WEX · 10 hours ago
Financial Analyst
Boston, MA
Full-time
Onsite
Mid, Senior Level
$105K/yr - $120K/yr
7+ years expWEX Inc. is seeking an experienced, self-driven Senior Financial Analyst to support the SVP of Revenue Marketing and the Global Marketing team. The role involves acting as a business partner to ensure budget processes are followed, preparing and analyzing marketing costs, and driving process improvements within the finance team.
Financial ServicesFinTechPaymentsSoftware
Responsibilities
Acts as a business partner to the SVP of Revenue Marketing and the Global Marketing team, to ensure annual budgets and quarterly forecast processes are followed, with full responsibility for the preparation & analysis of Global Marketing costs across the regions and lines of business
Direct preparation of budgets, reviews and budget proposals, and ensure the plan is consistent with expectations while keeping in mind the company’s strategic objectives with little to no guidance
Support the Revenue Marketing leadership team by preparing and/or challenging business cases for marketing investments and monitoring investment returns
Ensure that all financial reports are issued timely and accurately with appropriate insight and context provided
Partner with Corporate Accounting to analyze monthly results in order to ensure an accurate and timely close including ,but not limited to, Year over Year, variance vs budget/fcst, Quarterly sequential rate/volume changes and identification of accruals
Identifies opportunities for process improvement and drives implementation of initiatives that have a meaningful impact to finance, the LOB, and the Company
Prepare budget presentations for Senior Management and the Board of Directors with key insights and messaging developed and documented
Coordinate and produce a full monthly financial forecast and analysis report including matrix reporting for presentation to Senior Management
Assist in analysis and preparation of financial information for quarterly earnings communications to the Board of Directors and investment community
Identify areas of financial risk and opportunities to WEX and bring forward solutions to mitigate risks where appropriate within the Global Marketing budget
Collaborate and proactively foster relationships with peers, accounting, treasury, tax, line of business leadership, as well as the VP of Finance
Other ad-hoc projects and analysis as necessary such as:
Contribute to project teams from a financial standpoint with regards to investment appraisal analysis
Periodic reports and analyses as required for the management team
Presentations and recommendations of internal issues/alternatives to the management team
Qualification
Required
Bachelor's degree required
7+ years financial analysis experience
Advanced Microsoft and Google Suite skills
Experience with budgeting, forecasting, and financial modeling with ability to explain and summarize financial results to non finance and finance audiences
Experience supporting global marketing teams and managing digital marketing budgets
Strong organizational and communication skills
Preferred
Master's degree preferred
Experience with Anaplan preferred
Experience with automation tools such as Alteryx, UI Path and/or Gemini preferred
Benefits
Health, dental and vision insurances
Retirement savings plan
Paid time off
Health savings account
Flexible spending accounts
Life insurance
Disability insurance
Tuition reimbursement
Company
WEX
Wex is a financial technology service provider for fleet, travel and healthcare industries.
5001-10000 employees
H1B Sponsorship
WEX has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (10)
2023 (12)
2022 (20)
2021 (14)
2020 (18)
Funding
Current Stage
Public CompanyTotal Funding
$900MKey Investors
Warburg Pincus
2025-02-25Post Ipo Debt· $500M
2020-06-30Post Ipo Equity· $90M
2020-06-30Post Ipo Debt· $310M
Leadership Team
Melissa Smith
Chair and Chief Executive Officer
Sachin Dhawan
Chief Technology Officer
Recent News
Morningstar.com
2026-01-22
2026-01-20
2026-01-20
Company data provided by crunchbase