Financial Analyst

Reposted 17 Days Ago
4 Locations
In-Office
82K-98K Annually
Mid level
Fintech • Payments
The Role
The Financial Analyst prepares financial reports, reconciles accounts, drives budgeting processes, analyzes expenses, and collaborates with departments to ensure accuracy in financial data.
Summary Generated by Built In

About team / role

We are seeking a proactive, tech-savvy Financial Analyst. We need a fast

learner who can build cross-functional relationships, has exceptional attention to details, can identify and explain gaps and variances in complex information. This role will be primarily supporting our North America Mobility line of business here at WEX.

This role will ideally be based out of Portland, Maine office, flexible for a hybrid schedule.

How you'll make an impact
  • Prepare and reconcile GL accrual & expense entries;  partner with Accounting during the month-end close process to ensure accuracy and integrity of accounting entries

  • Reconcile the invoices against P&L entries

  • Develop and maintain financial models to support monthly forecasting, annual budgeting, special requests

  •  Drive expense forecasting and budgeting processes, including the development of supporting presentations and scenario-based reconciliations

  • Conduct comprehensive deep-dive analyses of Operating Expenses (OPEX) variances

  • Prepare reporting packages for financial and non-financial stakeholders

  • Support business managers with expenses and  headcounts reporting & analysis

  • Liaise with department leads to gather inputs for forecasts and actuals, ensuring data precision

  • Oversee the formal documentation of current procedures and maintain a centralized knowledge database.

  • Identify and implement process improvement initiatives that deliver meaningful impact to the Finance department and the Line of Business

Experience you'll bring

  • Bachelor’s degree required. Finance, Accounting, Mathematics, or other quantitative fields are preferred.

  • 4+ years of experience in a high-paced or data-intensive financial environment

  • Hands-on experience with expense forecasting and reporting, or experience supporting a specific corporate function

  • Mastery of Excel is a baseline, be ready to use Google Sheets extensively

  • Experience with ERP systems

  • Experience with forecasting platforms (i.e. Anaplan)

  • Experience with vendor management systems (i.e. Coupa)

  • A robust foundation in accounting and direct experience with accounting workflows

  • Comfortable navigating ambiguity and maintaining high standards of accuracy within evolving environments; proven ability to manage competing priorities

  • Ability to quickly master new software, complex business models, and industry nuances

  • A collaborative professional with the ability to build effective relationships across the organization

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: $82,000.00 - $97,600.00

Top Skills

Anaplan
Coupa
Erp Systems
Excel
Google Sheets
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The Company
HQ: Portland, ME
4,900 Employees
Year Founded: 1983

What We Do

We simplify complex payment systems for fleets, corporate payments, and healthcare—unlocking insights, opportunities, and efficiencies to give you greater control of your business.

Powered by the belief that complex payment systems can be made simple, WEX (NYSE: WEX) is a leading financial technology service provider across a wide spectrum of sectors, including fleet, travel and healthcare. WEX operates in more than 10 countries and in more than 20 currencies through approximately 4,900 associates around the world. WEX fleet cards offer approximately 14 million vehicles exceptional payment security and control; our travel and corporate solutions business processes over $35 billion of purchase volume annually; and the WEX Health financial technology platform helps 343,000 employers and more than 28 million consumers better manage healthcare expenses.

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