[Remote] Financial Analyst, Technology

Note: The job is a remote job and is open to candidates in USA. WEX is seeking a Financial Analyst to support the Technology FP&A team, partnering closely with Technology leadership to drive financial planning and operational reporting. This role contributes to forecasting accuracy and performance management while supporting informed decision-making aligned with WEX’s growth and digital transformation strategy.

Responsibilities

• 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

Skills

• 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
• Master's Degree

Benefits

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

Company Overview

Company H1B Sponsorship