Matt Deschesne, Cfa Email & Phone Number

Portland, Me, Us

Portland, Maine, United States

Portland, Maine Area

WEX Inc. (NYSE: WEX)–Senior Financial Analyst (IV) FP&A, Sep 2019 – PresentCorporate Payments (CPS)•Manage all reporting and analysis for two lines of business with revenue of $100m+, and support consolidation for CPS.•Engage with senior and executive leadership to provide insight on business drivers, trends, opportunities, and relevant assumptions in forecasting models. Orchestrate month-end variance bridging, trend analysis, and opportunity/risk evaluation.•Support the… Show more WEX Inc. (NYSE: WEX)–Senior Financial Analyst (IV) FP&A, Sep 2019 – PresentCorporate Payments (CPS)•Manage all reporting and analysis for two lines of business with revenue of $100m+, and support consolidation for CPS.•Engage with senior and executive leadership to provide insight on business drivers, trends, opportunities, and relevant assumptions in forecasting models. Orchestrate month-end variance bridging, trend analysis, and opportunity/risk evaluation.•Support the capital planning process for CPS/Travel. This includes modeling business cases in collaboration with Product Management to establish CAPEX for strategic initiatives.•Price new deals and amendments for Travel and Bill Pay. Collaborate with Relationship Managers and Sales to deliver competitive pricings that are mutually beneficial for the customer and WEX.•Complete additional ad-hoc asks and projects for senior leadership as requested. North America Fleet (NAF)•Managed reporting, forecasting, and analysis of the late fee revenue stream, which accounted for approximately $300m of revenue.•Redesigned processes associated with late fee forecasting and reporting to provide enhanced detail of drivers and revenue performance to senior and executive management. Process improvement reduced time spent on reporting and analysis by ~60%.•Led forecast/budget load to planning and checked loaded variance against forecast. Advised analysts of deficiencies to correct.•Collaborated with members of Engineering, Data Analytics, and Fleet to improve data integration for enhanced automated reporting capabilities. Show less

Portland, Maine Area

•Conducted equity research on the largest publicly traded financial institutions in the U.S.•Composed industry and company-specific reports for global distribution to large institutional clients in buy-side wealth management. •Maintained, updated, and adjusted earnings models with updated guidance.•Directly advised institutional clients on the team’s view of the U.S. banking sector and macroeconomic outlook.

Portland, Maine Area

•Conducted equity research and supported Relationship Managers through account monitoring and trading.•Generated ideas, performed financial statement analysis and modeling, and presented findings to other members of the investment committee.•Collaborated with the Chief Investment Officer to compose Spinnaker’s quarterly newsletter and other client communications.

Portland, Maine Area

•Supported Key Private Bank’s Portfolio Managers by executing trades, tracking portfolio variance, and performing routine compliance work.•Worked with the equity options team and performed fixed-income research for mutual funds and ETFs on the group’s Bloomberg Terminal.

Double Major, Business Finance, Financial Economics, Summa Cum Laude

Activities and Societies: The Senior Skull Society--Treasurer, Student Portfolio Investment Fund (SPIFFY)--Co-President, Student Portfolio.

High School Diploma