[Hiring] FP&A Analyst @World Business Lenders, LLC

Role Description

The FP&A Analyst will support the Head of FP&A in preparing, maintaining, and analyzing financial models, forecasts, budgets, cash-flow projections, and management reports.

• Collect, organize, validate, and maintain historical financial and operational data used in FP&A reporting and financial models.
• Support the preparation and maintenance of monthly forecasts, annual budgets, cash-flow forecasts, portfolio models, and long-term financial projections.
• Prepare monthly actual-to-budget and actual-to-forecast variance analyses.
• Investigate material variances, identify their underlying drivers, and prepare clear explanations for management and executive reporting.
• Update financial models with monthly actual results and revised business assumptions.
• Prepare break-even, scenario, sensitivity, and other decision-support analyses.
• Review existing financial models for formula accuracy, logical consistency, functionality, transparency, and ease of use.
• Reconcile model outputs and management reports to source data and financial statements.
• Maintain clear model assumptions, supporting schedules, version control, change logs, and process documentation.
• Support the preparation of recurring management reports, executive reporting packages, and Excel-based dashboards.
• Assist with the annual budgeting and forecasting process by collecting business-unit inputs, reviewing submissions, and consolidating them into company-level forecasts and budgets.
• Prepare cash-flow forecasts and financial projections to support liquidity management and strategic planning.
• Work with Accounting, Operations, and other departments to obtain required data, resolve discrepancies, and improve reporting accuracy.
• Support financial and functional due-diligence requests related to corporate transactions, as needed.
• Identify opportunities to improve, standardize, and automate recurring reporting processes using Excel and other available reporting tools.
• Perform ad hoc financial analysis and other FP&A projects as assigned by the Head of FP&A.

Qualifications

• Bachelor’s degree or equivalent experience in Finance, Accounting, Economics, Mathematics, Business Administration, Data Analytics, or a related field.
• Two to five years of progressive experience in FP&A, financial analysis, financial modeling, budgeting, forecasting, accounting analysis, or a related finance position.
• Strong understanding of financial statements, including the income statement, balance sheet, and cash-flow statement.
• Experience preparing budgets, forecasts, cash-flow projections, and actual-to-forecast variance analyses.
• Advanced proficiency in Microsoft Excel, including:
• Financial formulas and functions
• Pivot tables and charts
• Lookup and conditional formulas
• Scenario and sensitivity analysis
• Financial model construction
• Excel-based reporting and dashboards
• Working with large datasets
• Ability to review financial information, identify discrepancies, and reconcile reports to source data.
• Strong analytical and quantitative problem-solving skills.
• High attention to detail and a strong commitment to accuracy.
• Ability to organize multiple recurring deliverables and meet reporting deadlines in a remote environment.
• Ability to explain financial results and variances clearly to both finance and non-finance stakeholders.
• Excellent written and verbal English communication skills.
• Ability to work independently while maintaining regular communication with the Head of FP&A and other stakeholders.
• Reliable laptop or desktop computer and internet connection suitable for remote work.

Preferred Qualifications

• Experience in commercial lending, mortgage lending, specialty finance, banking, or another financial-services environment.
• Experience working with loan-level, portfolio, or other high-volume financial datasets.
• Experience developing management reports or dashboards in Power BI.
• Experience supporting multi-entity, multi-business-unit, or consolidated budgeting and forecasting processes.

Benefits

• 💰 USD compensation: $1,000–$1,500, with up to $1,800 considered for candidates with exceptional expertise or relevant experience.
• 🏖️ Paid Time Off (PTO)
• 🌍 Fully remote — work from wherever you do your best work!

Ready to Apply?

If this sounds like you, we'd love to hear from you - submit your CV in English and hit Apply!