FP&A/Investment Analyst - Costa Rica

As the FP&A/Investment Analyst at World Business Lenders, you will be responsible for supporting the financial forecasting and analysis function. Key responsibilities include maintaining and updating the financial forecast model, validating financial data entry, assisting in the creation of monthly financial reports, and collaborating closely with the team lead on accounting integration across various business units.

Candidates applying for the FP&A/Investment Analyst role at World Business Lenders should possess a Bachelor’s degree in Accounting, Finance, or a related field, along with at least two years of experience in accounting or financial forecasting. Proficiency in advanced Excel is essential, and knowledge of tools like Power BI and Tableau is preferred.

To excel as an FP&A/Investment Analyst at World Business Lenders, candidates should demonstrate a strong understanding of accounting principles, financial forecasting, and data analytics. Exceptional verbal and written communication skills in English are crucial, alongside the ability to collaborate effectively with team members and stakeholders.

Yes, the FP&A/Investment Analyst role at World Business Lenders is a fully remote position, offering flexibility while allowing you to work from the comfort of your own home. This contract/consultant position promotes a healthy work-life balance!

For the FP&A/Investment Analyst position at World Business Lenders, candidates should be familiar with Microsoft Office Suite, particularly Excel, as well as financial modeling tools like Power BI and Tableau. Experience with Teams is also required for effective communication and collaboration within the remote work environment.

When answering this question, it's valuable to detail specific forecasting models you've used in past roles, how they were developed, and any insights derived from them that benefited your organization. Highlight your approach to utilizing historical data and current market trends in your forecasting.

Discuss your methods for data validation, such as cross-referencing entries with original documents and utilizing software checks. Emphasize the importance of meticulous reviews and arrangements you put in place to collaboratively verify data integrity with team members.

Provide a comprehensive overview of the financial modeling tools you've used, such as Excel, Power BI, or Tableau. Discuss specific projects where you utilized these tools, explaining how they aided in your analytics and decision-making processes.

Outline your approach to time management and prioritization strategies, detailing methods you use to assess urgency and importance in task execution. Highlight your ability to communicate with team leads to ensure alignment on priorities.

Share a concrete example where teamwork was instrumental in achieving a successful outcome. Discuss your role, how you engaged with different stakeholders, and the positive results that stemmed from your collaboration.

Demonstrate your grasp on key accounting principles such as revenue recognition, expense matching, and the importance of maintaining compliance with regulations. Relate this understanding to how it impacts your role in financial planning and reporting.

Explain your systematic approach to identifying, investigating, and resolving discrepancies. Emphasize the importance of being thorough and maintaining open communication with colleagues to ensure transparency in your findings.

Share a specific challenge, such as an unexpected budget variance. Discuss the steps you took to analyze the situation, communicate with stakeholders, and implement strategies to mitigate the problem, illustrating your ability to learn and adapt.

Discuss the critical role FP&A plays in supporting strategic planning through data-driven insights and forecasts. Highlight how accurate projections and thorough analyses help guide investment decisions and resource allocation.

Emphasize the significance of clear and concise communication in presenting financial data and reports to diverse audiences. Share examples of how effective communication has led to better understanding and collaboration in previous roles.