Senior Financial Analyst, FP&A

WEX; Washington; Hybrid; USD 105,000 - 120,000; Full time

Job summary

WEX is seeking a proactive Financial Analyst to join the Over-The-Road and Factoring FP&A team. The role offers a flexible remote or hybrid schedule based on commuting distance to major U.S. cities such as Portland, ME, Boston, MA, New York City, NY, Washington, DC, and Chicago, IL.

You will lead monthly, quarterly, and annual forecasts, analyze income statements for OTR and Factoring, and partner with cross-functional teams to improve reporting, close processes, and budgeting. MBA/CPA preferred.

Qualifications

• 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-Lookups, Formulas and Access skills).
• Experience with GSuite is preferred.
• MBA and/or CPA is preferred.

Responsibilities

• Participate in monthly, quarterly and annual forecast and budget processes for OTR and Factoring.
• Prepare and analyze income statements for OTR and Factoring.
• Collaborate with finance peers, GM of OTR & Factoring, and Director, Finance.
• Ensure timely and accurate financial reporting.
• Support close processes with Corporate Accounting to analyze monthly results.

Skills

Financial analysis

Excel skills

GSuite experience

Education

Bachelor's degree in Accounting or Finance

MBA

CPA

Tools

Excel

Access

GSuite

Job 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