Financial Analyst, Capital

WEX

. Own the end-to-end capital expenditure process, including modeling, budgeting, and forecasting for a significant multi-million-dollar annual capital portfolio .

Posted 10/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $82,000 - $97,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Expertise in capital expenditure management, including budgeting, forecasting, and financial reporting, with a strong focus on automation and process improvement. Proficient in synthesizing complex financial data to provide actionable insights for senior leadership.

Highest-signal resume keywords

Capital Expenditure ManagementAdvanced Excel SkillsERP Systems ExperienceData Preparation and Automation ToolsFinancial Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BudgetingForecastingCost ModelingVariance AnalysisFinancial ReportingData SynthesisAutomation SolutionsCapitalization RulesProject TrackingFinancial Policy Documentation

Soft Skills

Excellent Communication SkillsAbility to Manage Competing PrioritiesIndependent OperationCollaboration with Senior LeadershipProblem-Solving

Tools & Technologies

JiraAlteryxUIPathFinancial Planning Software

Industry Keywords

FinanceAccountingCapital PortfolioOperational Labor MixMateriality ThresholdsFP&A Initiatives

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Own the end-to-end capital expenditure process, including modeling, budgeting, and forecasting for a significant multi-million-dollar annual capital portfolio
Develop and maintain cost models reflecting development and operational labor mixes
Apply blended capitalization rates to compensation data for accurate financial reporting
Advise senior leadership and partner with Technology, Product, and Commercial teams
Lead monthly and quarterly capital-spend reviews
Provide variance analysis distinguishing maintenance/infrastructure investments from growth-oriented strategic initiatives
Integrate project tracking data, including Jira/project management inputs, with financial systems
Align project delivery timelines with capital budget constraints
Maintain capital financial policy documentation and perform validation checks on capitalized labor
Enforce materiality thresholds for accurate classification between capital and operating expenses
Identify manual, non-value-added tasks and implement automated workflows to improve data integrity and reduce month-end close intervention
Support enterprise-wide reporting, process upgrades, and cross-functional FP&A initiatives

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, or a related field
5+ years of experience in Finance or Accounting
Advanced Excel skills, including complex modeling, advanced formulas, and pivot tables
Demonstrated experience with ERP systems and financial planning software
Proven ability to synthesize complex data sets and disparate project metrics into actionable insights for senior leadership
Excellent verbal and written communication skills
Ability to translate complex financial concepts, such as capitalization rules, for non-financial stakeholders
Demonstrated success in streamlining manual processes and implementing automated solutions
Ability to thrive in a fast-paced environment, manage competing priorities, and operate independently
Experience with data preparation and automation tools such as Alteryx or UIPath is a strong plus

Benefits

Comp & perks

Health, dental and vision insurances
Retirement savings plan
Paid time off
Health savings account
Flexible spending accounts
Life insurance
Disability insurance
Tuition reimbursement
Quarterly or annual bonus eligibility for non-sales roles, based on role and applicable plan