Financial Analyst 3

WEX; Portland (ME); Remote; USD 60,000 - 95,000; Full time

Job summary

An established industry player is looking for a motivated Financial Analyst to join their dynamic FP&A team. This role offers the opportunity to play a crucial part in the company's financial forecasting and budgeting processes. You will be responsible for analyzing income statements, collaborating with various departments, and improving reporting processes through automation. The position is flexible and allows for remote work within the United States, making it ideal for those seeking a balance between professional growth and personal flexibility. If you have a strong financial background and are eager to make an impact, this is the perfect opportunity for you.

Qualifications

• 3+ years of financial analysis experience required.
• Advanced skills in Microsoft Excel, especially Pivot tables and V-Look-ups.

Responsibilities

• Ensure timely and accurate financial reports and forecasts.
• Analyze monthly results and partner with departments for insights.

Skills

Financial Analysis

Excel (Pivot tables, V-Look-ups, Formulas)

Communication Skills

Analytical Skills

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Bachelor's degree in related field

Tools

Microsoft Excel

GSuite

Job description

About Team / Role

The WEX Health Americas (Benefits) FP&A Team is seeking a motivated and self-driven Financial Analyst to join their team. The successful person will be integral to the Company’s monthly, quarterly and annual forecast and budget processes, and will have full responsibility for the analysis of the income statement for segments within our Health org as well as various revenue-driving and general & administrative cost centers. This role is flexible to be remote within the United States.

How you'll make an impact

• Ensure that all financial reports are issued timely and accurately.
• Respond to requests for financial information from internal customers.
• Partner with Health Accounting to analyze monthly results in order to ensure an accurate and timely close.
• Think outside the box by improving current reporting processes through automation or process changes.
• Directly review and prepare budgets and proposals, and ensure the plan is consistent with expectations while keeping in mind the company’s strategic objectives.
• Partner with department leaders and internal customers to provide analysis and insight into spending progress toward budgets and leadership goals.
• Partner with Sales leadership to track and report on revenue attainment compared with the revenue budgets.
• Partner with Sales leadership to track and report on actual performance of new sales initiatives.
• Coordinate and produce a full monthly financial forecast and analysis report including matrix reporting for presentation to Senior Management.
• 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, etc.
• Support M&A activity with regards to due diligence and integration of new acquisitions.
• Partner with accounting, treasury, tax as appropriate.
• Participate in team projects across FP&A and Finance.
• Support ad-hoc projects and analysis as necessary such as:
• Contribute to project teams from a financial standpoint for mergers and acquisitions.
• Periodic reports and analyses as required for the management team.
• Prepare presentations and recommendations of internal issues/alternatives to the management team.

Experience you'll bring

• Bachelor's degree in Accounting, Finance or related.
• 3+ 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.