WEX Inc. Logo

WEX Inc.

Senior Financial Analyst, FP&A

Posted 2 Days Ago
In-Office or Remote
2 Locations
105K-120K Annually
Senior level
In-Office or Remote
2 Locations
105K-120K Annually
Senior level
Lead monthly, quarterly, and annual FP&A processes for Over-The-Road and Factoring businesses. Prepare and analyze income statements, forecasts, budgets, and board presentations. Partner with accounting, treasury, tax, and sales for deal modeling, M&A due diligence, and integration. Improve reporting through automation, produce management analyses, and identify financial risks and opportunities.
The summary above was generated by AI

About Team / Role
WEX is currently seeking a self-driven and motivated Financial Analyst to join the Over-The-Road and Factoring FP&A Team. This role is flexible for a remote or hybrid working schedule, based out of a commutable distance to Portland, ME, Boston, MA, New York City, NY, Washington D.C, and Chicago, IL.

How You'll Make an Impact

  • Be an integral part of WEX’s monthly, quarterly and annual forecast and budget processes with responsibility for the preparation and analysis of the income statement for the Over the Road (OTR) and Factoring 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

  • 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 Bring

  • Bachelor's degree in Accounting, Finance or related. 

  • 5-8+ years financial analysis experience.

  • Advanced skills within the Microsoft products including proficient in Excel (Pivot tables, V-Look-ups, Formulas and Access skills).

  • Experience with GSuite is preferred.

  • MBA and/or CPA 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: $104,600.00 - $119,600.00

Similar Jobs

Senior level
Software
Serve as the finance business partner to Sales and Customer Experience: own budgeting, workforce/headcount planning, forecasting, and performance analysis. Translate operational and SaaS metrics into actionable recommendations, present financial analyses to leaders, and collaborate with HR and BI teams to improve reporting and governance using tools like Sigma, Snowflake, Adaptive Planning, and Power BI.
Top Skills: Adaptive PlanningGoogle SheetsExcelPower BISigmaSnowflake
53 Minutes Ago
Remote
153K-214K Annually
Senior level
153K-214K Annually
Senior level
Cybersecurity
The Senior Developer will enhance self-service experiences, drive product growth through experimentation, and collaborate with cross-functional teams for measurable outcomes.
Top Skills: AmplitudeGoLookerNode.jsPythonQualtricsReactRubyTypescript
53 Minutes Ago
Remote
111K-172K Annually
Mid level
111K-172K Annually
Mid level
Cybersecurity
The role involves developing, testing, and maintaining software systems, collaborating with cross-functional teams, and mentoring junior developers while ensuring high code quality.
Top Skills: .NetC#

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account