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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
What You Should Know About Financial Forecast/Investment Associate, World Business Lenders, LLC

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.

Frequently Asked Questions (FAQs) for Financial Forecast/Investment Associate Role at World Business Lenders, LLC
What does a Financial Forecast/Investment Associate do at World Business Lenders?

At World Business Lenders, a Financial Forecast/Investment Associate plays an essential role in the Financial Planning & Analysis (FP&A) team. This position focuses on preparing financial analyses and forecasts, maintaining financial models, and collaborating with automation analysts to enhance report visualization. You’ll be responsible for ensuring that financial reports are accurate and insightful, aiding decision-making processes.

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What qualifications are needed for the Financial Forecast/Investment Associate position at WBL?

To be considered for the Financial Forecast/Investment Associate role at World Business Lenders, candidates should have 3–6 years of experience in investment banking, specializing in M&A and financial forecasting. A strong knowledge of financial statements, debt structuring, and proficiency in advanced Excel modeling is essential, along with fluency in English.

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What tools do Financial Forecast/Investment Associates use at WBL?

Financial Forecast/Investment Associates at World Business Lenders use various tools to perform their duties, including advanced Excel for financial modeling, Microsoft 365 Suite (Outlook, Excel, Word, PowerPoint, Teams), and visualization tools like Power BI or Tableau. Familiarity with US GAAP and IFRS standards is also important for this role.

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Is the Financial Forecast/Investment Associate position full-time or contract at WBL?

The Financial Forecast/Investment Associate position at World Business Lenders is a contract/consultant role. Candidates will enjoy flexible working conditions and the opportunity to work entirely remotely, making it an ideal position for talented professionals seeking work-life balance.

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How does the remote work structure function for Financial Forecast/Investment Associates at WBL?

World Business Lenders is a fully remote company, allowing Financial Forecast/Investment Associates to work from anywhere. Generally, the working hours are from 9:00 AM to 6:00 PM Eastern, Monday through Friday, though flexibility is an option based on operational needs. It's important for candidates to have their own laptop or desktop to perform their work effectively.

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Common Interview Questions for Financial Forecast/Investment Associate
Can you explain your experience with financial modeling in your previous roles?

In the interview, focus on specific financial models you've developed in past positions. Highlight your proficiency in Excel and your experience with integrating historical data into forecasts or projections, showcasing your analytical prowess and understanding of financial mechanisms.

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How do you ensure accuracy in your financial forecasts?

Discuss your systematic approach to accuracy, detailing the processes you follow to validate data inputs and outputs. Mention techniques like cross-referencing historical data and reviewing methodologies with team members to enhance reliability in your forecasts.

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What experience do you have with financial reporting tools like Power BI or Tableau?

When answering, reflect on specific projects where you've utilized Power BI or Tableau. Highlight your ability to create engaging visualizations that effectively communicate complex data and support strategic decision-making.

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How do you handle discrepancies in financial data?

Share examples of how you proactively identify and resolve discrepancies in financial data. Emphasize your analytical skills and collaborative mindset, discussing how you communicate findings with stakeholders to maintain accuracy in reporting.

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Describe a time when you contributed to a team project in a financial setting.

Use the STAR (Situation, Task, Action, Result) method to describe your contribution. Focus on your role in the team and how your analytical skills helped in achieving the project's financial goals, showcasing your ability to collaborate effectively.

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What is your understanding of US GAAP and IFRS?

Describe the key differences between US GAAP and IFRS. Be prepared to discuss how these standards impact financial reporting practices, emphasizing your knowledge and experience in applying these regulations within an investment banking context.

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How do you prioritize your work when dealing with multiple financial projects?

Discuss your organizational skills and methods for prioritizing tasks effectively. Mention tools or strategies you use to manage your workload and how you communicate with team members to ensure deadlines are met without sacrificing quality.

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What role do you see data visualization playing in financial analysis?

Explain the importance of data visualization in presenting financial analyses, emphasizing how visuals can enhance comprehension and inform strategic decisions. Share examples of how you have used visualization to clarify complex data in past projects.

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How do you guide and mentor junior team members in financial modeling?

Discuss your approach to mentoring, including how you foster a collaborative learning environment. Share examples of how you’ve successfully guided junior staff in developing their financial modeling skills and ensuring quality in their deliverables.

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What motivates you to work in financial forecasting?

Share your passion for financial analysis and forecasting, mentioning how it contributes to a company’s growth and success. Discuss aspects of the role you find rewarding, such as turning data into insights or influencing strategic business decisions.

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EMPLOYMENT TYPE
Contract, remote
DATE POSTED
January 14, 2025

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