JOB SUMMARY:
WEX is currently seeking an tech-savvy, self-driven Financial Analyst 3 in Portland, Maine. This role will be an integral part of WEX s monthly, quarterly and annual forecast and budget processes with full responsibility for the preparation & analysis of expenses for the Portfolio Risk & Operations organization.
Currently this role will work remote. Post covid limitations, this role will then sit in the corporate head quarters, Downtown Portland, Maine.
PERFORMANCE OBJECTIVES:
The ideal candidate will have the opportunity to:
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Collaborate with peers within the finance organization, the leaders in Portfolio Risk area, as well as the VP PRO, Finance.
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Ensure that all financial reports are issued timely and accurately.
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Respond to requests for financial information from internal customers.
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Partner with Corporate Accounting to analyze monthly results in order to ensure an accurate and timely close.
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Improve current reporting processes through automation or process changes.
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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.
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Prepare budget presentations for Senior Finance & PRO Management Coordinate and produce a full monthly financial forecast and analysis report including matrix reporting for presentation to Senior Management.
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Participate as a key thought leader of the global finance team, influencing decision making and identifying finance priorities.
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Identify areas of financial risk and opportunities to the Company.
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Maintain an awareness of global economic trends that affect the company such as growth rates, interest rates, exchange rates and fuel prices.
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Partner with accounting, treasury, tax as appropriate.
Other ad-hoc projects and analysis as necessary such as:
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Periodic reports and analyses as required for the management team.
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Presentations and recommendations of internal issues/alternatives to the management team.
QUALIFICATIONS:
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3-5 years financial analysis experience, preferably at the corporate level of a publicly traded company.
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Advanced skills within the Microsoft products including excellent Excel and Access skills
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Out of the box thinking
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Proactive and able to work independently yet can also work in a team environment
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Ability to work and achieve deadlines
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Results oriented
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Strong organizational skills
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Ability to communicate at all levels
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BS degree in Accounting or Finance or related field
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Must complete a successful background investigation
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Operations experience preferred
EQUAL OPPORTUNITY EMPLOYER/VETS/DISABILITY
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