Strategic FP&A Manager — Growth, Budgets & Insights

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 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.