What are the responsibilities and job description for the Director of FP&A, Technology & Digital position at WEX?
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:
Pay Range: $174,800.00 - $201,400.00
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)
- 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.
- 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
- 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.
- 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.
Pay Range: $174,800.00 - $201,400.00
Salary : $174,800 - $201,400