Accounting Analyst

Lendistry is a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), and the nation’s largest minority-led, tech-savvy lender for small businesses and commercial real estate. Our mission is to create economic opportunities and fuel growth for small business owners and their communities.

About the role

The Accounting Analyst maintains the company’s financials, ensuring accurate and timely processing of monthly, quarterly, and year-end financials. This role supports the accounting team, assists the executive team with departmental budgets, and may require occasional travel.

Responsibilities

• Collect and analyze financial data for short- and long-range planning.
• Enhance existing reports to improve accuracy.
• Prepare monthly bank and general ledger account reconciliations.
• Perform daily cash applications to accounts receivable journal entries.
• Substantiate financial transactions by auditing documents.
• Reconcile financial discrepancies by collecting and analyzing account information.
• Maintain financial security by following internal controls.
• Support fellow accounting staff with overflow tasks.
• Prepare and/or review accounting records, financial statements, and reports to assess accuracy, completeness, and compliance with standard operating practices.
• Handle intercompany invoicing and reconciliation.
• Assist in month-end closing and review.
• Prepare audit schedules and reports for year-end audits as requested by auditors.
• Assist with additional third-party audits and other ad-hoc assignments.
• Perform additional duties, responsibilities, and special projects as assigned by the CAO, Treasurer, or Controller.

Requirements

• Bachelor’s Degree in accounting or related field of study (required).
• 1-2 years of accounting experience (preferred).
• Strong proficiency in Excel (required).
• NetSuite or other accounting software experience (required).
• Excellent verbal and written communication skills.
• Well-organized, detail-oriented, and able to handle a fast-paced work environment.
• Strong work ethic.

Benefits

• 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

Pay

The US base salary range for this full-time position is $76,900–$87,500 annually. Individual pay is determined by job-related skills, experience, and state of residence.

Physical Requirements

This is a stationary position requiring frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It may also require occasional standing, lifting or carrying up to 20 lbs, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder.