About team / role
We are seeking a proactive, tech-savvy Senior Financial Analyst, who can build cross-functional relationships, navigate complex data environments, identify emerging trends before they become issues, and build the visualizations that guide our executive team. This role will primarily support our North America Mobility line of business here at WEX.
This role will ideally be based out of our Portland, Maine office location, flexible for a hybrid schedule.
How you'll make an impactFinancial Analysis & Forecasting
Own the development and maintenance of complex financial models to support monthly forecasting, annual budgeting, special projects and initiatives, deal models.
Proactively source, scrub, and aggregate data from disparate systems (ERPs, Datamarts, and CRM) to build a holistic picture of a trend or conduct “deep-dive” / root cause analysis of shifts in revenue drivers, customer behavior, cost structures.
Reporting
Partner with Accounting during the month-end close process to ensure accurate and complete entries
Prepare reporting packages for financial and non-financial stakeholders, including Senior Management and the Board of Directors with key insights and messaging developed and documented
Support urgent requests, providing quick-turnaround modeling for contract negotiations, investment decisions, quarterly earning communications
Cross-functional collaboration
Act as a Finance Business Partner for strategic clients’ teams, supporting business managers with revenue, expenses, headcounts reporting & analysis, repricing, business opportunities, new deals
Actively engage with business leaders to understand their strategic priorities and identify relevant data and insights
Coordinate with department leads to collect inputs for the forecast and ensure the accuracy of financial projections
Documentation and Automation
Ensure the proper documentation of current processes and maintain a knowledge database
Identifies opportunities for process improvement and drives implementation of initiatives that have a meaningful impact to finance, the LOB, and the Company
Experience you'll bring
Bachelor’s degree required. Finance, Accounting, Mathematics, or other quantitative fields are preferred
7+ years of experience in a high-paced or data-intensive financial environment
Mastery of Excel is a baseline, be ready to use Google Sheets extensively
Hands-on experience building interactive dashboards and visualizations (Tableau, PowerBI)
Experience with Snowflake or complex relational databases
Experience with ERP systems and forecasting platforms (i.e Anaplan)
Strong Accounting foundation and hands-on experience with Accounting processes
Comfortable with ambiguity, able to maintain high accuracy in an evolving environment. Proven ability to manage multiple priorities
Experience with automation tools (i.e. Alteryx)
Ability to quickly master new software, complex business models, and industry nuances with minimal hand-holding
Collaborative bridge-builder with great interpersonal 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.
