Finance Team Lead / Reporting - São Paulo, Brazil

As the Finance Team Lead / Reporting at World Business Lenders, you will be responsible for leading and supervising a team of financial analysts, ensuring accuracy in tax filings and compliance tasks. You’ll oversee daily operations to maintain alignment with company goals, mentor team members, generate reports for investors, manage Internal reporting, and present key insights to senior management.

To qualify for the Finance Team Lead / Reporting position at World Business Lenders, candidates should possess a Bachelor’s degree in Accounting, Finance, Mathematics, Business Administration, or a related field. Additionally, 7-10 years of progressive experience in financial analysis/modeling in the financial lending or mortgage industry, along with proficiency in Excel, are essential.

Yes! The Finance Team Lead / Reporting role at World Business Lenders is fully remote, allowing you to work from the comfort of your own home while leading a talented team and contributing to a meaningful mission.

World Business Lenders prefers candidates with 7-10 years of experience in financial analysis and modeling specifically within the financial lending or mortgage industry. Experience with FP&A is also required, along with a solid grasp of business principles and financial regulations.

Proficiency in Excel is crucial for the Finance Team Lead / Reporting role at World Business Lenders, especially in executing complex financial analyses, VBA/macro functionalities, and working with SQL databases. Familiarity with reporting tools and compliance software is also beneficial.

As the Finance Team Lead, my approach would include implementing tailored training programs, regular one-on-one coaching sessions, and providing real-time feedback on projects. Engaging team members in knowledge-sharing sessions would also foster collective growth and facilitate skill enhancement.

In my previous roles, I have overseen tax filing processes, ensuring compliance with all regulations and deadlines. I am adept at managing documentation and communicating effectively with regulatory bodies to guarantee that our filings are accurate and complete.

I ensure alignment with company goals by clearly communicating objectives, setting measurable targets, and regularly reviewing our progress. I believe in fostering a collaborative environment where team members can share insights and adjust strategies as necessary.

My best practices for financial reporting involve maintaining clarity and transparency in data presentation, ensuring accuracy in calculations, and regularly soliciting feedback from stakeholders. I also prioritize timely dissemination of reports to enable informed decision-making.

Handling confidentiality is paramount in financial reporting. I implement strict access controls to financial documents, utilize secure communication methods, and conduct regular training for my team on the importance of maintaining confidentiality throughout the reporting process.

I primarily use Excel for financial analysis and reporting due to its robust features for complex calculations. Additionally, I incorporate other tools like SQL databases for data queries and visualization software for presenting insights in an engaging manner.

In a previous role, I noticed anomalies in cash flow trends while analyzing financial reports. I conducted a deeper investigation, discovered discrepancies in expense reporting, and presented the findings to management, leading to necessary adjustments that mitigated the risk.

Prioritizing tasks involves assessing deadlines, understanding the strategic importance of each task, and allocating resources accordingly. I often use project management tools to track progress and ensure that critical tasks are addressed promptly without compromising quality.

I approach analyzing financial performance metrics by establishing clear KPIs aligned with company goals. I then regularly review these metrics, identify trends, and perform comparative analyses to provide actionable insights and recommendations to senior management.

Keeping updated on financial tools and industry regulations is essential. I achieve this through continuous learning, attending seminars and webinars, engaging with professional networks, and dedicating time each month to reading relevant financial literature and updates.