Financial Analyst

Posted 5 Hours Ago
Be an Early Applicant
Portland, ME
75K-100K Annually
Mid level
Fintech • Payments
The Role
As a Financial Analyst at WEX, you'll support financial forecasting, budget processes, and prepare financial reports. You'll analyze income statements, balance sheets, and cash flow statements, while collaborating with finance and accounting teams to ensure timely reporting. Additionally, you will identify financial risks and opportunities, and support M&A activities with due diligence.
Summary Generated by Built In

About Team / Role

WEX is a leading and growing global financial technology solutions provider. We are fueled by our passion for people and technology, we simplify complex payment systems and deliver insights that help our customers make smart, data-driven business decisions. Our North American Fleet FP&A Team is currently seeking a self-driven and innovative Financial Analyst to join WEX in Portland, Maine!

How you'll make an impact

  • Be an integral part of WEX’s monthly, quarterly and annual forecast and budget processes.

  • Lead the preparation and analysis of the income statement, balance sheet and cash flow statement.

  • Collaborate with peers within the finance organization and cross-functionally. 

  • Ensure that all financial reports are issued timely and accurately.

  • Communicate with internal customers regarding their requests for financial information. 

  • 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 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.

  • Be a key thought leader of the North American Fleet 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.

  • Lead and implement ad-hoc projects and analysis as necessary.

Experience you'll bring

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

  • 3+ years financial analysis experience, preferably at the corporate level of a publicly traded company.

  • Advanced Microsoft Excel skills.

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: $75,000.00 - $100,000.00

Top Skills

Excel
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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