Financial Planning & Analysis Manager
About the role
Lendistry is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, or membership in any other group protected by federal, state, or local law.
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 (Sales, Marketing, Operations, Product) to: Evaluate loan pricing and exception strategies, Analyze customer acquisition cost (CAC) and marketing spend ROI, Improve operating efficiency (e.g., offshore model optimization) via key performance indicator (“KPI”) development, Review sales commissions and incentive structures, Develop and manage KPI frameworks aligned to growth, unit economics, and profitability, Produce management reporting, Board of Directors 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
Requirements
- 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
Qualifications
- Experience in fintech lending, financial institutions, or banking
- Exposure to SQL or data analytics tools
- Startup or dynamic/fast-paced environment experience
Skills
- Strong financial modeling and operating model experience
- Proven ability to partner with cross-functional stakeholders
- Advanced Excel/Sheets; experience with BI tools (e.g., Tableau) preferred
- Strong business judgment and ability to translate data into insight
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 $125,800 - $160,000 annually. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence.
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.