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Financial Analyst IV

Company: WEX, inc.
Location: Nashville
Posted on: October 18, 2020

Job Description:

WEX, located in Nashville, Tennessee is seeking a top-notch skilled Financial Analyst to support the Global Fleet line of Business.


* 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.

* Support sales team deal modeling

* 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.


6-10 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

* 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

* Excellent written and verbal communication skills

* College degree, BS degree in Accounting or Finance

* Interdisciplinary experience (treasury, tax, accounting)

* Presence and maturity to interface with Senior Management

* Must complete a successful background investigation

Preferred Qualifications:

* MBA and/or CPA highly preferred

* SQL database knowledge preferred


Keywords: WEX, inc., Nashville , Financial Analyst IV, Professions , Nashville, Tennessee

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