WEX

Senior Financial Analyst, FP&A

WEX Washington, District of Columbia, United States · $105K–$120K/yr

Software Development · 5,001-10,000 employees

19 h ago
financial-analyst Senior (5-10 yrs) Full-time United States
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About the role

The analyst will lead monthly, quarterly, and annual forecasting and budgeting processes while preparing detailed financial reports for the OTR and Factoring business units. They will also partner with cross-functional teams to support M&A activities, identify financial risks, and improve reporting processes through automation.

What they look for

Financial analysis Budgeting Forecasting Income statement analysis Financial reporting Automation Process improvement Microsoft Excel Pivot tables V-Lookups Access GSuite M&A support Due diligence Deal modeling

Requirements

Candidates must possess a bachelor's degree in Accounting or Finance and have 5-8+ years of relevant financial analysis experience. Advanced proficiency in Microsoft Excel and strong organizational skills are required, with an MBA or CPA preferred.

Benefits

Health insurance Dental insurance Vision insurance Retirement savings plan Paid time off Health savings account Flexible spending accounts Life insurance Disability insurance Tuition reimbursement

Full description

About Team / Role WEX is currently seeking a self-driven and motivated Financial Analyst to join the Over-The-Road and Factoring FP&A Team. This role is flexible for a remote or hybrid working schedule, based out of a commutable distance to Portland, ME, Boston, MA, New York City, NY, Washington D.C, and Chicago, IL.

How You'll Make an Impact

  • Be an integral part of WEX’s monthly, quarterly and annual forecast and budget processes with responsibility for the preparation and analysis of the income statement for the Over the Road (OTR) and Factoring businesses.
  • Collaborate with peers within the finance organization, the general manager of OTR & Factoring, as well as the Director, Finance.
  • Ensure that all financial reports are issued timely and accurately.
  • Respond to requests for financial information from internal customers.
  • Partner with Corporate Accounting to analyze monthly results in order to ensure an accurate and timely close.
  • Improve current reporting processes through automation or process changes.
  • Utilize strong organizational skills to direct the preparation of budgets, reviews and budget proposals, and ensure the plan is consistent with expectations.
  • Prepare budget presentations for Senior Management and the Board of Directors.
  • Coordinate and produce a full monthly financial forecast and analysis report including matrix reporting for presentation to Senior Management.
  • Assist in analysis and preparation of financial information for quarterly earnings communications to the Board of Directors and investment community.
  • 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, exchange rates and fuel prices.
  • Support M&A activity with regards to due diligence and integration of new acquisitions.
  • Partner with accounting, treasury, tax as appropriate.
  • Support sales team deal modeling
  • Contribute to project teams from a financial standpoint for mergers and acquisitions.
  • Periodic reports and analyses as required for the management team.
  • Presentations and recommendations of internal issues/alternatives to the management team.

Experience You'll Bring

  • Bachelor's degree in Accounting, Finance or related. 
  • 5-8+ years financial analysis experience.
  • Advanced skills within the Microsoft products including proficient in Excel (Pivot tables, V-Look-ups, Formulas and Access skills).
  • Experience with GSuite is preferred.
  • MBA and/or CPA is preferred.

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

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