About The Position

Join our dynamic, fast paced, FP&A team to partner with the Executive leaders of Technology and Product. The Director of FP&A will lead financial planning and performance management for WEX’s Technology and Digital organizations. This role is responsible for driving financial rigor, transparency, and strategic alignment across a complex, innovation-driven portfolio of investments. The Director of FP&A will ensure that resources are deployed effectively, balancing innovation, operational efficiency, and long-term value creation. Through a data-driven and forward-looking approach, this leader will enhance forecasting accuracy, improve investment visibility, and enable informed decision-making that supports WEX’s growth and digital transformation strategy.

Requirements

  • Bachelor’s degree in Accounting, Finance, or related discipline required
  • Minimum of 10 -15 years in analytical and strategic roles (e.g., financial analysis, business analysis, or consulting), with a proven track record of managing complex investment portfolios
  • Demonstrated ability to lead capital investment planning and decision-making in matrixed organizations, balancing the needs of diverse stakeholders and aligning with corporate growth strategies.
  • Skilled at building partnerships across functions, particularly with Commercial Finance, to develop robust revenue models and investment frameworks.
  • Success navigating and influencing in highly dynamic, multi-stakeholder environments, driving consensus and delivering results under pressure.
  • Strong proficiency—or eagerness to deepen expertise—in advanced analytical modeling, financial forecasting, and data transformation using tools such as Excel, Google Suite, Alteryx, or UIPath.
  • Passion for leveraging new tools, technologies, and approaches to enhance investment decision-making; thrives in fast-paced, evolving business contexts.
  • Experience deriving actionable insights from complex datasets to inform investment strategies, accelerate growth, and optimize capital allocation.
  • Highly self-driven and proactive leader, with a strong desire to continuously learn, grow, and expand business impact while developing teams and future leaders.

Responsibilities

  • Strategic Planning and Financial Execution: Lead the annual operating plan, quarterly forecasts, and long-range planning processes for Technology and Digital
  • Drive visibility into key cost drivers (headcount, vendor spend, cloud costs, software, infrastructure)
  • Manage day-to-day operations, including month end close, quarterly forecast and stakeholder support for Technology, Digital & Operations.
  • Enhance forecasting tools, processes, and systems (e.g., Anaplan, reporting platforms)
  • Performance Management & Investment Oversight: Develop and maintain KPIs and dashboards to monitor financial and operational performance
  • Identify risks and opportunities, proactively recommending mitigation or optimization actions
  • Improve alignment between financial performance and operational execution.
  • Strategic Partnership & Executive Advisory: Serve as a trusted advisor to the CTO, CDO and senior leaders.
  • Translate complex financial data into clear, executive-ready insights for CFO, ELT, and Board discussions
  • Support strategic initiatives including digital transformation, systems modernization, automation, and AI/ML investments
  • Champion Continuous Improvement: Lead and develop a high-performing FP&A team, fostering accountability and strong business partnership.
  • Drive continuous improvement across FP&A processes, analytics, and reporting capabilities.
  • Champion adoption of data-driven tools and business intelligence to enhance forecast precision and operational efficiency.

Benefits

  • 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.
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