Senior Financial Analyst, FP&A
Listed on 2026-07-29
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Finance & Banking
Financial Analyst, Financial Reporting, Corporate Finance
About Team / Role
WEX is currently seeking a self-driven and motivated Financial Analyst to join the Over-The-Road and Factoring FP&A Team. This role is flexible for a remote or hybrid working schedule, based out of a commutable distance to Portland, ME, Boston, MA, New York City, NY, Washington
D.C, and Chicago, IL.
Be an integral part of WEX’s monthly, quarterly and annual forecast and budget processes with responsibility for the preparation and analysis of the income statement for the Over the Road (OTR) and Factoring businesses. 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 in order to ensure an accurate and timely close. Improve current reporting processes through automation or process changes. Utilize strong organizational skills to direct the preparation of budgets, reviews and budget proposals, and ensure the plan is consistent with expectations. Prepare budget presentations for Senior Management and the Board of Directors.
Coordinate and produce a full monthly financial forecast and analysis report including matrix reporting for presentation to Senior Management. Assist in analysis and preparation of financial information for quarterly earnings communications to the Board of Directors and investment community. Participate as a key thought leader of the global finance team, influencing decision making and identifying finance priorities. Proactively identify areas of financial risk and opportunities to the Company.
Maintain an awareness of global economic trends that affect the company such as growth rates, interest rates, exchange rates and fuel prices. 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 for mergers and acquisitions. Periodic reports and analyses as required for the management team.
Presentations and recommendations of internal issues/alternatives to the management team.
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.
Base Pay & BenefitsThe base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan.
Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan.
- health, dental and vision insurances
- retirement savings plan
- paid time off
- health savings account
- flexible spending accounts
- life insurance
- disability insurance
- tuition reimbursement
- and more
WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Pay Range: $ - $
WEX is a global commerce platform that helps businesses solve for operational complexities like employee benefits, managing and mobilizing fleets, and streamlining payments. With over 6,500 employees, we work with large and small companies in more than 200 countries and territories, and can tailor our services to meet the unique needs of their businesses. We hire people who share our passion for continuous innovation and client service that is unparalleled in the industry.
Offering comprehensive and market competitive benefits, our offerings are designed to support your personal and professional well-being. If you’re looking for a growing career - come be part of WEX today. To learn more about our employee benefits, please .
WEX is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, sexual orientation, gender identity, protected veteran status, disability or other protected status.
WEX promotes a drug-free workplace. Qualified individuals with a disability have the right to request a reasonable accommodation. If you require a reasonable accommodation as a result of your disability at any point in the job application process, please submit your request through our Reasonable Accommodation Request Form. This form is for accommodation requests only and cannot be used to inquire about the status of applications.
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