Financial Analyst

About team / role

We are seeking a proactive, tech-savvy Financial Analyst. We need a fast

learner who can build cross-functional relationships, has exceptional attention to details, can identify and explain gaps and variances in complex information. This role will be primarily supporting our North America Mobility line of business here at WEX.

This role will ideally be based out of Portland, Maine office, flexible for a hybrid schedule.

• Prepare and reconcile GL accrual & expense entries; partner with Accounting during the month-end close process to ensure accuracy and integrity of accounting entries

• Reconcile the invoices against P&L entries

• Develop and maintain financial models to support monthly forecasting, annual budgeting, special requests

• Drive expense forecasting and budgeting processes, including the development of supporting presentations and scenario-based reconciliations

• Conduct comprehensive deep-dive analyses of Operating Expenses (OPEX) variances

• Prepare reporting packages for financial and non-financial stakeholders

• Support business managers with expenses and headcounts reporting & analysis

• Liaise with department leads to gather inputs for forecasts and actuals, ensuring data precision

• Oversee the formal documentation of current procedures and maintain a centralized knowledge database.

• Identify and implement process improvement initiatives that deliver meaningful impact to the Finance department and the Line of Business

Experience you'll bring

• Bachelor's degree required. Finance, Accounting, Mathematics, or other quantitative fields are preferred.

• 4+ years of experience in a high-paced or data-intensive financial environment

• Hands-on experience with expense forecasting and reporting, or experience supporting a specific corporate function

• Mastery of Excel is a baseline, be ready to use Google Sheets extensively

• Experience with ERP systems

• Experience with forecasting platforms (i.e. Anaplan)

• Experience with vendor management systems (i.e. Coupa)

• A robust foundation in accounting and direct experience with accounting workflows

• Comfortable navigating ambiguity and maintaining high standards of accuracy within evolving environments; proven ability to manage competing priorities

• Ability to quickly master new software, complex business models, and industry nuances

• A collaborative professional with the ability to build effective relationships across the organization