FP&A/Investment Analyst
hace 3 semanas
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.
This is a remote Contract/Consultant position. 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:
Our company is seeking an FP&A/Investment Analyst to support the financial planning and analysis (FP&A) function, focusing on accounting-related tasks, financial forecasting, and data analysis. The ideal candidate will have experience in accounting, financial forecasting, and advanced Excel skills.
Key Responsibilities:
• Assist the Team Lead in updating and maintaining the financial forecast model, ensuring accurate and timely integration of historical data and projections.
• Perform monthly updates to the financial forecast model, ensuring all financial information is correct and up-to-date.
• Collaborate on accounting integration for different business units.
• Input and validate financial data related to accounting, ensuring that all inputs are accurate.
• Support the FP&A Team Lead by providing reliable and accurate financial data for use in company forecasts and investment analysis.
Requirements:
- 100% fluency in English, with exceptional English verbal and written communication skills
- Bachelor's degree in Accounting, Finance, or a related field
- 2 years of experience in accounting, financial forecasting, or related roles preferred
- Experience in accounting and financial modeling tools, with Power BI or Tableau preferred
- Knowledge in "multi-product"
- Experience in banking or retail industry
- Strong understanding of accounting principles, financial forecasting, and data analytics
- Ability to work collaboratively in a team and communicate effectively with different stakeholders
- Experience with Microsoft: Outlook, Excel, Word, PowerPoint required; Teams experience required
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