Financial Forecast/Investment Associate - Latam

World Business Lenders, LLC; Puerto Rico; Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a skilled financial analyst to join their remote team. In this role, you will support financial forecasting and strategic projects, ensuring data accuracy and enhancing financial models. This position requires a strong command of financial principles and tools like Excel and Power BI, along with excellent communication skills to mentor team members. If you have a passion for finance and want to contribute to impactful projects in a dynamic environment, this opportunity is perfect for you. Join a company that values your expertise and offers a flexible remote work setting.

Benefits

11 US Paid Holidays

Flexible work hours

Remote work opportunity

Qualifications

• 3-6 years in investment banking, focusing on M&A and financial forecasting.
• Expertise in financial modeling, GAAP, and IFRS required.

Responsibilities

• Prepare financial analyses and forecasts ensuring accuracy.
• Collaborate on data visualizations and streamline reporting processes.

Skills

Financial Modeling

Financial Forecasting

Communication Skills

Analytical Skills

Attention to Detail

Team Mentoring

Education

Bachelor's Degree in Finance or related field

Tools

Excel

Power BI

Tableau

Microsoft 365

Job description

About World Business Lenders (www.wbl.com)
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:
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.
• Compensation DOE.
• 11 US Paid Holidays.

Seniority level

Mid-Senior level

Employment type

Contract

Job function

Finance and Sales

Industries

IT Services and IT Consulting