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

Role Description

The FP&A Team Lead is a hands-on owner of a defined area within the FP&A function. The Team Lead is responsible for the quality, timeliness, and business usefulness of work in that area while leading and developing FP&A Analysts.

• Current Team Lead assignments are Corporate Planning & Performance and Portfolio & Capital.
• Team Leads are expected to support the broader FP&A function as needed, but hiring and performance expectations will emphasize the assigned area.

Functional Assignment

• Corporate Planning & Performance:
  • Annual budget and reforecasts
  • Consolidated three-statement forecast
  • Operating expense and headcount planning
  • Variance analysis
  • Management reporting
• Portfolio & Capital:
  • Origination and portfolio forecasting
  • NPL, REO, and recovery forecasting
  • Cash and liquidity
  • Facility and covenant forecasting
  • Capital scenarios

Key Responsibilities

• Lead, prioritize, and coordinate the day-to-day work of FP&A Analysts, including reviewing work and providing coaching and feedback.
• Own recurring models, forecasts, analyses, and reporting within the assigned functional area.
• Review financial models and analyses for accuracy, logical consistency, methodology, transparency, and usability, and reconcile outputs to source data and financial statements.
• Analyze financial and operating results, identify material drivers, challenge assumptions, and develop clear management explanations.
• Lead scenario, sensitivity, and other decision-support analyses within the assigned area.
• Work with Accounting, Operations, and other departments to obtain required inputs, resolve discrepancies, and improve reporting accuracy.
• Maintain clear assumptions, supporting schedules, version control, change logs, and process documentation for key models and reports.
• Improve, standardize, and automate recurring FP&A processes and reporting.
• Support broader FP&A, due-diligence, and strategic projects as needed.

Qualifications

• Bachelor's degree or equivalent experience in Finance, Accounting, Economics, Mathematics, Business Administration, Data Analytics, or a related field.

Requirements

• Five or more years of progressive experience in FP&A, financial modeling, or a closely related finance role.
• Prior experience leading, reviewing, mentoring, or coordinating the work of analysts or other finance professionals.
• Strong understanding of the income statement, balance sheet, and cash-flow statement, including the ability to build and connect a three-statement model from scratch in Excel.
• Advanced Excel and financial-modeling skills, including scenario analysis, model construction, and reconciliation to source data.
• Strong analytical judgment and the ability to identify material business drivers in large or incomplete datasets.
• Ability to communicate financial results, assumptions, risks, and recommendations clearly to finance and non-finance stakeholders.
• Demonstrated depth in at least one functional assignment listed above; candidates are not expected to be experts in both.
• Ability to manage recurring deadlines and maintain regular communication in a remote environment.

Preferred Qualifications

• Experience in commercial lending, mortgage lending, specialty finance, banking, or another financial-services environment.
• Experience with consolidated planning and forecasting, lending or portfolio analysis, liquidity and capital planning, or related work aligned with the assigned area.
• Experience improving or automating recurring financial models and reporting processes.

Benefits

• 💰 USD compensation
• 🏖️ 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!