Financial Planning & Analysis Associate

About the role

The Financial Planning & Analysis Associate supports financial planning, forecasting, and analysis across key business initiatives. They serve as a critical partner to business stakeholders, translating data into insights that drive performance and operational efficiency.

Responsibilities

• Support monthly forecast updates and annual budget process
• Perform variance analysis across revenue, expenses, and operational KPIs
• Partner with Marketing, Sales, and Operations teams to analyze:
• CAC and marketing channel performance
• Loan pricing and approval/exception trends
• Sales commissions and productivity metrics
• Aid in building and maintaining components of the operating model
• Prepare management reports, dashboards, and board/investor materials
• Develop KPI tracking and reporting frameworks
• Conduct ad hoc analyses on business performance, cost optimization, and growth initiatives

Requirements

3–4 years of experience in FP&A, advisory/consulting, investment banking, or related fields. Strong Excel/modeling skills and analytical mindset. Experience working with large datasets and synthesizing insights. Strong communication skills and ability to collaborate cross-functionally. Detail-oriented with the ability to execute in a fast-paced environment.

Qualifications

• Preferred qualifications include experience in fintech, lending, banking or startup environments, familiarity with BI tools or SQL, and exposure to unit economics and growth metrics.

Skills

Not specified

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
• In Office Engagement Activities

Pay

The US base salary range for this full-time position is $93,700 - $117,200 annually.

Schedule

This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs 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.