About team / role
Wex FP&A team is seeking an experienced, self-driven Senior Financial Analyst to support the SVP of Revenue Marketing and the Global Marketing team.
How you'll make an impact
Acts as a business partner to the SVP of Revenue Marketing and the Global Marketing team, to ensure annual budgets and quarterly forecast processes are followed, with full responsibility for the preparation & analysis of Global Marketing costs across the regions and lines of business.
Direct preparation of budgets, reviews and budget proposals, and ensure the plan is consistent with expectations while keeping in mind the company’s strategic objectives with little to no guidance.
Support the Revenue Marketing leadership team by preparing and/or challenging business cases for marketing investments and monitoring investment returns.
Ensure that all financial reports are issued timely and accurately with appropriate insight and context provided.
Partner with Corporate Accounting to analyze monthly results in order to ensure an accurate and timely close including ,but not limited to, Year over Year, variance vs budget/fcst, Quarterly sequential rate/volume changes and identification of accruals.
Identifies opportunities for process improvement and drives implementation of initiatives that have a meaningful impact to finance, the LOB, and the Company.
Prepare budget presentations for Senior Management and the Board of Directors with key insights and messaging developed and documented.
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.
Identify areas of financial risk and opportunities to WEX and bring forward solutions to mitigate risks where appropriate within the Global Marketing budget.
Collaborate and proactively foster relationships with peers, accounting, treasury, tax, line of business leadership, as well as the VP of Finance.
Other ad-hoc projects and analysis as necessary such as:
Contribute to project teams from a financial standpoint with regards to investment appraisal analysis
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 required, Master’s degree preferred
7+ years financial analysis experience
Advanced Microsoft and Google Suite skills
Experience with budgeting, forecasting, and financial modeling with ability to explain and summarize financial results to non finance and finance audiences
Experience supporting global marketing teams and managing digital marketing budgets.
Experience with Anaplan preferred
Experience with automation tools such as Alteryx, UI Path and/or Gemini preferred
Strong organizational and communication skills
Top Skills
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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