Financial Planning & Analysis Manager

B.S.D. Capital Inc. dba Lendistry; Los Angeles (CA); Hybrid; USD 125,800 - 160,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Birthday Day Off

Holidays

401(k) Match

FSA/HSA

Life Insurance

Disability Insurance

EAP

Professional Development

Snacks & Gym

Job summary

Lendistry is seeking an experienced FP&A leader to own and evolve the operating model, drive budgeting and monthly forecasting, and deliver actionable variance analyses. You will partner with Sales, Marketing, Operations, and Product to refine pricing, CAC, and ROI while improving efficiency through KPI development and scalable FP&A processes.

The role requires 6–8+ years in FP&A or related finance fields, advanced Excel/Sheets skills, and experience presenting to executive or board audiences.

Qualifications

• 6–8+ years in FP&A or related finance roles.
• Strong financial modeling and operating model experience.
• Ability to partner with cross-functional stakeholders.
• Experience presenting to leadership or Board-level audiences.
• Advanced Excel/Sheets; familiarity with BI tools like Tableau.

Responsibilities

• Own and evolve the operating model, including revenue drivers, cost structure, and capital costs.
• Lead annual budgeting and monthly forecasting/reforecasting cycles.
• Deliver variance analysis (actuals vs. forecast vs. budget) with actionable insights.
• Partner with Sales, Marketing, Operations, and Product to evaluate loan pricing, CAC, and ROI.
• Improve operating efficiency via KPI development and offshore model optimization.
• 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

FP&A experience

Financial modeling

Cross-functional collaboration

Board presentations

Excel/BI tools

Data-driven decision making

Tools

Tableau

SQL

Excel

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. A Master Services Agreement (MSA) must be executed and confirmed prior to submitting any information relating to a potential candidate. Lendistry shall not be responsible to any individual or entity for any payment relating to any form of fee or compensation.

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

• 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. 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.

Physical Requirements

This is a stationary position that requires frequent sitting (approximately 95%). It also may require occasional standing, lifting, carrying of 20 lbs 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, religious creed, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, pregnancy, childbirth or medical condition related to pregnancy or childbirth, gender expression, gender identity, sexual orientation, military or veteran status, or any other characteristic protected under applicable federal, state or local law.