Financial Forecast/Investment Associate
About World Business Lenders (www.wbl.com)World
Business Lenders (WBL) provides general purpose short-term real estate collateralized commercial loans to a broad customer base comprised of small and medium sized businesses throughout the United States that lack access to traditional funding.
WBL is a U.S. based company with a 100% remote workforce.
This is a remote Contract/Consultant position. Generally, working hours will be 9:00am-6:00pm Eastern, Monday through Friday, although hours worked may be greater based upon operational requirements. The job requires excellent oral and written command of the English language. Resumes must be submitted in English.
Job Description:
As an associate in the Financial Planning & Analysis (FP&A) team, you will support in financial forecasting, external analytics, and strategic financial projects. You will prepare and analyze financial data to develop accurate forecasts, maintain and enhance financial models, and collaborate with automation analysts to improve report visualization and streamline processes.
You will ensure that financial models and reports are accurate, up-to-date, and effectively presented to support decision-making.
Essential Functions:
- Assist in preparing financial analyses and forecasts, ensuring accuracy and consistency in methodologies and deliverables.
- Support the maintenance and updating of financial models, including integrating updated historical data into monthly forecasts.
- Collaborate with Automation Analysts to contribute to the development of data visualizations and reports using tools such as Power BI or Tableau.
- Review financial data and reports, identifying discrepancies or areas for improvement to support decision-making processes.
- Participate in various financial projects, providing data analysis and insights to align with company objectives
- 100% fluency in English, with exceptional English verbal and written communication skills
- 3–6 years of experience as an Associate in an investment bank, focusing on M&A and financial forecasting.
- Strong knowledge of financial statements, investment modeling, M&A, project finance/structured finance, debt structuring, and accounting
- Experience with US GAAP and IFRS.
- Expert in Excel Financial Modelling and Powerpoint. (Modeling and programming)
- Strong proficiency in financial modeling and forecasting.
- Prior experience in the financial/banking sector or similar organizations.
- Experience with Microsoft 365: Outlook, Excel, Word, PowerPoint and Teams
- Excellent communication skills with the ability to guide and mentor team members.
- Strong analytical skills and attention to detail.
- Experience integrating and analyzing business units for comprehensive financial forecasting.
- You must have your own laptop or desktop to use (the company does not supply equipment)
- Contract (Contractor)/Consultant position
- Compensation DOE
- 11 US Paid Holidays
Join World Business Lenders as a Financial Forecast/Investment Associate and take the reins on exciting financial forecasting and analysis projects! WBL specializes in providing short-term, collateralized commercial loans to small and medium-sized businesses across the United States, and we pride ourselves on our 100% remote workforce. As part of our dynamic Financial Planning & Analysis (FP&A) team, you will get hands-on experience preparing and analyzing financial data, which is crucial for developing accurate forecasts. Your role will involve maintaining and enhancing financial models and collaborating with automation analysts to streamline our processes and improve report visualization using tools like Power BI or Tableau. In this collaborative environment, your analytical skills will shine as you identify discrepancies in financial data, ensuring that our reports are reliable and support executive decision-making. If you have 3–6 years of experience in investment banking with a focus on M&A and financial forecasting, we want you! You should be proficient in Excel financial modeling, have a strong understanding of US GAAP and IFRS, and have excellent communication skills. With flexible working hours and the opportunity for career growth, this contract position offers 11 US Paid Holidays along with competitive compensation based on experience. Bring your expertise to a leadership role where you can guide and mentor others while making an impact on WBL’s success.
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