Financial Planning and Analysis Manager

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 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 LifeWe are seeking a strategic and hands-on Financial Planning & Analysis Manager to build and own core financial planning processes, including operating model development, budgeting, variance analysis, and executive reporting. This role will partner closely with business leaders across product, marketing, sales, and operations to drive actionable insights and support rapid, data-driven decision-making.Lendistry: Who We AreWe’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 DoingOwn and evolve the operating model, including revenue drivers , cost structure, and capital costsLead annual budgeting and monthly forecasting/reforecasting cycles, ensuring alignment with company strategyDeliver variance analysis (actuals vs. forecast vs. budget), identifying key drivers and providing actionable insightsPartner with business unit leaders (Sales, Marketing, Operations, Product) to:Evaluate loan pricing and exception strategiesAnalyze customer acquisition cost (CAC) and marketing spend ROIImprove operating efficiency (e.g., offshore model optimization) via key performance indicator (“KPI”) developmentReview sales commissions and incentive structuresDevelop and manage KPI frameworks aligned to growth, unit economics, and profitabilityProduce management reporting, Board of Directors materials, and investor updatesLead ad hoc analyses tied to growth strategy, new products, or market expansionBuild scalable FP&A processes, systems, and data infrastructureYour Areas of Knowledge and Expertise6–8+ years in FP&A, corporate finance, financial advisory, or strategic finance (fintech, startups, or high-growth companies preferred)Strong financial modeling and operating model experienceProven ability to partner with cross-functional stakeholdersExperience presenting to leadership and/or Board-level audiencesAdvanced Excel/Sheets; experience with BI tools (e.g., Tableau) preferredStrong business judgment and ability to translate data into insightPreferred Qualifications:Experience in fintech lending, financial institutions, or bankingExposure to SQL or data analytics toolsStartup or dynamic/fast-paced environment experienceWhy You'll Love Working Here:Comprehensive Medical, Dental, and Vision InsuranceGenerous Paid Time OffBirthday Day Off12 Paid Company Holidays401(k) MatchFSA and HSAPaid Life InsurancePaid Disability InsurancePet InsuranceEmployee Assistance Program (EAP)Professional Development CoursesIn Office Provided Snacks and DrinksGym Facilities (LA & Tustin/CEC Offices)In Office Engagement ActivitiesCompensation RangeThe US base salary range for this full-time position is $125,800 - $160,000 annually.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 RequirementsThis 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.ACKNOWLEDGEMENTB.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. #J-18808-Ljbffr