Financial Planning & Analysis Analyst

Lendistry; Los Angeles (CA); On-site; USD 83,700 - 104,100; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Paid Time Off

Birthday Day Off

401(k) Match

FSA/HSA

Job summary

Lendistry is seeking a Financial Planning & Analysis Analyst to support core financial reporting, forecasting, and analysis at our Los Angeles-area offices. This role offers exposure to business partnerships and strategic finance in a high-growth environment, ideal for an early-career professional.

You will work on monthly close, budgeting, variance analysis, and KPI dashboards while collaborating with cross-functional teams to drive financial insights.

Qualifications

• 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.

Responsibilities

• 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).
• Support analysis on: Sales performance and commissions.
• Assist with operating expenses and efficiency initiatives.
• Compile data for management and board reporting.
• Perform ad hoc analyses and data pulls to support decision-making.

Skills

Financial analysis

Excel proficiency

Attention to detail

Communication skills

Problem-solving

Forecasting

Tools

Financial modeling

Data analysis tools

Job description

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 [e-mail].

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.

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-$104,100 annually. Our salary ranges are determined by role, level, and location. 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.