Senior FP&A Analyst — Mortgage Strategy & Forecasting

Kind Lending | NMLS #3925; Irvine (CA); On-site; USD 99,000 - 121,000; Full time

Job summary

Kind Lending is expanding its FP&A team and seeking a Senior Financial Analyst to evolve FP&A from a reporting function into a forward‑looking, decision‑support partner. You will own forecasting, budgeting, KPI analysis, and drive process improvements across Sales, Operations, and leadership.

The role reports to the VP of FP&A and requires strong financial modeling, data tooling, and cross‑functional collaboration in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 5+ years of financial analysis experience (mortgage banking experience a must).
• Advanced Excel and financial modeling skills.
• Experience with data tools (Snowflake, BI tools, or similar) preferred.
• Experience with FP&A systems or planning tools is a plus.

Responsibilities

• Own and operate the company’s forecasting and budgeting models.
• Maintain and enhance driver-based models and scenario analysis.
• Improve forecast accuracy and proactively identify risks and opportunities.
• Translate business inputs into clear financial implications.
• Partner directly with Sales, Operations, and other functional leaders.
• Provide proactive financial insights to support decision‑making.
• Challenge assumptions and clearly frame trade‑offs, risks, and outcomes.
• Support resource planning, profitability analysis, and operational improvements.
• Identify and implement opportunities to reduce manual reporting and improve efficiency.
• Partner with data and systems teams to improve data accessibility and reliability.
• Help implement and scale FP&A systems and tools.
• Standardize reporting and forecasting processes.
• Develop and maintain key financial and operational KPIs.
• Monitor performance trends and highlight key drivers.
• Support leadership with clear, consistent performance visibility.
• Own monthly, quarterly, and annual reporting deliverables end‑to‑end.
• Ensure all reporting is accurate, reconciled, and delivered on time.
• Analyze financial results, identify trends, and clearly communicate drivers of performance.
• Provide variance analysis with actionable insights and recommendations.

Skills

Financial modeling

Excel

Forecasting

Data analysis

Attention to detail

Education

Bachelor’s degree in Finance/Accounting

Tools

Snowflake

BI tools

FP&A systems

Job description

Kind Lending is expanding its FP&A team and seeking a Senior Financial Analyst to evolve FP&A from a reporting function into a forward‑looking, decision‑support partner. You will own forecasting, budgeting, KPI analysis, and drive process improvements across Sales, Operations, and leadership.

The role reports to the VP of FP&A and requires strong financial modeling, data tooling, and cross‑functional collaboration in a fast-paced environment.