Head of Financial Planning

World Business Lenders, LLC

. Direct company-wide budgeting, forecasting, financial planning, and management reporting .

Posted 10/23/2026full-timeRemote • Turkey, Argentina, Costa Rica, Guatemala, Pakistan, ColombiaLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in financial planning and analysis, including budgeting, forecasting, and financial modeling, while applying U.S. GAAP and IFRS standards. Proven ability to lead finance teams, present financial insights to executives, and manage complex financial scenarios effectively.

Highest-signal resume keywords

Financial Planning And AnalysisU.S. GAAP And IFRS ExpertiseFinancial Modeling And Scenario AnalysisTeam Leadership And ManagementAdvanced Microsoft Excel Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BudgetingForecastingFinancial ModelingScenario AnalysisCash Flow ForecastingPerformance AnalysisVariance AnalysisCapital Needs EvaluationProfitability AnalysisFinancial Reporting

Soft Skills

Excellent Communication SkillsSound Financial JudgmentAbility To Manage Competing PrioritiesCoaching And Feedback

Certifications & Qualifications

CPACA

Industry Keywords

Financial PlanningManagement ReportingLiquidity ManagementPortfolio PerformanceDue Diligence

About the role

Key responsibilities & impact

Direct company-wide budgeting, forecasting, financial planning, and management reporting
Manage annual budgets, periodic reforecasts, and long-term financial plans
Develop and maintain consolidated income statement, balance sheet, and cash-flow forecasts
Oversee origination and loan portfolio forecasting, including NPL, REO, recoveries, and portfolio performance impacts
Forecast cash requirements, liquidity, financing facility utilization, and covenant compliance
Evaluate capital needs under different business scenarios
Build and review financial models, scenario analyses, and sensitivity analyses
Evaluate channel and product profitability, unit economics, pricing, and proposed business initiatives
Prepare management reports comparing actual results with budgets and forecasts, explain variances, and recommend corrective actions
Partner with department heads on assumptions, staffing, expenditures, and performance
Present financial plans, forecasts, performance analyses, and recommendations to executives, investors, and boards
Apply U.S. GAAP and IFRS to financial planning and reporting
Manage FP&A team leaders and analysts, assign priorities, review work, and provide coaching and feedback
Establish controls over financial models and reports, including assumptions, reconciliations, version control, and change logs
Standardize and automate planning and reporting processes
Resolve data discrepancies and oversee financial analysis for due diligence and special projects

Requirements

What you’ll need

At least 20 years of progressive finance experience, including a minimum of eight years leading FP&A or financial planning teams
Demonstrated experience in a senior finance leadership role
Extensive, hands-on knowledge of both U.S. GAAP and IFRS, with demonstrated ability to apply both frameworks to financial planning and reporting
Expertise in financial modeling and scenario analysis
Proven record of working with department heads and presenting financial plans, results, and recommendations to executive teams, investors, and boards
A recognized professional qualification, such as CPA, CA, or equivalent, and a degree in finance, accounting, or economics
Advanced Microsoft Excel skills, including the ability to build, connect, and review three-statement financial models and reconcile outputs to source data and financial statements
Sound financial judgment and ability to identify significant performance drivers, assess assumptions, and resolve gaps in financial and operational data
Excellent written and verbal English communication skills
Demonstrated ability to manage competing priorities, recurring deadlines, and a remote finance team
Must be available Monday–Friday, 9:00 AM–6:00 PM Eastern Time
Must have a stable internet connection and professional remote working setup
Resume must be submitted in English

Benefits

Comp & perks

Compensation in USD
Paid time off (PTO)
Fully remote work environment