WEX Inc. Logo

WEX Inc.

Financial Analyst

Posted 3 Days Ago
In-Office
4 Locations
82K-98K Annually
Mid level
In-Office
4 Locations
82K-98K Annually
Mid level
The Financial Analyst prepares financial reports, reconciles accounts, drives budgeting processes, analyzes expenses, and collaborates with departments to ensure accuracy in financial data.
The summary above was generated by AI

About team / role

We are seeking a proactive, tech-savvy Financial Analyst. We need a fast

learner who can build cross-functional relationships, has exceptional attention to details, can identify and explain gaps and variances in complex information. This role will be primarily supporting our North America Mobility line of business here at WEX.

This role will ideally be based out of Portland, Maine office, flexible for a hybrid schedule.

How you'll make an impact
  • Prepare and reconcile GL accrual & expense entries;  partner with Accounting during the month-end close process to ensure accuracy and integrity of accounting entries

  • Reconcile the invoices against P&L entries

  • Develop and maintain financial models to support monthly forecasting, annual budgeting, special requests

  •  Drive expense forecasting and budgeting processes, including the development of supporting presentations and scenario-based reconciliations

  • Conduct comprehensive deep-dive analyses of Operating Expenses (OPEX) variances

  • Prepare reporting packages for financial and non-financial stakeholders

  • Support business managers with expenses and  headcounts reporting & analysis

  • Liaise with department leads to gather inputs for forecasts and actuals, ensuring data precision

  • Oversee the formal documentation of current procedures and maintain a centralized knowledge database.

  • Identify and implement process improvement initiatives that deliver meaningful impact to the Finance department and the Line of Business

Experience you'll bring

  • Bachelor’s degree required. Finance, Accounting, Mathematics, or other quantitative fields are preferred.

  • 4+ years of experience in a high-paced or data-intensive financial environment

  • Hands-on experience with expense forecasting and reporting, or experience supporting a specific corporate function

  • Mastery of Excel is a baseline, be ready to use Google Sheets extensively

  • Experience with ERP systems

  • Experience with forecasting platforms (i.e. Anaplan)

  • Experience with vendor management systems (i.e. Coupa)

  • A robust foundation in accounting and direct experience with accounting workflows

  • Comfortable navigating ambiguity and maintaining high standards of accuracy within evolving environments; proven ability to manage competing priorities

  • Ability to quickly master new software, complex business models, and industry nuances

  • A collaborative professional with the ability to build effective relationships across the organization

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: $82,000.00 - $97,600.00

Top Skills

Anaplan
Coupa
Erp Systems
Excel
Google Sheets

Similar Jobs

2 Days Ago
In-Office or Remote
4 Locations
57K-95K Annually
Mid level
57K-95K Annually
Mid level
Healthtech • Biotech
The Financial Analyst II is responsible for financial analysis, budget management, and reporting, while providing support and advice to leadership in planning and compliance needs.
Top Skills: Erp SystemsExcel
9 Days Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
Mid level
Mid level
Fintech • Mobile • Software • Financial Services
The AI Financial Planning Analyst reviews and improves financial guidance from AI systems, works across teams to enhance member experiences, and ensures compliance with regulations.
Top Skills: ChatbotsJIRA
4 Days Ago
In-Office or Remote
45 Locations
Mid level
Mid level
Insurance
The Financial Analyst Specialist role involves FP&A activities including monthly close, forecasting, project financial modeling, and management reporting to support leadership decisions in Personal Lines insurance.
Top Skills: ExcelOracle CloudSmartview

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account