Finance Project Management Analyst - Heredia, Costa Rica

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:

The Business Management department is responsible for developing policies, procedures and reporting across all areas of the company. Business Management team members work with management and staff in every department in the company to draft and roll out policies & procedures, streamline workflow and processes, implement and monitor SLAs, develop efficient tracking/reporting, and provide organizational and administrative support to the business unit.

Our rapid growth has created an excellent career opportunity in our Business Management Department. The Business Management Team Lead will be responsible for managing projects and initiatives aiming to improve efficiency within our Finance teams.

Responsibilities:

• Work with the Business Management - Finance Team Lead to develop communications, policies, procedures, forms and reporting for various business units within the company.
• Track and report on the performance of finance projects, including timelines, budgets, and outcomes, while ensuring transparency and accuracy in all project-related documentation.
• Ensure all financial projects comply with internal policies, industry regulations, and risk management frameworks.
• Work closely with the Finance departments in the company to streamline communication, workflow and processes.
• Assist in drafting Standard Operating Procedures (SOPs) and implement/monitor Service Level Agreements (SLAs) for all staff companywide.
• Work closely with HR to recommend optimal staffing and reporting lines based on workflow, volume and nature of tasks.
• Draft and implement policies, procedures, and training materials for assigned business unit(s).
• Collaborate with department heads to identify requirements, monitor progress, oversee implementation, and manage milestones and Key Performance Indicators (KPIs) to track project advancement.
• Learn the various functions/departments and staff across all areas of the respective business units, and serve as a “go-to” person for miscellaneous questions and requests.
• Implement SLAs specific to each department’s KPIs and develop efficient tracking and reporting.
• Create documents, spreadsheets and presentations, and compose correspondence.
• Handle reporting, invoice submission and other financial matters as needed.
• Meet project deadlines, identify project obstacles, proactively mitigate risks and escalate and resolve issues effectively.
• Track and report progress on various initiatives.
• Perform administrative tasks as needed.
• Other projects and duties as assigned.

Requirements

Requirements:

• 2-3 years experience in Project Management, Finance or relevant field
• Loan/mortgage industry experience preferred
• 100% fluency in English, with exceptional English verbal and written communication skills
• Bachelor’s Degree (four year college or technical school) in Business Administration, Finance, Economics or a related field preferred
• Experience with Microsoft: Outlook, Excel, Word, PowerPoint required; Teams experience required 
• Ability to prioritize effectively and meet deadlines
• Excellent attention to detail
• You must have your own laptop or desktop to use (the company does not supply equipment)

Benefits

• Contract/Consultant position
• DOE
• 11 US Paid Holidays