Full-Time

Financial Analyst 3

Posted on 5/14/2025

Wex

Wex

1,001-5,000 employees

B2B services for benefits and payments

Compensation Overview

$75k - $100k/yr

+ Commission + Bonus

Mid, Senior

Boston, MA, USA + 3 more

More locations: Washington, DC, USA | Dallas, TX, USA | Portland, ME, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Tableau
Requirements
  • Bachelors in Accounting, Finance, or related field
  • MBA preferred
  • 5 years of financial analysis experience
  • Advanced Financial Analysis skills including SaaS
  • Experience with automation tools such as Alteryx, UI Path, Tableau highly preferred
  • Proactive and able to work independently yet can also work in a team environment
  • Ability to work and achieve deadlines
  • Results oriented
  • Strong organizational skills
  • Excellent written and verbal communication skills
Responsibilities
  • Provide financial analysis and support to the SVP of Growth Mobility and SVP of EV
  • Analyze and report on P&L actuals v budget variances
  • Undertake budgeting & forecasting
  • Support, influence and drive key strategic and operational decisions within Growth Mobility and EV functions
  • Help drive KPIs and own monthly reporting
  • Identify potential efficiencies and drive automation within FP&A team's reporting in collaboration with data team
Desired Qualifications
  • Experience with automation tools such as Alteryx, UI Path, Tableau highly preferred
  • MBA preferred

WEX Inc. offers a global commerce platform that helps businesses manage employee benefits, fleet operations, and business payments. Their employee benefits solutions include managing health savings and flexible spending accounts, while fleet management tools consist of fuel cards and telematics for vehicle tracking. WEX stands out by providing a comprehensive suite of services that streamline operations and reduce costs for businesses. The company is also dedicated to diversity, inclusion, and corporate social responsibility.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Portland, Oregon

Founded

1983

Simplify Jobs

Simplify's Take

What believers are saying

  • Virtual card adoption is rising, with 90% of firms pursuing their use.
  • WEX's solutions improve operational efficiency, helping businesses focus on core activities.
  • The partnership with Sabre enhances WEX's reach in the travel industry, offering faster payments.

What critics are saying

  • Slow supplier adoption of virtual cards may hinder WEX's growth in business payments.
  • Legacy system complexities could impact WEX's ability to offer cutting-edge solutions.
  • Trust issues with agentic AI could affect WEX's B2B operations, built on human accountability.

What makes Wex unique

  • WEX offers comprehensive B2B solutions in employee benefits, fleet management, and business payments.
  • The company provides virtual card technology, enhancing security and cash flow for businesses.
  • WEX's partnership with Sabre simplifies global travel transactions, reducing fraud and conversion costs.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Paid Vacation

Tuition Reimbursement

Company News

PYMNTS
Jun 12th, 2025
Supplier Enablement Programs Accelerate Virtual Card Use

The B2B payments landscape has long been characterized by competing interests, with buyers seeking to extend payment terms while suppliers push for prompt remittance.In joint research from WEX and PYMNTS Intelligence as part of the continuing Business Tracker series, virtual cards present a compelling solution that offers significant advantages for both accounts payable (AP) and accounts receivable (AR) departments, yet supplier adoption faces notable obstacles that require strategic intervention. Gaining Traction. Virtual card payments are gaining traction, with nearly 9 in 10 firms adopting or pursuing their use for business payments, the data show.While buyers benefit from enhanced security, improved spend management, and potential rebates, suppliers stand to gain significantly from faster payments and improved cash flow

PYMNTS
Jun 11th, 2025
Cloud Giants Hit Slow Lane As Legacy Systems Stall Enterprise Upgrades

For years, digital transformation took the lion’s share of investment, as companies wanted to move fast and capture new efficiencies to compete with even faster-moving, more operationally streamlined firms. Today, however, enterprise digital transformation at the highest level is no longer just about buying modern tools and leaning into cloud migrations. For some of the world’s biggest and most sprawling businesses, it can be about timing, culture and a hands-on approach to unraveling the complexities of long-standing legacy back offices. When cloud-native companies like Snowflake and Databricks first rocketed to prominence, their success was buoyed by the growth of digital-first businesses. These organizations, often startups or cloud-native unicorns, needed scalable, agile infrastructure to fuel growth. Cloud data warehouses and platforms were the answer, offering a way to store, manage and analyze data without the burdens of traditional IT infrastructure

PYMNTS
Jun 10th, 2025
Agentic Ai Needs To Solve For Trust Before Conquering B2B

The B2B space barely had time to wrap its head around generative artificial intelligence (GenAI) before the next iteration, agentic AI, arrived. And if GenAI jolted the B2B world with its ability to produce language, content and code at scale, agentic AI ups the ante.These new systems are not just capable of completing tasks; they’re able to take initiative. From autonomously conducting sales outreach to managing procurement and even inching toward handling payment operations, agentic AI offers a leaner, faster, smarter B2B machine. But there’s a paradox here that businesses are only beginning to grapple with: B2B runs on trust. And trust doesn’t scale easily. While consumer markets might tolerate a bit of algorithmic overreach or a chatbot gone rogue, B2B relationships are often multimillion-dollar engagements built on handshakes, track records and human accountability

PYMNTS
Jun 9th, 2025
Wex And Sabre Partner On Virtual Cards For Travel Agencies

In this strategic global partnership, the customers of Sabre Direct Pay, which is Sabre’s dedicated travel payments hub, will gain access to WEX’s virtual card technology, the companies said in a Monday (June 9) press release. This combination will simplify transactions across multiple currencies, borders and time zones, according to the release. Virtual card solutions will provide travel intermediaries with faster payments; a way to avoid foreign exchange and conversion expenses; rich metadata with each transaction; a simpler chargeback process; and decreased vulnerability to fraud, per the release

PYMNTS
Jun 2nd, 2025
Bringing The Momentum Back To Enterprise Digital Transformation

Digital transformation should result in digital capabilities, but it appears to be losing its momentum in many organizations. As companies grapple with tighter budgets and shorter executive tenures, many flashy tech initiatives have failed to evolve into lasting business capabilities — prompting a rethink focused on speed, impact and alignment with core enterprise goals. Whether [] The post Bringing the Momentum Back to Enterprise Digital Transformation appeared first on PYMNTS.com.

INACTIVE