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Senior Financial Analyst, FP&A

🕒 July 24

🏛️ District of Columbia, Illinois, +3 more states – Remote

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💵 $104.6k - $119.6k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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👻 Ghost score 34%

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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

• Prepare and analyze income statements for the Over the Road and Factoring businesses • Support monthly, quarterly and annual forecast and budget processes • Collaborate with the finance organization, general manager, and Director of Finance • Ensure timely and accurate financial reporting • Respond to internal requests for financial information • Partner with Corporate Accounting to analyze monthly results and support an accurate, timely close • Improve reporting processes through automation or process changes • Direct preparation of budgets, reviews, and budget proposals • Prepare budget presentations for Senior Management and the Board of Directors • Coordinate and produce monthly financial forecast and analysis reports • Support quarterly earnings communications to the Board of Directors and investment community • Influence finance decision-making and identify finance priorities • Identify financial risks and opportunities • Monitor global economic trends affecting the company • Support M&A due diligence and integration of acquisitions • Partner with accounting, treasury, and tax teams • Support sales team deal modeling • Contribute financial expertise to merger and acquisition project teams • Prepare periodic reports and analyses for management • Present recommendations on internal issues and alternatives to management

🎯 Requirements

• Bachelor's degree in Accounting, Finance or related • 5-8+ years financial analysis experience • Advanced skills within Microsoft products • Proficiency in Excel, including Pivot tables, V-Look-ups and formulas • Access skills • Experience with GSuite preferred • MBA and/or CPA preferred • Must be within a commutable distance to Portland, ME, Boston, MA, New York City, NY, Washington D.C., or Chicago, IL

🏖️ 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

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