Head of Financial Planning

🔥 0 minutes ago

🌐 Turkey, Argentina, +4 more countries – Remote

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⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Logo of World Business Lenders, LLC

World Business Lenders, LLC

201 - 500 employees

💸 Finance

🤝 B2B

💳 Fintech

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.

📋 Description

• Direct company-wide budgeting, forecasting, financial planning, and management reporting • Manage annual budgets, periodic reforecasts, and long-term financial plans • Develop and maintain consolidated income statement, balance sheet, and cash-flow forecasts • Oversee origination and loan portfolio forecasting, including NPL, REO, recoveries, and portfolio performance impacts • Forecast cash requirements, liquidity, financing facility utilization, and covenant compliance • Evaluate capital needs under different business scenarios • Build and review financial models, scenario analyses, and sensitivity analyses • Evaluate channel and product profitability, unit economics, pricing, and proposed business initiatives • Prepare management reports comparing actual results with budgets and forecasts, explain variances, and recommend corrective actions • Partner with department heads on assumptions, staffing, expenditures, and performance • Present financial plans, forecasts, performance analyses, and recommendations to executives, investors, and boards • Apply U.S. GAAP and IFRS to financial planning and reporting • Manage FP&A team leaders and analysts, assign priorities, review work, and provide coaching and feedback • Establish controls over financial models and reports, including assumptions, reconciliations, version control, and change logs • Standardize and automate planning and reporting processes • Resolve data discrepancies and oversee financial analysis for due diligence and special projects

🎯 Requirements

• At least 20 years of progressive finance experience, including a minimum of eight years leading FP&A or financial planning teams • Demonstrated experience in a senior finance leadership role • Extensive, hands-on knowledge of both U.S. GAAP and IFRS, with demonstrated ability to apply both frameworks to financial planning and reporting • Expertise in financial modeling and scenario analysis • Proven record of working with department heads and presenting financial plans, results, and recommendations to executive teams, investors, and boards • A recognized professional qualification, such as CPA, CA, or equivalent, and a degree in finance, accounting, or economics • Advanced Microsoft Excel skills, including the ability to build, connect, and review three-statement financial models and reconcile outputs to source data and financial statements • Sound financial judgment and ability to identify significant performance drivers, assess assumptions, and resolve gaps in financial and operational data • Excellent written and verbal English communication skills • Demonstrated ability to manage competing priorities, recurring deadlines, and a remote finance team • Must be available Monday–Friday, 9:00 AM–6:00 PM Eastern Time • Must have a stable internet connection and professional remote working setup • Resume must be submitted in English

🏖️ Benefits

• Compensation in USD • Paid time off (PTO) • Fully remote work environment

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