Financial Analyst 3

WEX Inc. is a leading and growing global provider of payment processing, information management and fleet card payment solutions. We are passionate about providing payment solutions with unparalleled security and control for corporate purchasing and transaction monitoring needs. We hire people who share the same passion for continuous innovation and client service that is unparalleled in our industry. We are employee centric offering value-based incentives and generous compensation and benefits packages. If you are looking for a growing career - come be part of WEX today!

Job Summary:

WEX is currently seeking an experienced, self-driven Financial Analyst in South Portland, Maine.

Performance Objectives:

The ideal candidate will have the opportunity to:

  • Be an integral part of WEX's monthly, quarterly and annual forecast and budget processes with full responsibility for the preparation & analysis of the income statement for Global Fleet.
  • Collaborate with peers within the finance organization, the general manager of Global Fleet, as well as the VP, 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.
  • 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 presentation 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.
  • 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.
  • Other ad-hoc projects and analysis as necessary such as:

    • 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.


Minimum Required Qualifications for Consideration:

• 3-5 years financial analysis experience, preferably at the corporate level of a publicly traded company.

• Advanced skills within the Microsoft products including excellent Excel and Access skills

• Out of the box thinking

• Proactive and able to work independently yet can also work in a team environment

• Ability to work and achieve deadlines

• Results oriented

• Strong organizational skills

• Ability to communicate at all levels

• College degree, BS degree in Accounting or Finance

• Must complete a successful background investigation

Preferred Qualifications:

• Operations experience preferred

At WEX, we reward innovation, hard work and excellence.

Benefits include:

• 401(k) Plan

• Adoption Assistance

• Bonus Plan

• Dental Insurance

• Dependent Life Insurance

• Employee Assistance Program

• Employee Referral Award Program

• Expedition - WEX's Sabbatical Program

• Extended Parental Leave

• Flexible Spending Accounts (Medical and Dependent)

• Health Insurance

• Life Insurance/AD&D

• On Site Fitness Facility in South Portland location

• Pet Insurance

• Paid Time Off(PTO)

• Short- and Long-Term Disability Programs

• Tuition Reimbursement

• Vision

Equal Opportunity Employer/Vets/Disability

Meet Some of WEX's Employees

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Aldon interacts directly with new corporations who want to do business with WEX, traveling on-site to learn how WEX can best partner with them and set them up for success.

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