Senior Financial Analyst

4 weeks ago

Dallas, Texas, United States WEX Full time

About the Role

WEX is a leading payments and technology company that is passionate about providing innovative payment solutions with unparalleled security and control for corporate purchasing and transaction monitoring needs. We are seeking a self-driven and motivated Financial Analyst to join our Over-The-Road and Factoring FP&A Team.

Key Responsibilities

  • Be an integral part of WEX's monthly, quarterly, and annual forecast and budget processes with full responsibility for the preparation and analysis of the income statement for the Factoring and Over the Road Corporate Payments (OTR CPS) 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.
  • Other ad-hoc projects and analysis as necessary.

Requirements

  • Bachelor's degree in Accounting, Finance, or related.
  • 3+ years financial analysis experience.
  • Advanced skills within the Microsoft products including proficient in Excel (Pivot tables, V-Look-ups, Formulas).
  • Proficiency in automation/visualization tools (e.g. Tableau, R, Python, SQL).
  • Experience with GSuite is preferred.
  • MBA and/or CPA is preferred.

Compensation and Benefits

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.

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