Sr. Business Analyst, Valuation & Forecasting

WEX•Portland, ME

3d•Hybrid

About The Position

WEX Inc. seeks a Sr. Business Analyst, Valuation & Forecasting, in Portland, ME (option to telecommuting 3 days per week) to apply principles of mathematical modeling, data analysis, financial valuation and forecasting, and other optimization methods to develop and interpret data to assist WEX business units with decision-making relating to financial valuation and forecasting. Specific core duties and responsibilities of the position include working with WEX business teams to better understand data and analytical solutions and models required to address business needs relating to financial valuation and forecasting; working collaboratively with business stakeholders to identify, define, and prioritize financial analyses (e .g., FP&A, pricing, valuation) that require data driven, analytical solutions; formulating financial simulation models of problems and performing validation and testing of those models; defining data requirements and gathering and validating information; performing complex analysis and exploration of financial data and presenting the results of mathematical modeling and data analysis to WEX's executive, finance, and business teams; building insightful solutions for day-to-day operational and monitoring needs of WEX's finance and business teams; conceptualizing and developing tools, techniques, metrics, and dashboards; coaching and mentoring other analysts on best practices and approaches to problem-solving; clearly explaining complex analytical concepts & outcomes, as well as how they can be leveraged by business stakeholders to achieve business objectives; planning, defining and prioritizing data delivery activities for various stakeholders and partners of the finance team (e.g. creating efficient automated dashboards for long-term self-service use by business); cultivating a data-driven culture through creation of analytics deliverables have a high degree of data integrity; and participating in the development of standards & best practices for analytics delivery and model this behavior for other analytics practitioners across the organization.

Requirements

Bachelor's degree or higher in Business Analytics, Operations Research, or a related field
3 years of prior professional experience involving financial data analysis and financial data manipulation
Proficiency in Python
Proficiency in Power BI
Proficiency in Excel
Proficiency in SQL

Responsibilities

Working with WEX business teams to better understand data and analytical solutions and models required to address business needs relating to financial valuation and forecasting
Working collaboratively with business stakeholders to identify, define, and prioritize financial analyses (e.g., FP&A, pricing, valuation) that require data driven, analytical solutions
Formulating financial simulation models of problems and performing validation and testing of those models
Defining data requirements and gathering and validating information
Performing complex analysis and exploration of financial data and presenting the results of mathematical modeling and data analysis to WEX's executive, finance, and business teams
Building insightful solutions for day-to-day operational and monitoring needs of WEX's finance and business teams
Conceptualizing and developing tools, techniques, metrics, and dashboards
Coaching and mentoring other analysts on best practices and approaches to problem-solving
Clearly explaining complex analytical concepts & outcomes, as well as how they can be leveraged by business stakeholders to achieve business objectives
Planning, defining and prioritizing data delivery activities for various stakeholders and partners of the finance team (e.g. creating efficient automated dashboards for long-term self-service use by business)
Cultivating a data-driven culture through creation of analytics deliverables have a high degree of data integrity
Participating in the development of standards & best practices for analytics delivery and model this behavior for other analytics practitioners across the organization