World Business Lenders, LLC

Investment Associate – Financial Forecast

World Business Lenders, LLC

contract

Posted on:

Origin:  • 🇧🇷 Brazil

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Job Level

JuniorMid-Level

Tech Stack

Tableau

About the role

  • 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