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Remote - Financial Forecast / Investment Associate
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Remote - Financial Forecast / Investment Associate
Job summary
A financial services company based remotely is seeking a Financial Analyst to assist with financial analyses and forecasts. Applicants should have 5-6 years experience in investment banking with a focus on M&A, strong expertise in financial modeling, and excellent command of English. This position offers the opportunity to work from home while collaborating on financial projects.
Qualifications
- 5-6 years of experience in an investment bank focusing on M&A.
- Strong knowledge of financial statements and debt structuring.
- Experience with US GAAP and IFRS.
Responsibilities
- Assist in preparing financial analyses and forecasts.
- Support the maintenance of financial models with updated data.
- Collaborate to develop data visualizations and reports.
Skills
Tools
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 services its loan portfolio and loan portfolios for third parties, specializing in the management of non-performing loan pools and REO.
WBL is a U.S.-based company with a 100% remote workforce.
This is a remote Contract/Consultant position.
Working hours will be 9:00am-6:00pm Eastern Time, Monday through Friday.
The job requires excellent oral and written command of the English language. Resumes must be submitted in English.
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
- 100% fluency in English, with exceptional English verbal and written communication skills
- 5–6 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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.