Senior Financial Analyst, FP&A

WEX•Washington DC, DC

7d•Hybrid

About The Position

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. The Senior Financial Analyst will 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. This role involves collaborating with peers within the finance organization, the general manager of OTR & Factoring, as well as the Director, Finance. The analyst will ensure that all financial reports are issued timely and accurately, respond to requests for financial information from internal customers, and partner with Corporate Accounting to analyze monthly results for an accurate and timely close. Key responsibilities include improving current reporting processes through automation or process changes, preparing budget presentations for Senior Management and the Board of Directors, coordinating and producing a full monthly financial forecast and analysis report, and assisting in the analysis and preparation of financial information for quarterly earnings communications. The role also involves participating as a key thought leader, proactively identifying financial risks and opportunities, maintaining awareness of global economic trends, and supporting M&A activity with due diligence and integration. Additionally, the analyst will partner with accounting, treasury, and tax as appropriate, support sales team deal modeling, contribute to project teams from a financial standpoint for mergers and acquisitions, and provide periodic reports and analyses as required for the management team.

Requirements

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).

Nice To Haves

Experience with GSuite is preferred.
MBA and/or CPA is preferred.

Responsibilities

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.