Teams at WEX Inc.

Perform daily client funds reconciliations and customer funding validation, verify financial outputs, manage platform deposits, liaise with issuer, reconcile Mastercard settlements, investigate and resolve historical differences and negative balances, and recommend process improvements to ensure accurate, timely financial operations.

Lead monthly, quarterly, and annual FP&A processes for Over-The-Road and Factoring businesses. Prepare and analyze income statements, forecasts, budgets, and board presentations. Partner with accounting, treasury, tax, and sales for deal modeling, M&A due diligence, and integration. Improve reporting through automation, produce management analyses, and identify financial risks and opportunities.