Remote Financial Forecast/Investment Associate

Sorry, this job was removed at 08:07 a.m. (CST) on Thursday, May 08, 2025
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Hiring Remotely in Aguadilla, PRI
In-Office or Remote
Financial Services
The Role

Description

About World Business Lenders (

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.

Location:

100% Remote for Turkey, Latam and India

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
  • 100% Remote
  • Compensation DOE
  • PTO

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The Company
HQ: Elmsford, NY
252 Employees
Year Founded: 2011

What We Do

At World Business Lenders (WBL) Our motto, 'We Lend. You Grow'​ is simple, yet powerful. We make working capital available to eligible businesses for expansion and growth. WBL was founded by a seasoned team of entrepreneurs with strong track records of launching, financing and growing successful small businesses. We understand what businesses need in terms of working capital, and are well-aware of how little is actually available for small businesses in the current marketplace. WBL understands how additional working capital can help you navigate your business to maximum success. Our unique approach to lending makes your business the focal point for loan decisions. Instead of concentrating on personal assets and a business owner's credit score, we believe the history and financial performance of your business should outweigh all other factors in our decision making process. WBL bases each loan decision on your business’s ability to make affordable daily payments to satisfy the loan. While there are many challenges small business owners face, WBL believes access to working capital shouldn't be one of them. WBL's sole focus is making loans to small businesses. This is all we do! We Lend. You Grow.

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