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Financial Planning Team Lead - Heredia, Costa Rica

Remote:

Full Remote

Contract:

Freelance

Experience:

Senior (5-10 years)

Work from:

Turkey, Costa Rica

Offer summary

Qualifications:

100% fluency in English required, 5 years in financial planning analysis, Leadership experience preferred, Proficiency in financial modeling and forecasting, Experience with Power BI or Tableau.

Key responsabilities:

Oversee financial forecasting and analytics tasks
Guide and review FPA Analysts' work
Collaborate on data visualization projects
Update financial forecast model monthly
Lead various financial projects aligning with company goals

World Business Lenders, LLC Financial Services SME https://wbl.com/

201 - 500 Employees

See more World Business Lenders, LLC offers

Job description

About World Business Lenders (www.wbl.com)

World Business Lenders (WBL) provides general purpose short-term real estate collateralized commercial loans to a broad customer base comprised of small and medium sized businesses throughout the United States that lack access to traditional funding.

WBL is a U.S.-based company with a 100% remote workforce.

This is a remote Contract/Consultant position. Generally, working hours will be 9:00am-6:00pm Eastern, Monday through Friday, although hours worked may be greater based upon operational requirements. The job requires excellent oral and written command of the English language. Resumes must be submitted in English.

Job Description:

As the Team Lead for Financial Planning & Analysis (FP&A), the team lead will oversee and manage all tasks related to financial forecasting, external analytics, and other strategic financial projects. The team lead will be responsible for guiding FP&A analysts in data preparation and analysis, reviewing their work, and coordinating with automation analysts for report visualization. The team lead will also ensure that all financial models and forecasts are accurate, up-to-date, and effectively presented to support business decision-making.

Responsibilities:

Instruct and guide FP&A Analysts on financial analysis projects, methodologies, and deliverables.
Review completed analyses, including both the numbers and methodologies, ensuring accuracy and consistency.
Collaborate with Automation Analysts to create effective visualizations of financial data through platforms such as Power BI.
Approve and suggest changes to visual reports, ensuring clarity and alignment with business objectives.
Monthly updates of the financial forecast model, including the integration of updated historical data.
Lead and execute various financial projects as needed, ensuring alignment with company goals and delivering actionable insights.

Requirements

100% fluency in English, with exceptional English verbal and written communication skills
5 years of experience in financial planning & analysis, with leadership experience preferred.
Strong proficiency in financial modeling and forecasting.
Experience with Power BI or Tableau for data visualization is preferred.
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.
Experience with Microsoft: Outlook, Excel, Word, PowerPoint required; Teams experience required.
You must have your own laptop or desktop to use (the company does not supply equipment)

Benefits