Financial Analyst, Technology
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AI Summary
About Team / Role
WEX is seeking a Financial Analyst to support the Technology FP&A team. This role partners closely with Technology leadership to drive financial planning, performance management, and operational reporting across a complex and innovation-driven portfolio.
The 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.
How You'll Make an Impact
Strategic Planning and Financial Execution
Lead the annual operating plan, quarterly forecasts, and long-range planning processes for Technology.
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).
Manage the monthly and quarterly standard close processes, including preparing accruals and reclasses.
Performance Management & Investment Oversight
Collaborate with departments and hiring managers on headcount forecasts related to FTEs and Contractors.
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 Technology 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
Required Qualifications
Bachelor’s degree in Accounting, Finance, or related discipline required
5–8+ years of progressive experience in financial planning, analysis, or business finance.
Strong financial modeling skills and proficiency in Excel (V-look-ups, formulas, pivots); experience with planning tools (e.g., Anaplan, HFM), Access, and Peoplesoft 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.
Ability to be innovative and challenge the status quo to drive process improvement.
Preferred Qualifications
Master’s Degree
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