Senior Financial Analyst

About team / role

We are seeking a proactive, tech-savvy Senior Financial Analyst, who can build cross-functional relationships, navigate complex data environments, identify emerging trends before they become issues, and build the visualizations that guide our executive team. This role will primarily support our North America Mobility line of business here at WEX.

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

How you'll make an impact

Financial Analysis & Forecasting

• Own the development and maintenance of complex financial models to support monthly forecasting, annual budgeting, special projects and initiatives, deal models.

• Proactively source, scrub, and aggregate data from disparate systems (ERPs, Datamarts, and CRM) to build a holistic picture of a trend or conduct “deep-dive” / root cause analysis of shifts in revenue drivers, customer behavior, cost structures.

Reporting

• Partner with Accounting during the month-end close process to ensure accurate and complete entries

• Prepare reporting packages for financial and non-financial stakeholders, including Senior Management and the Board of Directors with key insights and messaging developed and documented

• Support urgent  requests, providing quick-turnaround modeling for contract negotiations, investment decisions, quarterly earning communications

Cross-functional collaboration

• Act as a Finance Business Partner for strategic clients’ teams, supporting business managers with revenue, expenses, headcounts reporting & analysis, repricing, business opportunities, new deals

• Actively engage with business leaders to understand their strategic priorities and identify relevant data and insights

• Coordinate with department leads to collect inputs for the forecast and ensure the accuracy of financial projections

Documentation and Automation

• Ensure the proper documentation of current processes and maintain a knowledge database

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

Experience you'll bring

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

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

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

• Hands-on experience building interactive dashboards and visualizations (Tableau, PowerBI)

• Experience with Snowflake or complex relational databases

• Experience with ERP systems and forecasting platforms (i.e Anaplan)

• Strong Accounting foundation and hands-on experience with Accounting processes

• Comfortable with ambiguity, able to maintain high accuracy in an evolving environment. Proven ability to manage multiple priorities

• Experience with automation tools (i.e. Alteryx)

• Ability to quickly master new software, complex business models, and industry nuances with minimal hand-holding

• Collaborative bridge-builder with great interpersonal skills