Teams at WEX Inc.

Lead the global Risk Operations initiative portfolio across Collections, Billing, Treasury, and related financial operations. Identify strategic initiatives, align projects with risk and customer experience goals, coordinate resources and timelines, oversee technology roadmaps, manage risks, and provide executive reporting. Facilitate cross-functional collaboration among technical, legal, audit, risk, sales, and account management teams while ensuring compliance and operational control integrity.

Conduct high-volume outbound outreach to at-risk fleet accounts, diagnose churn risks, address objections, and secure customer retention. Document interactions accurately in CRM systems, escalate complex cases, identify cross-sell opportunities, and provide qualified referrals. Participate in coaching and call reviews while meeting activity, save, data quality, escalation, referral, and customer satisfaction targets.

Leads FP&A support for Technology, Product, and Commercial teams through budgeting, forecasting, capital expenditure management, reporting, variance analysis, and executive decision support. Oversees month-end close, accruals, reconciliations, SOX controls, audit compliance, and capitalization policies. Automates financial workflows and dashboards using tools such as Alteryx, UiPath, Tableau, and Power BI while improving reporting processes and operational efficiency across a global Technology organization.