via Workday
$105K - 120K a year
Develop and maintain complex financial models, analyze data from various systems, and support strategic decision-making through reporting and visualization.
7+ years in a data-intensive financial environment, proficiency in Excel, Tableau/PowerBI, Snowflake, ERP systems, and automation tools, with a strong accounting foundation.
About team / role We are seeking a proactive, tech-savvy Senior Financial Analyst, who can build cross-functional relationships, navigate complex data environments, identify emerging trends before they become issues, and build the visualizations that guide our executive team. This role will primarily support our North America Mobility line of business here at WEX. This role will ideally be based out of our Portland, Maine office location, flexible for a hybrid schedule. How you'll make an impact Financial Analysis & Forecasting Own the development and maintenance of complex financial models to support monthly forecasting, annual budgeting, special projects and initiatives, deal models. Proactively source, scrub, and aggregate data from disparate systems (ERPs, Datamarts, and CRM) to build a holistic picture of a trend or conduct “deep-dive” / root cause analysis of shifts in revenue drivers, customer behavior, cost structures. Reporting Partner with Accounting during the month-end close process to ensure accurate and complete entries Prepare reporting packages for financial and non-financial stakeholders, including Senior Management and the Board of Directors with key insights and messaging developed and documented Support urgent requests, providing quick-turnaround modeling for contract negotiations, investment decisions, quarterly earning communications Cross-functional collaboration Act as a Finance Business Partner for strategic clients’ teams, supporting business managers with revenue, expenses, headcounts reporting & analysis, repricing, business opportunities, new deals Actively engage with business leaders to understand their strategic priorities and identify relevant data and insights Coordinate with department leads to collect inputs for the forecast and ensure the accuracy of financial projections Documentation and Automation Ensure the proper documentation of current processes and maintain a knowledge database Identifies opportunities for process improvement and drives implementation of initiatives that have a meaningful impact to finance, the LOB, and the Company Experience you'll bring Bachelor’s degree required. Finance, Accounting, Mathematics, or other quantitative fields are preferred 7+ years of experience in a high-paced or data-intensive financial environment Mastery of Excel is a baseline, be ready to use Google Sheets extensively Hands-on experience building interactive dashboards and visualizations (Tableau, PowerBI) Experience with Snowflake or complex relational databases Experience with ERP systems and forecasting platforms (i.e Anaplan) Strong Accounting foundation and hands-on experience with Accounting processes Comfortable with ambiguity, able to maintain high accuracy in an evolving environment. Proven ability to manage multiple priorities Experience with automation tools (i.e. Alteryx) Ability to quickly master new software, complex business models, and industry nuances with minimal hand-holding Collaborative bridge-builder with great interpersonal skills The 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. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include 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. For more information, check out the "About Us" section. Pay Range: $104,600.00 - $119,600.00 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 click here. 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.
This job posting was last updated on 2/12/2026