FP&A Investment Analyst

Summary

Join World Business Lenders (WBL) as a remote Contract/Consultant FP&A/Investment Analyst! This role supports the financial planning and analysis (FP&A) function, focusing on accounting tasks, financial forecasting, and data analysis. You will assist the Team Lead in maintaining the financial forecast model, perform monthly updates, collaborate on accounting integration, and input/validate financial data. The position requires strong accounting and financial modeling skills, proficiency in Excel, and excellent communication skills. A Bachelor's degree in a related field and 2 years of relevant experience are preferred. WBL offers 11 US paid holidays and compensation determined by experience.

Requirements

• 100% fluency in English, with exceptional English verbal and written communication skills
• Bachelor’s degree in Accounting, Finance, or a related field
• Experience with Microsoft: Outlook, Excel, Word, PowerPoint required; Teams experience required
• You must have your own laptop or desktop to use (the company does not supply equipment)

Responsibilities

• Assist the Team Lead in updating and maintaining the financial forecast model, ensuring accurate and timely integration of historical data and projections
• Perform monthly updates to the financial forecast model, ensuring all financial information is correct and up to date
• Collaborate on accounting integration for different business units
• Input and validate financial data related to accounting, ensuring that all inputs are accurate. Work with the FP&A/Investment Analyst and Team Lead to ensure that data entry supports accurate financial reporting and analysis
• Support the FP&A Team Lead by providing reliable and accurate financial data for use in company forecasts and investment analysis. Contribute to the preparation and review of monthly financial reports and ensure all accounting-related data is well integrated
• Assist in the creation of financial reports and presentations. Ensure the accuracy of data presented in Power BI, Tableau, or other visualization tools, making sure that the accounting information is well-represented

Preferred Qualifications

• 2 years of experience in accounting, financial forecasting, or related roles
• Experience in accounting and financial modeling tools, with Power BI or Tableau
• Knowledge in “multi-product”
• Experience in banking or retail industry
• Strong understanding of accounting principles, financial forecasting, and data analytics
• Ability to work collaboratively in a team and communicate effectively with different stakeholders

Benefits

• 11 US Paid Holidays
• Compensation DOE