Senior Financial Analyst

Overview

This role is for a Senior Financial Analyst supporting Strategic Capital Investments. The position reports to the Finance Director of the Strategic Capital Investments team and helps shape how the organization allocates internal capital and measures investment outcomes. You will work closely with leaders across Commercial, Technology, and Product, partner with the Executive Leadership Team (ELT) on the annual capital investment program, and support the project portfolio management process for capital expenditures.

Responsibilities

• Own ongoing investment performance tracking through KPI and Revenue analysis, including support for monthly Enterprise Goals and Outcomes reporting and executive-level material preparation for ELT review.
• Design and enhance an enterprise-wide capital portfolio management approach that balances risk, return, and strategic alignment.
• Conduct detailed financial evaluations—including ROI, NPV, and IRR—to support prioritization and funding decisions across competing initiatives.
• Develop and refine dynamic business case models for scenario planning, sensitivity analysis, and tradeoff discussions.
• Partner with Product, Technology, and Commercial teams to surface, evaluate, and advance investment opportunities aligned with enterprise strategy and financial objectives.
• Identify investments not meeting expectations and recommend course corrections or optimization actions with stakeholders.
• Produce clear, compelling, executive-ready analyses that communicate investment performance, drivers, risks, and opportunities.
• Improve and automate investment governance and tracking processes to increase efficiency, transparency, and decision quality.
• Coordinate with FP&A leadership and teams to ensure new and ad-hoc initiatives are thoroughly evaluated, appropriately modeled, and aligned with capital allocation priorities.
• Build trusted relationships across the organization by translating stakeholder needs into disciplined financial insights.
• Coordinate with Finance, Accounting, and related teams to support strong controls, compliance, and effective investment outcomes.
• Strengthen internal partnerships through a service mindset, analytical rigor, and clear communication.

Requirements

• College degree; BS in Accounting or Finance preferred. MBA preferred.
• 4–5 years of progressive experience in finance, investment analysis, or strategy consulting roles.
• Experience working in a large team with strong cross-functional collaboration across multiple business partners and stakeholders.
• Advanced analytical modeling and data wrangling experience using Google, Excel, Alteryx, UIPath, or similar tools.
• Experience with financial planning and reporting tools like Anaplan, HFM, or similar.
• Experience with capital investment or project tracking preferred.
• Ability to translate data into actionable insights that deliver on business goals and impact.
• Proactive, self-driven approach with a strong desire to learn, grow, and create business impact.

Preferred Qualifications

• Experience and enthusiasm for leveraging various AI tools.
• Executive presence and experience creating Board of Directors materials.

Compensation & Benefits

• Pay Range: $104,600.00 - $119,600.00
• Benefits include health, dental, and vision insurance; retirement savings plan; paid time off; health savings account; flexible spending accounts; life insurance; disability insurance; tuition reimbursement; and more.

Location

Flexible between a hybrid schedule out of Portland, ME or based remotely in MA with travel to Headquarters in Portland, ME.

If Remote: occasional travel to WEX offices is expected (primarily Portland, Maine).