Financial Planning & Analysis Manager

Lendistry; Los Angeles (CA); On-site; USD 125,800 - 160,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Paid Time Off

Birthday Day Off

401(k) Match

Pet Insurance

EAP

Job summary

Lendistry is seeking a strategic and hands-on Financial Planning & Analysis Manager to build and own core finance processes, including operating model development, budgeting, variance analysis, and executive reporting. You will partner with product, marketing, sales, and operations to drive data-driven decisions.

We are the nation’s largest minority-led lender for small businesses and commercial real estate, offering opportunities in a growing fintech environment.

Qualifications

• 6–8+ years in FP&A, corporate finance, financial advisory, or strategic finance (fintech, startups, or high-growth companies preferred)
• Strong financial modeling and operating model experience
• Proven ability to partner with cross-functional stakeholders
• Experience presenting to leadership and/or Board-level audiences
• Advanced Excel/Sheets; experience with BI tools (e.g., Tableau) preferred
• Strong business judgment and ability to translate data into insight

Responsibilities

• Own and evolve the operating model, including revenue drivers, cost structure, and capital costs
• Lead annual budgeting and monthly forecasting/reforecasting cycles, ensuring alignment with company strategy
• Deliver variance analysis (actuals vs. forecast vs. budget), identifying key drivers and providing actionable insights
• Partner with business unit leaders to evaluate loan pricing and exception strategies, CAC and marketing ROI, and KPI development
• Review sales commissions and incentive structures
• Develop and manage KPI frameworks aligned to growth, unit economics, and profitability
• Produce management reporting, Board materials, and investor updates
• Lead ad hoc analyses tied to growth strategy, new products, or market expansion
• Build scalable FP&A processes, systems, and data infrastructure

Skills

Financial modeling

Operating model

Cross-functional partnering

Executive reporting

Excel/Sheets

BI tools

Tools

Tableau

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

We 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 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

• Own and evolve the operating model, including revenue drivers, cost structure, and capital costs
• Lead annual budgeting and monthly forecasting/reforecasting cycles, ensuring alignment with company strategy
• Deliver variance analysis (actuals vs. forecast vs. budget), identifying key drivers and providing actionable insights
• Partner with business unit leaders (Sales, Marketing, Operations, Product) to:
  • Evaluate loan pricing and exception strategies
  • Analyze customer acquisition cost (CAC) and marketing spend ROI
  • Improve operating efficiency (e.g., offshore model optimization) via key performance indicator (KPI) development
  • Review sales commissions and incentive structures
• Develop and manage KPI frameworks aligned to growth, unit economics, and profitability
• Produce management reporting, Board of Directors materials, and investor updates
• Lead ad hoc analyses tied to growth strategy, new products, or market expansion
• Build scalable FP&A processes, systems, and data infrastructure

Your Areas of Knowledge and Expertise

• 6–8+ years in FP&A, corporate finance, financial advisory, or strategic finance (fintech, startups, or high‑growth companies preferred)
• Strong financial modeling and operating model experience
• Proven ability to partner with cross‑functional stakeholders
• Experience presenting to leadership and/or Board‑level audiences
• Advanced Excel/Sheets; experience with BI tools (e.g., Tableau) preferred
• Strong business judgment and ability to translate data into insight

Preferred Qualifications

• Experience in fintech lending, financial institutions, or banking
• Exposure to SQL or data analytics tools
• Startup or dynamic/fast‑paced environment experience

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 $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 such as job‑related skills, experience, and state of residence.

These figures represent base salary only and do not include any variable compensation.

Physical Requirements

This is a stationary position that requires frequent sitting (approximately 95%) and 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.

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.