Investment Associate – Financial Forecast

Job not on LinkedIn

September 4

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Logo of World Business Lenders, LLC

World Business Lenders, LLC

Finance • B2B • Fintech

World Business Lenders, LLC is a direct lender that specializes in providing real-estate secured business loans to small-to-medium-sized businesses. The company focuses on serving under-served businesses that lack access to traditional funding, facilitating access to capital for business expansion and growth. With a strong management team experienced in financial services, World Business Lenders offers working capital solutions to foster the development of successful small businesses.

201 - 500 employees

💸 Finance

🤝 B2B

💳 Fintech

📋 Description

• 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 • Work remotely as a contract/consultant; prepare deliverables for WBL, a U.S.-based short-term real-estate collateralized commercial lender • Perform duties during Eastern Time business hours (9:00am-6:00pm ET, Mon-Fri)

🎯 Requirements

• 100% fluency in English, with exceptional English verbal and written communication skills • 5–6 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) • Resumes must be submitted in English • Working hours: 9:00am-6:00pm Eastern Time, Monday through Friday

🏖️ Benefits

• CONTRACT/CONSULTANCY POSITION • PTO Available • USD base salary • 100% Work from home

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