Financial Planning and Analysis Analyst

Summary

Join World Business Lenders (WBL) as a remote FP&A Analyst! This contract/consultancy position involves analyzing large datasets, identifying trends, and providing actionable insights to support business strategies. You will collaborate with various departments, ensuring data-driven decision-making. The role requires expertise in data science and advanced analytical techniques, along with experience in financial analysis and modeling within the financial lending or mortgage industry. A bachelor's degree in a related field and 3 years of progressive experience are required. The position offers PTO and a salary between $1000 and $1300 USD. Work is 100% remote, with hours from 9:00 am to 6:00 pm ET, Monday-Friday. You must provide your own equipment.

Requirements

• Bachelor’s degree or equivalent in Accounting, Finance, Mathematics, Business Administration, Economics, Data Modeling Sciences or a related field
• 3 years progressive experience in financial analysis/modeling with data analysis in the financial lending or mortgage industry
• Solid knowledge of the principles of general business, accounting, quantitative analysis and finance
• Excellent English fluency, both written and verbal
• You must have your own laptop or desktop to use (the company does not supply equipment)

Responsibilities

• Support all FP&A work lead by Department Head
• Provide comprehensive historical datasets to feed FP&A reports
• Support developing multi-layer structured Portfolio Modelling and Forecasts creation
• Provide supportive reports such as, break-even, scenario-based and modelling reports
• Analyze and audit monthly financial results and update those in ongoing modelling phase
• Make monthly forecast-actual analysis and prepare Executive reports for explaining discrepancies
• Audit exiting Financial Models for accuracy, functionality, reporting, simpleness and transparency perspective with other FP&A principles
• Develop management reports and automation
• FP&A projects requires financial background and experience in budgeting and forecasting, preparation of sets of financial statements including cashflow
• Support financial and functional due diligence requests for corporate transactions

Preferred Qualifications

• Banking experience and background highly preferred
• High degree of proficiency in Excel, including complex financial analysis/modeling
• Advanced VBA and SQL coding knowledge
• Advanced Excel knowledge (PMT, IRR and similar financial formulas)
• Experience with Power BI Ability to produce dashboards in Excel

Benefits

• PTO Available
• USD salary ($1000 - $1300)
• 100% Work from home