What are the responsibilities and job description for the Finance Insights Analyst position at WEX Inc.?
About the Team / Role
The Financial Insights team plays a pivotal role in WEX's strategic decision-making process. By providing accurate and timely financial data, the team enables leadership to make informed decisions that drive the company's growth and profitability. The team's collaborative approach ensures that financial insights are integrated across all business units, supporting WEX's commitment to excellence and innovation. This role is flexible to be based out of Portland, ME, Boston, MA, Washington D.C., Dallas, TX, Chicago, IL, and the San Francisco Bay area.
How you'll make an impact
- Perform data analysis and exploration, and create data visualizations of financial data from various sources while ensuring data integrity and accessibility.
- Translate business data into metrics, dashboards, and reports to monitor financial performance.
- Collaborate with cross-functional teams to understand data requirements and deliver insights and data-driven recommendations
- Analyze complex business problems and issues using data from internal and external sources to provide insight to decision-makers.
- Identify trends and patterns to inform business strategies.
- Work collaboratively with team members and business stakeholders to identify, define, & prioritize opportunities for data solutions to improve & enhance business processes
- Ensure data accuracy and integrity in all analyses.
- Insights Driven: Clear hypothesis and objective driven analytics that help drive our business decisions and ongoing metrics
- Stakeholder Aligned: Understand the needs and audience for deliverables with a succinct and tailored message to maximize impact
- Results Focused: Rigorous focus on how analytics drive the end to end experiences with clear path to production and measurable impact
- Dynamic Collaboration: Drive continual improvement of our teams best practices and processes to power collaboration
- Quality Mindset: Trust in our findings is critical so data and analytic quality is understood and accounted for from the beginning
Experience you'll bring
- Bachelor's degree in Finance, Economics, Statistics, or a related field.
- Recommended 5-7 years of experience in data analysis or a related role working with business stakeholders to deliver data solutions
- Proficiency in tools such as Alteryx, Dataiku and visualization platforms like Tableau or Power BI.
- Experience in SQL, Snowflake and AWS is highly preferred.
- Strong analytical and problem-solving skills.
- Able to communicate effectively with both finance and non-finance (Data, Business) stakeholders
- Ability to perform in-depth data analysis and tell stories with the data
- Excellent communication skills to present findings effectively.
- Ability to work at pace in a higher pressure environment
Salary : $87,000 - $115,000