Financial Planning and Analysis Team Lead
About the job
- A bachelor's degree or equivalent experience in Finance, Accounting, Economics, Mathematics, Business Administration, Data Analytics, or a related field.
- 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: Corporate Planning & Performance or Portfolio & Capital; candidates are not expected to be experts in both.
- Ability to manage recurring deadlines and maintain regular communication in a remote environment.
- Excellent written and verbal English communication skills.
- 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.
- 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.
About the company
World Business Lenders (WBL) is a direct lender that provides real estate secured loans to small and medium-sized businesses that are often underserved by traditional banks. WBL offers working capital across various sectors, such as trucking, telecommunications, and mining, with loans secured by real estate to reduce risk for the lender while enabling business growth. The loans are funded by WBL, and the company earns revenue from interest and loan-related fees during application and servicing. In practice, customers apply for financing, undergo underwriting, and receive funds secured by property, with repayment built around the borrower’s cash flow. WBL differentiates itself by focusing on underserved markets and using real estate collateral to lower risk, supported by an experienced management team. Its goal is to help small and mid-sized businesses access reliable capital to grow and expand, while maintaining prudent risk management and profitability.
Company Size
201-500
Company Stage
N/A
Total Funding
$301.4M
Headquarters
Eatontown, New Jersey
Founded
2011
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Simplify's Take
What believers are saying
- The $250 million February 11, 2026 investment expands balance-sheet capacity and origination firepower.
- WBL’s March 16, 2026 appellate victory dismissed fraud and GBL 349 claims.
- WBL’s 2026 transaction examples show active lending across trucking, telecom, and mining.
What critics are saying
- Johnson et al. v. WBL, filed January 21, 2025, keeps consumer-credit litigation alive in 2026.
- WBL’s aggressive underwriting drew Al-Sabah litigation over alleged willful blindness and fraud.
- A loan-fraud verdict could trigger headline risk, partner scrutiny, and capital tightening by 2027.
What makes World Business Lenders unique
- WBL’s February 11, 2026 $250 million investment made it majority institutionally-owned.
- WBL lends against real estate to underserved SMBs in trucking, telecom, and mining.
- WBL also services third-party portfolios and manages non-performing loans and REO assets.
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Benefits
- Remote Work Options
- Paid Time Off