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Financial Analyst, Capital

Role overview

Qualifications

  • Bachelor’s degree in Finance, Accounting, or a related field.
  • 5+ years of experience in Finance or Accounting.
  • Advanced Excel skills (complex modeling, advanced formulas, and pivot tables).
  • Demonstrated experience with ERP systems and financial planning software.

Responsibilities

  • Own the end-to-end capital expenditure process, including modeling, budgeting, and forecasting.
  • Develop and maintain sophisticated cost models for operational labor.
  • Act as a trusted advisor to senior leadership, leading monthly and quarterly reviews of capital spend.
  • Ensure integration of project tracking data with financial systems and maintain audit compliance.

Key facts

Hard skills

Other skills

  • Budgeting
  • Forecasting
  • Microsoft Excel
  • Analytical Skills
  • Communication
  • Adaptability

About the company

WEX logo

WEX

Digital Payments & Money Transfer

WEX (NYSE: WEX) is the global commerce platform that simplifies the business of running a business. WEX has created a powerful ecosystem that offers seamlessly embedded, personalized solutions for its customers around the world. Through its rich data and specialized expertise in simplifying benefits, reimagining mobility and paying and getting paid, WEX aims to make it easy for companies to overcome complexity and reach their full potential. For more information, please visit www.wexinc.com.

Company details

Company typeXLarge
IndustryDigital Payments & Money Transfer
Company size5001 - 10000

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Job description

About Team / Role


We are seeking a highly analytical and process-driven Financial Analyst to join our FP&A team. In this role, you will be the dedicated financial lead for Capital Expenditure (CapEx) management, serving as a strategic business partner to our Technology, Product, and Commercial leadership teams. You will own the full financial lifecycle of our capital investments, ensuring that our large-scale initiatives are accurately modeled, forecasted, and compliant with audit standards, while also contributing to the broader financial planning and analysis goals of the FP&A organization.


How You'll Make an Impact

  • CapEx Lifecycle Management: Own the end-to-end capital expenditure process. This includes managing the modeling, budgeting, and forecasting for a significant multi-million dollar annual capital portfolio.
  • Strategic Financial Modeling: Develop and maintain sophisticated cost models to reflect the mix of development and operational labor. You will apply blended capitalization rates to compensation data to ensure accurate financial reporting.
  • Business Partnering & Variance Analysis: Act as a trusted advisor to senior leadership. Lead monthly and quarterly reviews of capital spend, providing deep-dive variance analysis that distinguishes between maintenance/infrastructure investments and growth-oriented strategic initiatives.
  • System Integration & Data Accuracy: Collaborate across the organization to integrate project tracking data (e.g., Jira/project management inputs) with financial systems. Ensure that project delivery timelines align with capital budget constraints.
  • Audit Compliance & Controls: Serve as the subject matter expert for capital financial policy. Maintain robust documentation, perform validation checks on capitalized labor, and enforce materiality thresholds to ensure accurate classification between capital and operating expenses.
  • Process Automation & Improvement: Champion the modernization of financial processes. Identify manual, non-value-added tasks and implement automated workflows (e.g., scripts or standardized templates) to improve data integrity, reduce manual intervention in the month-end close, and increase time spent on high-value analysis.
  • FP&A Team Contribution: Actively support the broader FP&A function, participating in enterprise-wide reporting, process upgrades, and cross-functional initiatives to drive financial clarity and operational efficiency.

Experience You'll Bring

  • Education: Bachelor’s degree in Finance, Accounting, or a related field.
  • Experience: 5+ years of experience in Finance or Accounting.
  • Technical Proficiency:
    • Advanced Excel skills (complex modeling, advanced formulas, and pivot tables).
    • Demonstrated experience with ERP systems and financial planning software.
  • Analytical Rigor: Proven ability to synthesize complex data sets and disparate project metrics into clear, actionable insights for senior leadership.
  • Communication & Influence: Excellent verbal and written communication skills with the ability to translate complex financial concepts (such as capitalization rules) for non-financial stakeholders.
  • Process Orientation: A strong desire to "fix and build." Demonstrated success in streamlining manual processes and implementing automated solutions.
  • Preferred Skills: Experience with data preparation and automation tools (e.g., Alteryx, UIPath) is a strong plus.
  • Adaptability: Ability to thrive in a fast-paced environment, manage competing priorities, and operate independently.
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

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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