Financial Planning & Analysis Analyst

Lendistry is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, or membership in any other group protected by federal, state, or local law.

If you need assistance or accommodation due to a disability, you may contact us at View email address on click.appcast.io

Lendistry does not accept unsolicited resumes from recruiters, employment agencies, or staffing firms. To conduct business with Lendistry, a Master Services Agreement (MSA) must be executed and confirmed prior to submitting any information relating to a potential candidate. Without a signed MSA, Lendistry shall not be responsible to any individual or entity for any payment relating to any form of fee or compensation.

And, in the event that a resume or candidate is submitted by a recruiter, an employment agency, or a staffing firm without a fully executed MSA, Lendistry has the unrestricted right to pursue and hire any of those candidate(s) without any legal or financial responsibility to the recruiter, agency, and/or firm.


This position is based onsite at our Los Angeles, CA location. Candidates must be able to work in-office as part of the role's regular schedule.

A Day in the Life

The Financial Planning & Analysis Analyst will support core financial reporting, forecasting, and analysis. This is an excellent opportunity for an early-career professional to gain exposure to business partnerships and strategic finance in a high-growth environment.

Lendistry: Who We Are


We're proud to be the nation's largest minority-led, tech-savvy lender for small businesses and commercial real estate. As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities. Join us as we pave the way with innovative financing and financial education!

What You'll Be Doing

• Assist in monthly close and reporting processes
  
• Support forecasting and budgeting activities
  
• Prepare variance analysis reports and summarize key trends
  
• Maintain and update financial models and KPI dashboards
  
• Support analysis on:
  
  • Marketing performance (e.g., CAC)
    
  • Sales performance and commissions
    
  • Operating expenses and efficiency initiatives
    
• Compile data for management and board reporting
  
• Perform ad hoc analyses and data pulls to support decision-making
  

Your Areas of Knowledge and Expertise

• 1-3 years of experience in finance, accounting, advisory/consulting, or banking
  
• Strong Excel skills and comfort working with data
  
• High attention to detail and strong organizational skills
  
• Eagerness to learn and grow in FP&A
  
• Strong communication and problem-solving abilities
  

Preferred Qualifications

• Internship or experience in fintech or startups
  
• Exposure to financial modeling or analytics tools
  
• Familiarity with financial statements and KPIs
  

Why You'll Love Working Here:

• Comprehensive Medical, Dental, and Vision Insurance
  
• Generous Paid Time Off
  
• Birthday Day Off
  
• 12 Paid Company Holidays
  
• 401(k) Match
  
• FSA and HSA
  
• Paid Life Insurance
  
  
• Paid Disability Insurance
  
• Pet Insurance
  
• Employee Assistance Program (EAP)
  
• Professional Development Courses
  
• In Office Provided Snacks and Drinks
  
• Gym Facilities (LA & Tustin/CEC Offices)
  
• In Office Engagement Activities
  

Compensation Range

The US base salary range for this full-time position is $83,700-$104,100annually.

Our salary ranges are determined by role, level, and location.

The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process.

Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.

Physical Requirements

This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.

ACKNOWLEDGEMENT
B.S.D. Capital, Inc. dba Lendistry is an equal employment opportunity employer committed to providing its employees, applicants and other covered persons with equal opportunities without regard to race, color, age (40 or older), religious creed (including religious belief, practice or dress and grooming practices), national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender expression, gender identity, sexual orientation, military or veteran status (including past, current or prospective service), or any other characteristic protected under applicable federal, state or local law.