FP&A Manager, Mobility

About team / role

WEX is seeking a FP&A Manager to support its North American Fleet and Small Business Fleet businesses. In this role you will serve as a business partner, ensuring adherence to the annual budgeting and quarterly forecasting processes. Your primary responsibility will be coaching and leading an analyst team through a number of different processes including but not limited to budgeting, forecasting, month end close and quarterly reporting.

You will support senior management with financial insights and recommendations that drive strategic decisions, financial performance, and operational efficiency.

• Financial Planning & Analysis: Lead the preparation and analysis of annual budgets, quarterly forecasts, and budget proposals, ensuring alignment with company objectives with minimal supervision.

• Revenue forecasting and budgeting: Review and analyze revenue drivers across business lines and revenue work streams to ensure accurate forecasting and effective budget management.

• NAM planning & variances: Coordinate with the FP&A cross functional teams to have a deep understanding of all the variances and drivers that impact the NAM PL.

• Business Partnering & Reporting: Partner with the General Managers and their leadership team to provide financial reporting, forecasts, and ad-hoc analysis.

• Stakeholder engagement: Actively engage with the business leadership team to understand their strategic priorities and financial objectives, tailoring reports and analyses to meet their specific needs.

• Timely reporting & insights: Ensure timely and accurate delivery of financial reports, and demonstrate advanced understanding of the Line of Business and WEX’s competitive environment by offering key insights and context to drive business decisions.

• Communication of insights: Proactively communicate financial insights, trends, and potential risks/opportunities, fostering a collaborative and informed decision-making process.

• Cross-functional Collaboration: Work closely with Corporate Accounting, Treasury, Tax, and other key departments to analyze monthly financial results and support a smooth and accurate financial close process.

• Risk & opportunities: Partner with leadership across finance and the line of business to identify financial risks and opportunities, providing actionable recommendations to mitigate risks.

• Strategic Financial Insights: Prepare budget presentations for Senior Management and the Board of Directors, offering clear insights and strategic messaging.

• Earnings support: Support quarterly earnings communication, preparing financial data and insights for the Board and investment community.

• Process Improvement & Initiatives: Identify opportunities for process improvements in financial reporting, budgeting, and forecasting. Drive the implementation of initiatives that enhance finance operations and overall business performance.

• Projects & analyses: Lead and contribute to financial projects, including investment appraisals and other financial analyses.

• Ad-hoc Financial Analysis & Reporting: Assist and oversee creating periodic financial reports and analyses for the management team.

• Recommendations & deal support: Prepare and present recommendations to address internal financial issues or alternatives for improved performance.

• Deal support: Support deal model creation for contract negotiations.

• Education: Bachelor’s degree in Accounting, Finance, or a related field. MBA is preferred.

• Experience: 7-10 years of financial analysis experience, ideally in a corporate environment with a publicly traded company. Experience in interdisciplinary finance functions (e.g., treasury, tax, accounting) is beneficial.

• People & leadership: Proven ability to coach, inspire and develop teams toward high-performance and utilize team strengths to reach or exceed ambitious shared goals.

• Close & variance management: Proven experience managing month end close, identification of required accruals and explanation of variances vs budget, forecast and prior year.

• Financial modeling & analysis: Strong understanding of financial modeling, valuation, and profitability analysis.

• Reporting & storytelling: Exp…