Financial Forecast Investment Associate

Summary

Join World Business Lenders (WBL) as a remote Contract/Consultant in the Financial Planning & Analysis (FP&A) team. You will support financial forecasting, external analytics, and strategic financial projects. Responsibilities include preparing and analyzing financial data, maintaining and enhancing financial models, and collaborating with automation analysts. The role requires strong financial modeling skills, experience in investment banking, and excellent communication abilities. This is a 100% remote position with a set daily schedule, though hours may vary. Compensation is determined based on experience, and the position includes 11 US paid holidays.

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)

Responsibilities

• 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

Benefits

11 US Paid Holidays