Senior Financial Analyst
WEXAbout the role
About Team / Role
WEX is currently seeking an experienced, self-driven Senior Financial Analyst to support the North American Mobility line of business.
How you'll make an impact
Be an integral part of WEX’s monthly, quarterly and annual forecast and budget processes with full responsibility for the preparation & analysis of the income statement, balance sheet and cash flow statement.
Collaborate with peers within the finance organization, within Corporate Payment Solutions
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.
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.
Prepare budget presentation 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 North American Mobility team, influencing decision making and identifying finance priorities.
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.
Other 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.
Presentations and recommendations of internal issues/alternatives to the management team.
Experience you'll bring
BS degree in related field; Accounting or Finance preferred. MBA and/or CPA highly preferred.
5+ years financial analysis experience, preferably at the corporate level of a publicly traded company.
Advanced skills within the Microsoft products including excellent Excel and Access skills.
Experience with Anaplan, Alteryx or similar systems is preferred.
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