WEX, Inc.
Senior Financial Analyst
WEX, Inc., San Francisco, California, United States, 94199
About Team / RoleWEX is currently seeking an experienced, self-driven Senior Financial Analyst to support the North American Mobility line of business.
How you'll make an impactBe 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 bringBS 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.
The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. 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. For more information, check out the 'About Us' section.Pay Range: $92,000.00 - $122,000.00
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How you'll make an impactBe 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 bringBS 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.
The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. 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. For more information, check out the 'About Us' section.Pay Range: $92,000.00 - $122,000.00
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