About team / role
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.
How you'll make an impact
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.
Experience you'll bring
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.
