Senior Financial Analyst

About team / role

Wex FP&A team is seeking an experienced, self-driven Senior Financial Analyst to support the SVP of Revenue Marketing and the Global Marketing team.

How you'll make an impact

• Acts as a business partner to the SVP of Revenue Marketing and the Global Marketing team, to ensure annual budgets and quarterly forecast processes are followed, with full responsibility for the preparation & analysis of Global Marketing costs across the regions and lines of business.

• 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 with little to no guidance.

• Support the Revenue Marketing leadership team by preparing and/or challenging business cases for marketing investments and monitoring investment returns.

• Ensure that all financial reports are issued timely and accurately with appropriate insight and context provided.

• Partner with Corporate Accounting to analyze monthly results in order to ensure an accurate and timely close including ,but not limited to, Year over Year, variance vs budget/fcst, Quarterly sequential rate/volume changes and identification of accruals.

• Identifies opportunities for process improvement and drives implementation of initiatives that have a meaningful impact to finance, the LOB, and the Company.

• Prepare budget presentations for Senior Management and the Board of Directors with key insights and messaging developed and documented.

• 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.

• Identify areas of financial risk and opportunities to WEX and bring forward solutions to mitigate risks where appropriate within the Global Marketing budget.

• Collaborate and proactively foster relationships with peers, accounting, treasury, tax, line of business leadership, as well as the VP of Finance.

• Other ad-hoc projects and analysis as necessary such as:

  • Contribute to project teams from a financial standpoint with regards to investment appraisal analysis

  • 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 required, Master's degree preferred

• 7+ years financial analysis experience

• Advanced Microsoft and Google Suite skills

• Experience with budgeting, forecasting, and financial modeling with ability to explain and summarize financial results to non finance and finance audiences

• Experience supporting global marketing teams and managing digital marketing budgets.

• Experience with Anaplan preferred

• Experience with automation tools such as Alteryx, UI Path and/or Gemini preferred

• Strong organizational and communication skills