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WE

WEX

via Workday

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Senior Financial Analyst

Washington, District of Columbia, Chicago, Illinois, Portland, Maine, New York, New York, Seattle, Washington, California
Full-time
Posted 2/25/2026
Direct Apply
Key Skills:
Financial Planning
Performance Management
Operational Reporting
Forecasting Accuracy
Cost Management
Financial Modeling
Excel
Anaplan
HFM
Dashboard Development
KPI Monitoring
Variance Analysis
Stakeholder Support
Strategic Partnership
Data Analysis
Process Improvement

Compensation

Salary Range

$105K - 120K a year

Responsibilities

Lead strategic planning processes and provide visibility into key cost drivers while developing performance dashboards and supporting Operations leaders.

Requirements

Bachelor's degree in Accounting, Finance or related field with 5-8+ years in financial planning or business finance and strong Excel and planning tool skills.

Full Description

About team / role WEX is seeking a Senior Financial Analyst to support the Operations FP&A team. This role partners closely with Technology and Product leadership to drive financial planning, performance management, and operational reporting across a complex and innovation-driven portfolio. The Senior Financial Analyst will contribute to forecasting accuracy, performance transparency, and disciplined cost management. Through strong analytical capabilities and business partnership, this role connects detailed financial analysis to broader business objectives and supports informed decision-making aligned with WEX’s growth and digital transformation strategy. How you'll make an impact Strategic Planning and Financial Execution: Lead the annual operating plan, quarterly forecasts, and long-range planning processes for Technology and Operations. 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). Performance Management & Investment Oversight: 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. Strategic Partnership & Executive Advisory: Serve as a trusted finance partner to Operations 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. Champion Continuous Improvement: 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. Experience you'll bring Bachelor’s degree in Accounting, Finance, or related discipline required. Master's degree preferred. 5–8+ years of progressive experience in financial planning, analysis, or business finance. Strong financial modeling skills and proficiency in Excel; experience with planning tools (e.g., Anaplan, HFM) 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. 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 2/27/2026

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