FP&A/Investment Finance Specialist
hace 1 semana
WBL California, LLC provides short-term commercial loans to small and medium-sized businesses across the United States. As a 100% remote company, we offer flexibility and work-life balance.
This is a contract position with working hours from 9:00am-6:00pm Eastern, Monday through Friday. Fluency in English is essential for this role.
Job DescriptionThe FP&A/Investment Finance Specialist will support our financial planning and analysis function, focusing on accounting-related tasks, financial forecasting, and data analysis. This role requires experience in accounting, financial modeling, and advanced Excel skills.
We are seeking an experienced professional to join our team as an FP&A/Investment Finance Specialist. In this role, you will work closely with our team lead to ensure accurate financial data entry, modeling, and reporting, providing critical insights to support our investment and financial planning activities.
- Update and maintain the financial forecast model, ensuring accurate and timely integration of historical data and projections.
- Perform monthly updates to the financial forecast model, ensuring all financial information is correct and up-to-date.
- Collaborate on accounting integration for different business units.
- Input and validate financial data related to accounting, ensuring that all inputs are accurate.
- Support the FP&A Team Lead by providing reliable and accurate financial data for use in company forecasts and investment analysis.
- 100% fluency in English, with exceptional verbal and written communication skills.
- Bachelor's degree in Accounting, Finance, or a related field.
- 2 years of experience in accounting, financial forecasting, or related roles preferred.
- Experience in accounting and financial modeling tools, with Power BI or Tableau preferred.
- Strong understanding of accounting principles, financial forecasting, and data analytics.
- Ability to work collaboratively in a team and communicate effectively with different stakeholders.
- Experience with Microsoft: Outlook, Excel, Word, PowerPoint required; Teams experience required.
- Salary: $60,000 - $80,000 per annum, depending on experience.
- 11 US Paid Holidays.
- Contract (Consultant) position.
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