PERMANENT

FULL_TIME

ADAPTED_NOW

YEAR

Through strong analytical capabilities and business partnership, this role connects detailed financial analysis to broader business objectives and supports informed decision-making aligned with WEX's growth and digital transformation strategy. This role partners closely with Technology and Product leadership to drive financial planning, performance management, and operational reporting across a complex and innovation-driven portfolio.

About team / role WEX is seeking a Senior Financial Analyst to support the Operations FP&A team. This role partners closely with Technology and Product leadership to drive financial planning, performance management, and operational reporting across a complex and innovation-driven portfolio. The Senior Financial Analyst will contribute to forecasting accuracy, performance transparency, and disciplined cost management. Through strong analytical capabilities and business partnership, this role connects detailed financial analysis to broader business objectives and supports informed decision-making aligned with 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 Operations. Provide visibility into key cost drivers including headcount, vendor spend, cloud costs, software, and infrastructure. Manage monthly reporting, variance analysis, and stakeholder support across assigned areas. Contribute to enhancements in forecasting tools, reporting processes, and planning systems (e.g., Anaplan). Performance Management & Investment Oversight: Develop and maintain dashboards and KPIs to monitor financial and operational performance. Analyze actuals versus plan, identify drivers of variance, and recommend actionable solutions. Track and evaluate cost-efficiency initiatives and operational improvement programs to measure realized savings and ROI. Support alignment between financial performance and operational execution. Strategic Partnership & Executive Advisory: Serve as a trusted finance partner to Operations leaders. Translate financial analysis into clear, concise insights for Director-level and senior leadership discussions. Support strategic initiatives including digital transformation, modernization, automation, and AI-related investments. Champion Continuous Improvement: Maintain adherence to internal controls, data accuracy standards, and financial governance requirements. Drive process improvements in reporting, modeling, and analytics through automation and effective use of financial systems. Experience you'll bring Bachelor's degree in Accounting, Finance, or related discipline required. Master's degree preferred. 5-8+ years of progressive experience in financial planning, analysis, or business finance. Strong financial modeling skills and proficiency in Excel; experience with planning tools (e.g., Anaplan, HFM) preferred. Experience working cross-functionally with business stakeholders. Ability to translate complex data into clear, actionable insights. Highly proactive, detail-oriented, and self-driven, with strong communication skills. The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section. Pay Range: $104,600.00 - $119,600.00 Equal Opportunity Employer/Vets/Disability

WEX INC

Senior Financial Analyst

Accounting

Actuals

Alliance/Partner Management

Analysis Skills

Artificial Intelligence (AI)

Automation

Business Performance Management

Cloud Computing

Communication Skills

Continuous Improvement

Cost Control

Cross-Functional

Data Quality

Decision Support

Detail Oriented

Finance

Financial Analysis

Financial Management

Financial Modeling

Financial Operations

Financial Planning

Financial Planning and Analysis (FP&A)

Financial Systems

Forecasting

Leadership

Maintain Compliance

Operational Improvement

Operational Strategy

Operational Support

Performance Management

Performance Metrics

Problem Solving Skills

Process Improvement

Reporting Dashboards

Return on Investment (ROI)

Strategic Planning

Technical Operations

Variance Analysis

monster

OTHER

FEED

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Financial Advisor Jobs at First Command:Shaping Positive Financial Behaviors since 1958First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on-one coaching with military families. We embrace time-tested financial principles and a client-first philosophy.  We inspire and motivate clients to take the first or next step on a path to financial security.3 out of 4 of our Financial Advisors are veterans or military spouses.Many of our 165+ offices nationwide are located near military installations.If you’re exploring what’s next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters — and here, it’s a foundation for building a meaningful, long‑term career.What you’ll do:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will coach military families on how to build a comprehensive financial plan that includes: </li></ul></li></ul><ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Savings/banking</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Investments/wealth management</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Insurance/risk management</li></ul></li></ul>Training and licensing support:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.</li></ul></li></ul><ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Licensing: You’ll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses—no prior licensing is required.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Role Progression: Upon completing licensing, you’ll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.  </li></ul></li></ul>Becoming an Advisor:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Compensation: There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. </li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Independence: Set your own schedule to manage work-life balance.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.  </li></ul></li></ul>Desired Qualifications:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Military experience or affiliation</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Bachelor’s degree</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Proven leadership skills</li></ul></li></ul>Learn more about First Command:First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit <a href="https://www.firstcommand.com/careers/" rel="nofollow" title="https://www.firstcommand.com/careers/">Financial Services Careers | First Command</a>. Required Skills #LI-VH1 Required Experience

First Command Financial Services, Inc.

Financial Advisor

Coaching

Entrepreneurship

Insurance

Investment Management

Licensing

Military

People Management

Philosophy

Risk Management

Securities

Testing

Wealth Management

silkroad ATS feed

UNKNOWN

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. We’re seeking a strategic and analytical Valuations Manager to lead complex valuation engagements, with a primary focus on financial institution valuation in support of financial and regulatory reporting.

Overview:
At Wipfli, people count. At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. About the RoleWe’re seeking a strategic and analytical Valuations Manager to lead complex valuation engagements, with a primary focus on financial institution valuation in support of financial and regulatory reporting. This role will manage projects such as purchase price allocation (ASC 805), goodwill impairments, ESOP, gifting, estate settlement, and minority shareholder transactions. While experience with financial institutions is preferred, candidates with strong general valuation or financial institution audit backgrounds who are willing to learn the specifics of financial reporting are encouraged to apply. The position offers autonomy, the opportunity to work with a lean, high-performing team, and the chance to drive client impact.

Responsibilities:
Responsibilities:<ul style="margin-top:0in"><li>Lead Engagements: Independently manage valuation projects from start to finish, including direct client interaction, data collection, timeline organization, and report drafting.</li><li>Financial Analysis & Reporting: Conduct and review financial analyses, industry and economic research, projections, due diligence, extensive modeling, and prepare comprehensive reports.</li><li>Client Presentations: Deliver findings to clients and stakeholders such as client c-suites, advisors, attorneys, boards of directors, and other decision-makers with clarity and confidence.</li><li>Business Development: Support growth initiatives by creating marketing materials, attending prospect meetings, contributing to proposals, and building client relationships.</li><li>Consulting & Recordkeeping: Provide document consulting and maintain records in accordance with firm standards and best practices.</li><li>Team Collaboration: Work closely with partners, analysts, and other team members.</li><li>Project Management: Manage multiple engagements (typically 10–20 at various stages), with most projects lasting four to six weeks.</li></ul>

Knowledge, Skills and Abilities:
Qualifications:<ul style="margin-top:0in"><li>Minimum 5 years of experience in business valuation or audit required; experience with financial institutions and/or purchase price allocation (ASC 805) strongly preferred</li><li>Bachelor’s degree in Accounting, Finance, or a related field</li><li>Professional certifications such as CPA, CFA, ASA, or ABV preferred (not strictly required if other qualifications are met)</li><li>Proficiency in Microsoft Excel and PowerPoint</li><li>Familiarity with Workday preferred</li><li>Experience as a financial institution auditor is highly valued</li></ul>Skills & Abilities:<ul style="margin-top:0in"><li>Valuation Expertise: Strong command of methodologies (DCF, market multiples, precedent transactions, asset-based approaches)</li><li>Financial Modeling: Build and review complex models with precision</li><li>Industry Research: Skilled in tools like Capital IQ, PitchBook, IBISWorld, Bloomberg</li><li>Technology Proficiency: Experience with forensic and analytical software (IDEA, ACL, Tableau, Power BI)</li><li>Project Management: Ability to manage multiple engagements using Wipfli systems and workflows</li><li>Client Engagement & Business Development: Strong interpersonal skills and ability to represent Wipfli’s values of integrity, excellence, and teamwork</li><li>Attention to Detail & Curiosity: Demonstrated ability to solve complex problems, question assumptions, and ensure accuracy in all deliverables</li><li>Self-Starter: Ability to work independently with minimal oversight, take ownership of projects, and proactively drive results</li></ul> Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her <a href="https://www.linkedin.com/in/amandaafeltner/" rel="noopener nofollow noreferrer" target="_blank">LinkedIn</a> page to connect!  #LI-AF1 #LI-Hybrid

Additional Details:
Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.  Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com  "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Wipfli Advisory LLC

Valuations Manager

Analysis Software

Best Practices

Business Development

Business Services

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Cisco ASA (Adaptive Security Appliance)

Consulting

Customer Relations

Customer Support/Service

Customer/Client Research

Data Collection

Due Diligence

Financial Audit

Financial Regulations

Financial Reporting

Industry/Trade Analysis

Interpersonal Skills

LinkedIn

Marketing

Microsoft Excel

Microsoft PowerPoint

Model Review

Power BI

Presentation/Verbal Skills

Professional Services

Project/Program Management

Record Keeping

Regulatory Reports

Reporting Skills

Research Skills

Sales Presentation

Strategic Analysis

Tableau

Team Player

[AW]-iCims

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Senior Financial Analyst WEX INC

Financial Advisor First Command Financial Services, Inc.

Valuations Manager Wipfli Advisory LLC

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