Finance Insights Analyst

Posted 12 Days Ago
Be an Early Applicant
13 Locations
87K-115K Annually
Senior level
Fintech • Payments
The Role
The Finance Insights Analyst performs data analysis, creates visualizations, and translates business data into actionable metrics and reports. They collaborate with teams to provide insights and recommendations, identify trends, and ensure data accuracy for strategic decision-making. The role requires strong communication skills to present data findings effectively.
Summary Generated by Built In

About the Team / Role

The Financial Insights team plays a pivotal role in WEX's strategic decision-making process. By providing accurate and timely financial data, the team enables leadership to make informed decisions that drive the company's growth and profitability. The team's collaborative approach ensures that financial insights are integrated across all business units, supporting WEX's commitment to excellence and innovation. This role is flexible to be based out of Portland, ME, Boston, MA, Washington D.C., Dallas, TX, Chicago, IL, and the San Francisco Bay area.

How you'll make an impact

  • Perform data analysis and exploration, and create data visualizations of financial data from various sources while ensuring data integrity and accessibility.

  • Translate business data into metrics, dashboards, and reports to monitor financial performance.

  • Collaborate with cross-functional teams to understand data requirements and deliver insights and data-driven recommendations

  • Analyze complex business problems and issues using data from internal and external sources to provide insight to decision-makers.

  • Identify trends and patterns to inform business strategies.

  • Work collaboratively with team members and business stakeholders to identify, define, & prioritize opportunities for data solutions to improve & enhance business processes

  • Ensure data accuracy and integrity in all analyses. 

  • Insights Driven: Clear hypothesis and objective driven analytics that help drive our business decisions and ongoing metrics

  • Stakeholder Aligned: Understand the needs and audience for deliverables with a succinct and tailored message to maximize impact

  • Results Focused: Rigorous focus on how analytics drive the end to end experiences with clear path to production and measurable impact

  • Dynamic Collaboration: Drive continual improvement of our teams best practices and processes to power collaboration

  • Quality Mindset: Trust in our findings is critical so data and analytic quality is understood and accounted for from the beginning

Experience you'll bring

  • Bachelor's degree in Finance, Economics, Statistics, or a related field.

  • Recommended 5-7 years of experience in data analysis or a related role working with business stakeholders to deliver data solutions

  • Proficiency in tools such as Alteryx, Dataiku and visualization platforms like Tableau or Power BI.

  • Experience in SQL, Snowflake and AWS is highly preferred. 

  • Strong analytical and problem-solving skills.

  • Able to communicate effectively with both finance and non-finance (Data, Business) stakeholders

  • Ability to perform in-depth data analysis and tell stories with the data

  • Excellent communication skills to present findings effectively.

  • Ability to work at pace in a higher pressure environment

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: $87,000.00 - $115,000.00

Top Skills

SQL
The Company
HQ: Portland, ME
4,900 Employees
On-site Workplace

What We Do

We simplify complex payment systems for fleets, corporate payments, and healthcare—unlocking insights, opportunities, and efficiencies to give you greater control of your business.

Powered by the belief that complex payment systems can be made simple, WEX (NYSE: WEX) is a leading financial technology service provider across a wide spectrum of sectors, including fleet, travel and healthcare. WEX operates in more than 10 countries and in more than 20 currencies through approximately 4,900 associates around the world. WEX fleet cards offer approximately 14 million vehicles exceptional payment security and control; our travel and corporate solutions business processes over $35 billion of purchase volume annually; and the WEX Health financial technology platform helps 343,000 employers and more than 28 million consumers better manage healthcare expenses.

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