Director of Financial Planning and Analysis

Director of FP&A (New England)

**MUST BE LOCAL (,MA, NH, RI, OR ME) TO TRAVEL 1X A MONTH**

My technology client in Portland is looking for a Manager of Financial Planning & Analysis to support one of its three business units.

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.