Director, FP&A, OTR

WEX

. Define and lead Budget, forecast, and strategic planning processes and full Group deliverables, supporting and influencing GMs to execute and deliver against their long term and short-term goals.

Posted 5/7/2026full-timeRemote • 🇺🇸 United StatesLead💰 $174,800 - $201,400 per yearWebsite

Tech Stack

Tools & technologies

OracleRuby on RailsTableau

About the role

Key responsibilities & impact

Define and lead Budget, forecast, and strategic planning processes and full Group deliverables, supporting and influencing GMs to execute and deliver against their long term and short-term goals.
Own line of business (LOB) timelines, deliverables and quality standards of P&L financial results and performance insights against all formal targets including Budget, STIP, and Business Cases.
Integrate quickly with Line of Business (LOB) senior/executive leadership to deliver and drive results.
Actively engage and influence functional leaders as well as your Finance counterparts.
Lead and develop a team of individuals through applying established coaching practices, succession planning and empowerment of the team.
Ensure cultural alignment, development, emergency cover, succession planning, and work/life balance.
Be the focal point to drive cultural change for more informed and improved returns on marketing investments across the organization.
Oversee financial planning and analysis functions, develop meaningful insights and metrics to drive financial performance.
Develop appropriate monitoring and assessment of external and macro-economic factors that impact business performance.
Play an active role in identifying areas for process improvement and/or automation and leading the culture to simplify, improve, and automate manual processes.
Oversee deal management, deal flow and pricing analytics ensuring adequate guard rails in place for P&L management and deal preservation.
Ensure your teams are aware and aligned to all deliverables, processes and timelines of Corporate FP&A.

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
MBA, CPA, or other advanced certifications strongly preferred.
8-10 years of progressive experience in financial planning & analysis, corporate finance, or strategic finance roles, with at least 5 years in a leadership capacity.
Experience in global, matrixed organizations, preferably in technology, payments, or SaaS sectors, is highly desirable.
Demonstrated success in leading and developing high-performing teams, including managers.
Proven ability to motivate, coach, and build strong bench strength in a dynamic and fast-paced environment.
Strong analytical and business acumen, with a proven ability to connect financial insights to business strategy and influence executive decision-making.
Exceptional interpersonal and communication skills.
Advanced Excel skills required.
Strong proficiency in financial systems (e.g., Hyperion, Anaplan, Oracle, Alteryx) and dashboarding tools (e.g., Tableau, Power BI) preferred.
Strong ability to simplify complex problems, assess risk/reward, and make timely, data-driven decisions under pressure.
Experience leading or contributing to enterprise-wide initiatives, such as system implementations, process redesigns, or investment evaluation frameworks.

Benefits

Comp & perks

Health, dental and vision insurances
Retirement savings plan
Paid time off
Health savings account
Flexible spending accounts
Life insurance
Disability insurance
Tuition reimbursement
Comprehensive benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningfinancial analysisbudgetingforecastingP&L managementdata-driven decision makingprocess improvementrisk assessmentcoaching practicesstrategic planning

Soft Skills

leadershipteam developmentinterpersonal skillscommunication skillsinfluencinganalytical skillsbusiness acumenmotivationproblem-solvingcultural alignment

Certifications

Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in EconomicsMBACPA