FP/A/Investment Analyst
hace 4 semanas
About World Business Lenders (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:
The FP&A/Investment Analyst will support the financial planning and analysis (FP&A) function, focusing on accounting-related tasks, financial forecasting, and data analysis. This role requires experience in accounting, financial forecasting, and advanced Excel skills. The FP&A/Investment Analyst will work closely with the team lead to ensure accurate financial data entry, modeling, and reporting, providing critical insights to support the company’s investment and financial planning activities.
Essential Functions:
1. Assist the Team Lead in updating and maintaining the financial forecast model, ensuring accurate and timely integration of historical data and projections.
2. Perform monthly updates to the financial forecast model, ensuring all financial information is correct and up to date.
3. Collaborate on accounting integration for different business units.
4. Input and validate financial data related to accounting, ensuring that all inputs are accurate. Work with the FP&A/Investment Analyst and Team Lead to ensure that data entry supports accurate financial reporting and analysis.
5. Support the FP&A Team Lead by providing reliable and accurate financial data for use in company forecasts and investment analysis. Contribute to the preparation and review of monthly financial reports and ensure all accounting-related data is well integrated.
6. Assist in the creation of financial reports and presentations. Ensure the accuracy of data presented in Power BI, Tableau, or other visualization tools, making sure that the accounting information is well-represented.
Minimum 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.
- You must have your own laptop or desktop to use (the company does not supply equipment).
Additional Details:
- Contract (Contractor)/Consultant position.
- Compensation DOE.
- 11 US Paid Holidays.
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