Financial Analyst

About the role

Join Lendio’s world-class FP&A team, where innovation and an uplifting culture drive impactful business decisions. With financial reporting largely automated, the team focuses on partnering with leadership to improve business outcomes through data-driven insights and strategic recommendations.

Responsibilities

• Use Excel, SQL, and other information systems to analyze financial and operational data, extract key insights, and present polished recommendations to management and business owners.
• Manage complex projects and ad-hoc analyses to support critical business partners across Lendio with strong cross-functional relationships.
• Identify, plan, and discuss new strategies to improve corporate financial performance.
• Send regular reports to the CFO, Executive Management, and other stakeholders.
• Contribute to financial planning, including the annual plan, quarterly forecasts, and long-range outlooks.
• Measure corporate performance against KPIs and assist business partners in adjusting strategy as needed.
• Work with forecasting tools, business intelligence tools, and accounting systems to extract relevant data.

Requirements

• Bachelor’s Degree in Business Administration, Finance, Accounting, or a related field.
• 2-3 years of relevant work experience.
• Experience with financial/accounting software (e.g., NetSuite, SAP, Adaptive).
• Advanced Excel skills (PowerQuery, PowerPivot, or DAX is a bonus).
• SQL experience (bonus).
• Experience with Tableau (bonus).
• Tech/FinTech background (bonus).

A successful candidate will demonstrate experience influencing business owners, supporting decision-making, and driving bottom-line impact with a quantitative, data-driven mindset and effective communication skills.

Benefits

• Competitive pay ($70k base range).
• Untracked PTO (Paid Time-off).
• 401(k) with company match.
• Company-contributed HSA.
• Onsite gym and standing desks.
• Wellness program.
• Discounted cellular plans.
• Paid Parental Leave.
• Infertility coverage.
• High-performing, collaborative team culture with a focus on fun at work.

About Lendio

Lendio is the nation’s leading small business financial solutions provider, dedicated to helping small businesses survive and thrive. Through its diverse network of lenders, Lendio enables business owners to apply for multiple financing options with a single application. The company also offers time-saving financial SaaS products to streamline operations. Lendio is mission-driven, promoting equal access to capital for underserved communities and America’s smallest businesses. For every marketplace loan facilitated, Lendio Gives—a fund combining employee contributions and employer matching—provides a microloan to low-income entrepreneurs globally, ensuring continuous reinvestment.