Senior Financial Analyst, FP&A

WEX

Financial Analyst managing budgeting and forecasting for Over-The-Road and Factoring businesses at WEX. Collaborating with finance teams and preparing financial reports and analyses.

Posted 7/24/2026full-timePortland • Illinois, Maine, Massachusetts, New York, Washington • 🇺🇸 United StatesSenior💰 $104,600 - $119,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, budgeting, and forecasting, with a strong focus on process improvement and automation. Proficient in utilizing advanced Microsoft Excel skills to support financial reporting and analysis.

Highest-signal resume keywords

Financial Analysis ExperienceBudget PreparationAdvanced Microsoft Excel SkillsCollaboration with Finance TeamsM&A Due Diligence Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudgetingForecastingFinancial ReportingProcess ImprovementData AnalysisRisk IdentificationDeal ModelingAutomationFinancial Communication

Soft Skills

Organizational SkillsCollaborationCommunicationThought LeadershipProactive Problem Solving

Tools & Technologies

Microsoft ExcelMicrosoft AccessGSuite

Certifications & Qualifications

Bachelor's Degree in AccountingBachelor's Degree in FinanceMBACPA

Industry Keywords

Financial ForecastingBudget ProcessesCorporate AccountingEarnings CommunicationsGlobal Economic Trends

About the role

Key responsibilities & impact

Be an integral part of WEX’s monthly, quarterly and annual forecast and budget processes
Collaborate with peers within the finance organization, the general manager of OTR & Factoring, as well as the Director, Finance
Ensure that all financial reports are issued timely and accurately
Respond to requests for financial information from internal customers
Partner with Corporate Accounting to analyze monthly results
Improve current reporting processes through automation or process changes
Utilize strong organizational skills to direct the preparation of budgets, reviews and budget proposals
Prepare budget presentations for Senior Management and the Board of Directors
Coordinate and produce a full monthly financial forecast and analysis report
Assist in analysis and preparation of financial information for quarterly earnings communications
Participate as a key thought leader of the global finance team
Proactively identify areas of financial risk and opportunities to the Company
Maintain an awareness of global economic trends that affect the company
Support M&A activity with regards to due diligence and integration of new acquisitions
Partner with accounting, treasury, tax as appropriate
Support sales team deal modeling
Contribute to project teams from a financial standpoint

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance or related
5-8+ years financial analysis experience
Advanced skills within the Microsoft products including proficient in Excel (Pivot tables, V-Look-ups, Formulas and Access skills)
Experience with GSuite is preferred
MBA and/or CPA is preferred

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