Financial Planning & Analysis Associate

Lendistry; Los Angeles (CA); On-site; USD 93,700 - 117,200; Full time

Benefits offered by this job

Medical Insurance

Paid Time Off

Birthday Day Off

Company Holidays

Job summary

Lendistry, based in Los Angeles, CA, is seeking a Financial Planning & Analysis Associate to support planning, forecasting, and analysis across key business initiatives. You will partner with stakeholders to translate data into insights that drive performance and efficiency.

This role 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.

Qualifications

• 3–4 years of experience in FP&A, advisory/consulting, investment banking, or related fields.
• Strong Excel/modeling skills and analytical mindset.
• Experience working with large datasets and synthesizing insights.
• Strong communication skills and ability to collaborate cross‑functionally.
• Detail‑oriented with the ability to execute in a fast‑paced environment.

Responsibilities

• Support monthly forecast updates and annual budget process.
• Perform variance analysis across revenue, expenses, and operational KPIs.
• Partner with Marketing, Sales, and Operations teams to analyze CAC and marketing channel performance, loan pricing, and productivity metrics.
• Assist in building and maintaining components of the operating model.
• Prepare management reports, dashboards, and board/investor materials.
• Develop KPI tracking and reporting frameworks.
• Conduct ad‑hoc analyses on business performance, cost optimization, and growth initiatives.

Skills

FP&A experience

Excel modeling

Data analysis

Cross-functional collaboration

Attention to detail

Tools

BI tools

SQL

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 Associate will support financial planning, forecasting, and analysis across key business initiatives. This role serves as a critical partner to business stakeholders, helping translate data into insights that drive performance and operational efficiency.

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.

What You’ll Be Doing

• Support monthly forecast updates and annual budget process
• Perform variance analysis across revenue, expenses, and operational KPIs
• Partner with Marketing, Sales, and Operations teams to analyze:
  • CAC and marketing channel performance
  • Loan pricing and approval/exception trends
  • Sales commissions and productivity metrics
• Assist in building and maintaining components of the operating model
• Prepare management reports, dashboards, and board/investor materials
• Develop KPI tracking and reporting frameworks
• Conduct ad‑hoc analyses on business performance, cost optimization, and growth initiatives

Your Areas of Knowledge and Expertise

• 3–4 years of experience in FP&A, advisory/consulting, investment banking, or related fields
• Strong Excel/modeling skills and analytical mindset
• Experience working with large datasets and synthesizing insights
• Strong communication skills and ability to collaborate cross‑functionally
• Detail‑oriented with the ability to execute in a fast‑paced environment

Preferred Qualifications

• Experience in fintech, lending, banking or startup environments
• Familiarity with BI tools or SQL
• Exposure to unit economics and growth metrics

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 $93,700 – $117,200 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 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.