About Team/Role
The Global Marketing Financial Planning and Analysis team is seeking a
Senior Financial Analystto join WEX in Portland, Maine, or Nashville, Tennessee.
How You'll Make An Impact
- Acts as a business partner to the Global Marketing team, specifically the CMO and Head of Digital Marketing 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 CMO and their leadership team by preparing and challenging business cases for marketing investments and monitoring investment returns. This will also include developing a suite of metrics to support investments across a wide range of attributes
- 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 and Quarterly sequential rate/volume changes
- 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 in Accounting, Finance or related.
- 5+ years financial analysis experience.
- Advanced skills within the Microsoft products including proficient in Excel (Pivot tables, V-Look-ups, Formulas).
- Experience with GSuite is preferred.
- MBA and/or CPA is preferred.
#J-18808-Ljbffr
