Financial Planning & Analysis Associate

B.S.D. Capital Inc. dba Lendistry; Los Angeles (CA); On-site; USD 93,700 - 117,200; Full time

Benefits offered by this job

Medical, dental, and vision Insurance

Generous PTO

Birthday day off

401(k) match

FSA/HSA

Life Insurance

Disability Insurance

Pet Insurance

EAP

Professional Development

In-office snacks

Job summary

Lendistry is seeking an FP&A Associate in Los Angeles to support financial planning, forecasting, and analysis across key business initiatives. You’ll partner with stakeholders to translate data into insights that drive performance and efficiency.

You will help with monthly forecasts, annual budgeting, KPI tracking, and reporting for management and boards, while collaborating with Marketing, Sales and Operations to improve results in a fast-paced fintech environment.

Qualifications

• 3–4 years of FP&A or related roles.
• Strong Excel and financial modeling skills.
• Experience analyzing large datasets and translating insights.

Responsibilities

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

Skills

FP&A

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] 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.

Job Location

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.

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.

Company Culture & Mission

We’re proud to be the nation’s largest minority‑led, tech‑savvy lender for small businesses and commercial real estate. As a certified CDFI and CDE, our mission is all about creating economic opportunities and fueling growth for small business owners and their communities. We’re looking for strategic thinkers and passionate doers—people who show up every day ready to make a real difference. If you’re driven by purpose and thrive in a culture of innovation and service, Lendistry might just be the place for you.