Principal Financial Analyst, FP&A Reporting
$146,700–$161,500 year
On-sitePortland, Maine, United States
Job Summary
Synthesize complex global results, understand key drivers of business performance, and knit together a cohesive story across disparate business units for Executive presentation. Build and manage financial models demonstrating comprehension of the three main financial statements, while leading continuous improvement of the global forecast and budget process. Analyze key trends to provide data-driven insights that influence strategic business decisions and act as a pioneer by implementing advanced tools like Alteryx and Claude to automate routine consolidation. Own and execute key processes within a matrixed organization, mentoring analysts to raise the bar for analytical excellence. Requires 1-2 days in the Portland, ME office weekly. Base pay range is $146,700.00 - $161,500.00.
Required Qualifications
- Bachelor's degree in Accounting, Finance or related
- Minimum of 10 years in analytical and strategic roles
- Proven track record of managing complex financial data
- Highly self-driven and proactive leader
- Strong desire to continuously learn, grow, and expand business impact
- Strong proficiency—or eagerness to deepen expertise—in advanced analytical modeling, financial forecasting, and data transformation using tools such as Excel, Google Suite, Claude, Alteryx, or UIPath
- Experience deriving actionable insights from complex datasets to inform investment strategies and accelerate growth
- 1-2 days in the Portland, ME office a week
- WEX promotes a drug-free workplace
Desired Qualifications
- Experience with Alteryx
- Experience with Claude
- Experience with UIPath
- Experience with Google Suite
- Experience with Excel
- Experience with financial analysis
- Experience with business analysis
- Experience in consulting
- Experience managing complex financial data
- Experience developing teams and future leaders
- Passion for leveraging new tools, technologies, and approaches to enhance investment decision-making
- Thrives in fast-paced, evolving business contexts
- Ability to focus on granular detail
- Ability to effectively communicate key insights
- Ability to identify and implement advanced tools to automate routine consolidation
- Ability to shift focus to predictive analytics
- Ability to own, drive, and fully execute key processes within a matrixed organization
- Ability to work across broad stakeholders
- Ability to act as a functional lead
- Ability to drive projects through a matrixed organization
- Ability to mentor other analysts
- Ability to raise the bar for analytical excellence
- Big-picture, analytical mindset
- Ability to synthesize complex global results
- Ability to understand key drivers of business performance
- Ability to knit together a cohesive story across disparate business units
- Ability to formulate strategic narratives for Executive presentation
- Ability to lead continuous improvement of global forecast & budget process, timelines, and deliverables
- Ability to analyze key trends
- Ability to provide data-driven insights to influence and support strategic business decisions
- Experience building and managing financial models
- Comprehension of the interconnectedness of the three main financial statements
- Experience leading the global forecast process
- Experience with financial reporting consolidation
- Experience with Executive level storytelling
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.