FP&A Manager, Business Payments

About team / role

WEX is seeking a FP&A Manager of Business payments to join their team! As a Manager, you will serve as a business partner to the Business Payments team, 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, preparation of actuals, etc.  You will support senior management with financial insights and recommendations that drive strategic decisions, financial performance, and operational efficiency.

How you'll make an impact

• Financial Planning & Analysis:
  • Lead the preparation and analysis of annual budgets, quarterly forecasts, and budget proposals, ensuring alignment with company objectives with minimal supervision.
  • Review and analyze cost drivers across regions and business lines to ensure accurate forecasting and effective budget management.
     
• Business Partnering & Reporting:
  • Partner with the General Manager (GM) of Business Payments and their leadership team to provide financial reporting, forecasts, and ad-hoc analysis.
  • Actively engage with the GM and leadership team to understand their strategic priorities and financial objectives, tailoring reports and analyses to meet their specific needs.
  • Ensure timely and accurate delivery of financial reports, and demonstrate advanced understanding of the Business Payments line of business and WEX’s competitive environment by offering key insights and context to drive business decisions.
  • 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.
  • 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.
  • 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.
  • 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.
  • Prepare and present recommendations to address internal financial issues or alternatives for improved performance.
     

Experience you'll bring

• 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.
• Proven ability to coach, inspire and develop teams toward high-performance and utilize team strengths to reach or exceed ambitious shared goals. 
• Strong understanding of financial modeling, valuation, and profitability analysis.
• Experience with financial reporting and variance analysis, with the ability to translate complex financial data into actionable insights for non-financial stakeholders.
• Proven experience in developing and presenting financial insights and recommendations to senior leadership.
• Experience in collaborating with cross-functional teams, including IT, product development, and operations.
• Proficiency with Microsoft Excel and Access. Advanced financial analysis skills including rate/volume analysis and investment appraisals.
• Experience with automation tools such as Alteryx, UI Path, or Tableau is highly preferred.
• Knowledge of Google Suite (Gmail, Sheets, G-Drive)
• Strong organizational skills, detail-oriented, and results-driven.
• Excellent written and verbal communication skills, with the ability to present complex financial data in a clear and actionable format.
• Ability to work independently and meet deadlines while maintaining a collaborative team mindset.