Onsite Senior Financial Analyst

Posted 1 hour ago

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About the role

  • Senior Financial Analyst supporting Operations FP&A team at WEX. Contributing to financial planning, performance management, and operational reporting.

Responsibilities

  • 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)
  • Develop and maintain dashboards and KPIs to monitor financial and operational performance
  • Analyze actuals versus plan, identify drivers of variance, and recommend actionable solutions
  • Support alignment between financial performance and operational execution
  • 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
  • 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.

Requirements

  • 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.

Benefits

  • health, dental and vision insurances
  • retirement savings plan
  • paid time off
  • health savings account
  • flexible spending accounts
  • life insurance
  • disability insurance
  • tuition reimbursement

Job title

Senior Financial Analyst

Job type

Experience level

Senior

Salary

$104,600 - $119,600 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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