About the Role
Join our innovative and fast-paced FP&A team, dedicated to collaborating with the Executive leaders of Technology and Product. As the Director of FP&A, you will oversee financial planning and performance management for WEX's Technology and Digital divisions. Your role will be critical in driving financial discipline, transparency, and strategic alignment across a diverse and innovative portfolio of investments.
In this position, you will ensure effective resource deployment, balancing innovation, operational efficiency, and long-term value creation. Utilizing a data-driven, forward-thinking approach, you will enhance forecasting accuracy, improve investment visibility, and enable strategic decision-making that supports WEX's growth and digital transformation goals.
Your Impact
Strategic Planning and Financial Execution:
- Lead the annual operating plan, quarterly forecasts, and long-range planning for Technology and Digital.
- Drive insights into key cost factors including headcount, vendor expenses, cloud services, software, and infrastructure.
- Manage daily operations, including month-end close and quarterly forecasting, while providing support to stakeholders in Technology, Digital, and Operations.
- Enhance forecasting tools, processes, and systems, including Anaplan and reporting platforms.
Performance Management & Investment Oversight:
- Develop and maintain KPIs and dashboards to track financial and operational performance.
- Identify risks and opportunities, proactively recommending optimization strategies.
- Align financial performance with operational execution.
Strategic Partnership & Executive Advisory:
- Act as a trusted advisor to the CTO, CDO, and senior leadership.
- Translate complex financial data into clear insights for the CFO, Executive Leadership Team, and Board conversations.
- Support strategic initiatives, including digital transformation, systems modernization, automation, and investments in AI/ML.
Championing Continuous Improvement:
- Lead and cultivate a high-performing FP&A team that fosters accountability and strong business partnerships.
- Drive ongoing improvement across FP&A processes, analytics, and reporting capabilities.
- Promote the adoption of data-driven tools and business intelligence to enhance forecast accuracy and operational efficiency.
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field is required.
- 10-15 years of experience in analytical and strategic roles, including financial analysis or consulting, with a proven ability to manage complex investment portfolios.
- Demonstrated experience in leading capital investment planning and making decisions in matrixed organizations, balancing stakeholder needs while supporting corporate growth strategies.
- Proven skills in building cross-functional partnerships, especially with Commercial Finance, to develop robust revenue models and investment frameworks.
- Track record of successful navigation and influence in dynamic, multi-stakeholder environments, achieving results under pressure.
- Proficiency or eagerness to enhance expertise in advanced analytical modeling, financial forecasting, and data transformation using tools like Excel, Google Suite, Alteryx, or UIPath.
- Enthusiasm for leveraging cutting-edge tools, technologies, and methodologies to refine investment decision-making processes; thriving in fast-moving and evolving business contexts.
- Experience in extracting actionable insights from complex datasets to inform investment strategies, accelerate growth, and optimize capital allocation.
- A self-motivated and proactive leader with a strong desire for continuous learning and development, focused on expanding business impact while nurturing teams and future leaders.
The salary range for this position is $174,800.00 - $201,400.00, and compensation will be based on your qualifications and skills. WEX offers comprehensive benefits to support your personal and professional well-being, including health, dental, vision insurances, retirement savings plans, paid time off, flexible spending accounts, life insurance, and tuition reimbursement.
For more information, check out the 'About Us' section.