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WEX Inc.

Senior Financial Analyst

Posted 4 Days Ago
In-Office
Portland, ME
94K-125K Annually
Senior level
In-Office
Portland, ME
94K-125K Annually
Senior level
The Senior Financial Analyst will prepare and analyze financial reports, support forecasting, drive process improvements, and identify financial risks and opportunities while collaborating with various business teams.
The summary above was generated by AI

About the Role/Team:

The Corporate FP&A team at WEX in Portland, ME is currently seeking a highly driven Senior Financial Analyst who has honed skills in executive level reporting, is committed to excellence in their work, and is able to quickly connect dots to understand the bigger picture.

This role can be hybrid, but candidate will need to be located in drivable distance to the Global Headquarters in Portland, Maine to be in the office 2 days per week.

What you'll do:

The ideal candidate will add value to assigned business teams by driving significant impacts with the below opportunities:

·         Be an integral part of WEX’s monthly, quarterly, and annual reporting processes with responsibility for the preparation and analysis of financial results, key performance indicators, and value-add insights to underlying business trends.

·         Provide meaningful insights and perspective on forward looking projections, while understanding the nuance of the businesses being support

·         Preparation of key monthly/quarterly reporting deliverables, including the Monthly Operating Review, Board Meeting presentations, and other key Executive and Board communication packages.

·         Improve and evolve monthly reporting packages to drive clear and effective executive reporting that includes performance drivers, detailed financial analysis, and recommendations based on data trends & understanding 

·         Collaborate with peers within the finance organization, strategy, and executive office to own and drive reporting enhancements across the global organization.

·         Utilize strong organizational skills to ensure deliverables are submitted on time.

·         Maintain a culture of a high service level and a proactive behavior to meet ELT stakeholder expectations

·         Participate as a key thought leader of the global finance team, influencing decision making and identifying finance priorities.

·         Proactively identify areas of financial risk and opportunities to the Company.

·         Maintain an awareness of global economic trends that affect the company such as growth rates, interest rates, fuel prices, and consumer spending behavior.

·         Support M&A activity with regards to due diligence, financial modeling, and integration of new acquisitions.

·         Perform other special ad-hoc projects and analyses as directed by management

Essential Duties & Responsibilities:

Financial Partnering

·         Develop best practice reporting for our stakeholders, preparing and presenting financial reports, explaining financial results and highlighting key areas of focus while leveraging automation tools to develop operational efficiencies and best practices

·         Build strong partnerships across multiple lines of business. Connecting our operational support teams with our commercial finance partners

·         Maintain a culture of a high service level and a proactive behavior to meet ELT stakeholder expectations

Reporting/ Forecasting

·         Deliver financial reporting of organizational operating expenses on a monthly basis  

·         Support standard monthly close process (reclasses, accruals, variance analysis, reconciliation of financial systems)

·         Provide meaningful insights and perspective on forward looking projections, while understanding the nuance of the businesses being support

·         Collaborate with Corporate Accounting and other Finance teams to support the monthly close process, reporting and variance analysis

Process Improvement

·         Continuously review and suggest enhancements to current processes using tools such as Alteryx, Tableau, UI Path, etc. 

·         Demonstrate innovation and success in fixing and building processes to maximize efficiency and minimize unnecessary work, including the identification and removal of non-value-added activity  

·         Bring strong communication skills, organizational rigor, and a strong desire to improve the financial relationship with our internal & external customers

What you'll Bring:

·         Bachelor's degree required, Master’s degree preferred

·         8+ years financial analysis experience

·         Advanced Microsoft and Google Suite skills

·         Experience with budgeting, forecasting, and financial modeling

·         Experience with Anaplan preferred

·         Experience with automation tools such as Alteryx, UI Path and/or Gemini preferred

·         Able to commute to HQ in Portland twice a week

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: $94,000.00 - $125,000.00

Top Skills

Alteryx
Anaplan
Google Suite
Microsoft Suite
Tableau
Ui Path

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