary above was generated by AI

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.

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: $82,000.00 - $97,600.00

Similar Jobs

12 Days Ago
Remote or Hybrid
67K-138K Annually
Senior level
67K-138K Annually
Senior level
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Partners with Excess Casualty and Mobility Solutions underwriting teams to deliver financial and operational reporting, planning, forecasting, variance analysis, and strategic insights. Acts as a data steward, investigates financial trends and variances, maintains reporting documentation, and recommends process, control, and technology improvements. The role requires strong analytical, communication, organizational, and financial planning skills.
Top Skills: Financial Reporting And Forecasting ToolsGeneral Ledger SystemsLoss Warehouse Systems
27 Days Ago
Remote or Hybrid
3 Locations
83K-154K Annually
Entry level
83K-154K Annually
Entry level
Fintech • Financial Services
Develop and enhance quantitative financial models supporting Treasury, asset liability management, interest-rate risk, mortgage hedging, pricing, profitability, and portfolio risk decisions. Analyze fixed income, derivatives, duration, convexity, stress scenarios, deposits, and prepayments. Automate workflows with Python and Excel/VBA, modernize analytics in Snowflake, document model governance, and communicate insights to Treasury, Risk, Credit, Product, and portfolio leaders.
Top Skills: Ai-Assisted Development ToolsExcelGitGitPythonSnowflakeVBA
5 Days Ago
Remote or Hybrid
73K-130K Annually
Senior level
73K-130K Annually
Senior level
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
Partners with finance and operational leaders on forecasting, variance analysis, financial modeling, SG&A management, provider compensation calculations, acquisition analysis, and executive reporting. Develops financial insights, presentations, reporting tools, and process improvements while identifying cost optimization opportunities and supporting strategic decisions across healthcare markets.
Top Skills: Hyperion EssbaseExcelPeoplesoft

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account