Director, FP&A OTR

About Team / Role

WEX is seeking a financial leader to lead the FP&A function across its Over-the-Road (OTR) and Factoring Businesses. The role will serve as a key strategic partner to senior executives and a transformational leader across enterprise-wide finance capabilities. The individual will oversee a team of managers and analysts, own full P&L accountability, and play a leadership role in scaling global FP&A practices.

How You'll Make an Impact

• Define and lead Budget, forecast, and strategic planning processes and full Group deliverables, supporting and influencing GMs to execute and deliver against their long term and short-term goals

• Own line of business (LOB) timelines, deliverables and quality standards of P&L financial results and performance insights against all formal targets including Budget, STIP, and Business Cases.

• Integrate quickly with Line of Business (LOB) senior/executive leadership to deliver and drive results. Actively engage and influence functional leaders as well as your Finance counterparts

• Lead and develop a team of individuals through applying established coaching practices, succession planning and empowerment of the team. Ensure cultural alignment, development, emergency cover, succession planning, and work/life balance.

• Be the focal point to drive cultural change for more informed and improved returns on marketing investments across the organization. Leverage best-in-class training, processes, and systems within your LOB and wider finance management team.

• By overseeing financial planning and analysis functions, develop meaningful insights and metrics to drive financial performance, ensure business cases for product investment achieve stated targets.

• Develop meaningful and relevant marketing investment return metrics to ensure investments achieve the required returns from LOB GM and ELT members. This will include elements of training and communicating various methodologies and impacts these have on other business metrics e.g. app volumes, leads. Provide frameworks and forums to monitor and measure business investments and returns made by the business areas.

• Develop appropriate monitoring and assessment of external and macro-economic factors that impact business performance and will impact long term goals

• Make recommendations for changes to the GM and management team and implement change. This position will need to gather, interpret and deliver insights that shape financial strategic decision making. This includes operational finance decisions, long-term strategic decisions for the broader organization, and leadership within the day-to-day activities of the business.

• Play an active role in identifying areas for process improvement and/or automation and leading the culture to simplify, improve, and automate manual processes.

• Own the LOB/functional area close process for month end, ensuring a timely and accurate close adhering to all public listed close timelines and deliverables, this will include additional deep dives and analysis to support external reporting to Investors.

• Oversee deal management, deal flow and pricing analytics ensuring adequate guard rails in place for P&L management and deal preservation

• Manage the Os&Rs process to support the GM to deliver against financial targets, ensuring clear communication of issues, action plans and any remediation across business areas

• Ensure you teams are aware and aligned to all deliverables, processes and timelines of Corporate FP&A, ensuring that all stakeholders understand key performance metrics, trends including macro-economic factors

• Lead and define strategic financial planning for your LOB, engaging key stakeholders including Strategy teams ensure insight into the business is appropriately communicated to the leadership of the company, aligning with WEX’s goals.

• As a key member of the America's FP&A management team, you will contribute meaningfully to the strategic goals and vision for the FP&A Americas division and communicate this vision to the team to inspire and empower them to achieve division goals.

• Partner with Human Resources on Strategic Workforce Planning by knowing the skills, competencies, and capabilities on the team and helping to close any gaps to ensure we have teams that can drive the future success of WEX.

Experience You'll Bring

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field required. MBA, CPA, or other advanced certifications strongly preferred.

• Experience: 8-10 years of progressive experience in financial planning & analysis, corporate finance, or strategic finance roles, with at least 5 years in a leadership capacity. Experience in global, matrixed organizations, preferably in technology, payments, or SaaS sectors, is highly desirable.

• Leadership: Demonstrated success in leading and developing high-performing teams, including managers. Proven ability to motivate, coach, and build strong bench strength in a dynamic and fast-paced environment.

• Strategic Thinking: Strong analytical and business acumen, with a proven ability to connect financial insights to business strategy and influence executive decision-making.

• Communication: Exceptional interpersonal and communication skills. Able to effectively present complex financial information to executive stakeholders with clarity and confidence.

• Technical Proficiency: Advanced Excel skills required. Strong proficiency in financial systems (e.g., Hyperion, Anaplan, Oracle, Alteryx) and dashboarding tools (e.g., Tableau, Power BI) preferred.

• Change Leadership: Demonstrated ability to lead through change, influence cross-functional teams, and drive process improvements that result in greater efficiency and business impact.

• Judgment & Decision-Making: Strong ability to simplify complex problems, assess risk/reward, and make timely, data-driven decisions under pressure.

• Project Management: Experience leading or contributing to enterprise-wide initiatives, such as system implementations, process redesigns, or investment evaluation frameworks.