Financial Analyst, Capital

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $82k - $97.6k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Logo of WEX

WEX

5001 - 10000 employees

Founded 1983

🏥 Healthcare

📦 Logistics

✈️ Travel

💰 $310M Post-IPO Debt on 2020-06

Healthcare • Logistics • Travel

WEX is a global commerce platform specializing in various business solutions to address operational challenges. They provide services in managing and mobilizing fleets with their fuel card systems, offering comprehensive fleet management and analytics. Additionally, they focus on business payments solutions that streamline processes across industries, enhancing efficiency and security. WEX is also involved in employee benefits administration, helping organizations effectively manage health and reimbursement accounts. Their diverse range of services caters to numerous sectors, emphasizing innovation, sustainability, and effective solutions for business growth.

📋 Description

• Own the end-to-end capital expenditure process, including modeling, budgeting, and forecasting for a significant multi-million-dollar annual capital portfolio • Develop and maintain cost models reflecting development and operational labor mixes • Apply blended capitalization rates to compensation data for accurate financial reporting • Advise senior leadership and partner with Technology, Product, and Commercial teams • Lead monthly and quarterly capital-spend reviews • Provide variance analysis distinguishing maintenance/infrastructure investments from growth-oriented strategic initiatives • Integrate project tracking data, including Jira/project management inputs, with financial systems • Align project delivery timelines with capital budget constraints • Maintain capital financial policy documentation and perform validation checks on capitalized labor • Enforce materiality thresholds for accurate classification between capital and operating expenses • Identify manual, non-value-added tasks and implement automated workflows to improve data integrity and reduce month-end close intervention • Support enterprise-wide reporting, process upgrades, and cross-functional FP&A initiatives

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, or a related field • 5+ years of experience in Finance or Accounting • Advanced Excel skills, including complex modeling, advanced formulas, and pivot tables • Demonstrated experience with ERP systems and financial planning software • Proven ability to synthesize complex data sets and disparate project metrics into actionable insights for senior leadership • Excellent verbal and written communication skills • Ability to translate complex financial concepts, such as capitalization rules, for non-financial stakeholders • Demonstrated success in streamlining manual processes and implementing automated solutions • Ability to thrive in a fast-paced environment, manage competing priorities, and operate independently • Experience with data preparation and automation tools such as Alteryx or UIPath is a strong plus

🏖️ Benefits

• Health, dental and vision insurances • Retirement savings plan • Paid time off • Health savings account • Flexible spending accounts • Life insurance • Disability insurance • Tuition reimbursement • Quarterly or annual bonus eligibility for non-sales roles, based on role and applicable plan

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