Remote 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.

Location:

100% Remote for Turkey, Latam and India

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

Requirements

• 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)

Benefits

• Contract (Contractor)/Consultant position
• 100% Remote
• Compensation DOE
• PTO