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WEX
WEX
5,001 – 10,000 Employees
H1B Visa SponsorHealthcareLogisticsTravel
WEX is a global commerce platform that helps organizations manage essential business operations through specialized payment and administrative solutions. Its offerings include fuel cards, fleet management, and analytics for logistics and transportation teams; business payment tools designed to simplify transactions and strengthen control; and employee benefits administration for health and reimbursement accounts. With work spanning healthcare, logistics, and travel, WEX develops technology intended to make complex commercial processes more efficient, secure, and easier to manage.
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Senior Financial Analyst, Technology at WEX

Partner with WEX Technology, Product, and Commercial leaders on financial planning and analysis. Lead capital planning, forecasting, close activities, SOX controls, and process automation.

USUnited States
$104,600 – $119,600 / year
HybridFull-timeSeniorEnglish RequiredFinancial Planning and Analysis
ERPOracleTableau

Description

  • Partner with Technology, Product, and Commercial leaders as a financial lead and strategic adviser.
  • Manage budgets, forecasts, capital spending, and detailed financial analysis.
  • Connect Technology and Digital teams with Commercial Finance through cross-functional partnerships.
  • Create effective financial reports and explain findings to leadership.
  • Prepare monthly reports and projections for operating expenses and capital spending.
  • Give executives visibility into cost drivers, resource investments, and performance metrics.
  • Oversee annual capital portfolios worth millions of dollars and build cost models.
  • Apply capitalization rates to compensation data.
  • Connect Jira and project tracking tools with ERP and Anaplan systems.
  • Implement and improve capital planning tools.
  • Lead monthly and quarterly close activities, including accruals, reclassifications, variance analysis, and reconciliations.
  • Ensure compliance with accounting policies, documentation standards, materiality thresholds, and monthly SOX controls.
  • Automate workflows, standardize templates, and build dashboards with Alteryx, Tableau, and UiPath.
  • Remove low-value activities to improve operational efficiency.

Requirements

  • Bachelor’s degree in Finance, Accounting, or a related discipline.
  • 5–10 or more years of progressively responsible Finance or Accounting experience.
  • Experience supporting cross-functional technology, IT, or commercial organizations.
  • Advanced Excel skills, including complex modeling, advanced formulas, and pivot tables.
  • Experience with enterprise ERP and FP&A platforms such as Anaplan, PeopleSoft, Hyperion, SAP, or Oracle.
  • Experience or proficiency with Alteryx, UiPath, Tableau, Power BI, or comparable automation and data visualization tools.
  • Expertise in capitalization policies, SOX controls, and audit readiness.
  • Strong written and verbal communication skills.
  • Demonstrated success streamlining manual workflows, standardizing reports, and improving operational efficiency.
  • Ability to work independently in a hybrid setting and lead initiatives across matrixed teams.
  • MBA or professional certification preferred.

Benefits

  • Health, dental, and vision insurance.
  • Retirement savings plan.
  • Paid time off.
  • Health savings account.
  • Flexible spending accounts.
  • Life insurance.
  • Disability insurance.
  • Tuition reimbursement.
  • Quarterly or annual bonus eligibility for non-sales roles.

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