FP&A/Investment Analyst - Colombia

As an FP&A/Investment Analyst at World Business Lenders, your primary responsibilities will include updating and maintaining the financial forecast model, collaborating on accounting integration for different business units, and ensuring accurate data entry for financial reporting. You'll also prepare monthly financial reports and assist in creating visual presentations using tools like Power BI and Tableau.

To qualify for the FP&A/Investment Analyst position at World Business Lenders, candidates should have a Bachelor’s degree in Accounting, Finance, or a related field and at least two years of experience in accounting or financial forecasting. Proficiency in advanced Excel is essential, along with experience using Power BI or Tableau for data visualization.

Yes, the FP&A/Investment Analyst position at World Business Lenders is entirely remote. The company operates with a 100% remote workforce, providing flexibility and the opportunity to work from anywhere while collaborating with a team of professionals.

Candidates for the FP&A/Investment Analyst role at World Business Lenders should be proficient in Microsoft Office applications, particularly Excel, Outlook, Word, and PowerPoint. Familiarity with financial modeling and data visualization tools like Power BI or Tableau is highly desirable.

FP&A/Investment Analysts at World Business Lenders typically work from 9:00 AM to 6:00 PM Eastern time, Monday through Friday. However, hours may vary depending on operational needs, so candidates should be prepared for some flexibility in their schedules.

When answering this question, highlight your relevant experience in financial forecasting, such as the methods you've used, tools like Excel or financial modeling software, and specific examples of forecasts you've prepared that informed business decisions. Provide metrics if possible.

Discuss your attention to detail and the processes you implement to verify data accuracy, such as cross-referencing data from multiple sources, employing data validation techniques, and performing regular audits of your entries to catch any discrepancies.

Use this opportunity to narrate a specific instance where you performed a complex financial analysis. Discuss the tools you used, the data you analyzed, the challenges you faced, and how your analysis impacted business decisions positively.

Talk about your experience with data visualization tools, providing examples of how you've used them to create insightful reports or dashboards that helped stakeholders understand financial data better. Mention any specific projects you were involved in.

Explain how you assess tasks based on deadlines and impact, possibly using a prioritization matrix. Share any tools or techniques you employ to stay organized, such as task management software or checklists.

In your response, mention the communication tools and strategies you use to remain connected with team members while working remotely. Highlight the importance of clear communication and regular check-ins, and how you adapt to different time zones.

Discuss your understanding of key accounting principles and provide examples of how you've applied these principles in your previous roles. Mention specific accounting tasks you performed and how they contributed to financial clarity for the organization.

Illustrate your ability to communicate complex information simply. Describe a situation where you broke down financial data to stakeholders and the method you used, such as visual aids or straightforward language to ensure understanding.

Emphasize your commitment to professional development. Mention courses, certifications, webinars, or resources you actively pursue to stay up-to-date with industry trends, tools, and financial regulations.

Align your personal and professional goals with WBL’s mission. Discuss your passion for supporting small businesses through finance, your interest in the company’s focus on financial services, and how your skills can add value to their team.