Financial Analyst, Technology

WEX

Financial Analyst supporting Technology FP&A team at WEX for financial planning and performance management. Collaborating on strategic initiatives and reporting in a fast-paced finance environment.

Posted 6/12/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $82,000 - $97,600 per yearWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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
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
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
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.

Requirements

What you’ll need

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.

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingvariance analysisaccrualscost-efficiency analysisKPI developmentdata analysisreporting processesforecastingautomationfinancial governance

Soft Skills

communicationproactivedetail-orientedself-drivencollaborationinnovationproblem-solvingstakeholder managementinsight translationprocess improvement

Certifications

Bachelor’s degree in AccountingBachelor’s degree in FinanceBachelor’s degree in related discipline