Sr Financial Analyst

About team / role

As a Senior Financial Analyst on the WEX FP&A team, you will report directly to the Sr. Manager FP&A and serve as a key strategic partner to the SVP of Growth Mobility & EV, delivering deep financial insights and proactive guidance that directly influence the direction of two of the most dynamic areas of our business.

How you'll make an impact

• Serve as a trusted advisor to senior leadership by delivering thoughtful, data-driven insights and identifying key business trends and risks.
• Independently manage financial planning, forecasting, and reporting for the Growth Mobility and EV functions, with the ability to adapt and pivot priorities in a fast-paced environment.
• Work independently, with key stakeholders as necessary and navigate through a suite of finance applications to deliver quality and timely analysis and insights in a simple but effective way.
• Lead the analysis and interpretation of P&L performance, budget-to-actual variances, and forecast modeling, providing compelling narratives that support decision-making.
• Influence and support strategic business decisions by presenting complex financial analysis in a clear and concise manner to cross-functional stakeholders.
• Own key performance indicators and monthly reporting, ensuring stakeholders have the information they need to drive performance.
• Identify and champion opportunities to streamline reporting, automate manual processes, and enhance insights in collaboration with data teams and tech partners.
• Apply advanced financial techniques, creative thinking, and business acumen to solve complex problems where no standard solution exists.

Experience you’ll bring

• Education: Bachelors in Accounting, Finance, or related field. MBA preferred. 
• Experience: 10+ years of progressive financial analysis experience, preferably in high-growth or technology-focused environments
• Proven ability to develop and manage complex models and forecast scenarios with precision and agility
• Advanced Financial Analysis skills including SaaS metrics and performance indicators
• Demonstrated experience working across functional areas and levels of leadership, with a track record of influencing decisions through data.
• Ability to quickly navigate and learn internal finance systems. Expertise with financial and automation tools such as Alteryx, UI Path, Tableau highly preferred
• Proactive and able to work independently yet can also work in a team environment
• Highly organized, deadline and results-driven, and comfortable operating with autonomy in a dynamic environment
• Excellent communication skills with the ability to tailor messaging to various audiences and influence stakeholders across the organization