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Senior Analyst, Financial Planning and Analysis

Kind Lending | NMLS #3925 · Irvine, CA · 2 wk ago
RemoteRemoteFinance$110k/yrFull-time

Position Summary

The Senior Financial Analyst will play a critical role in evolving FP&A from a reporting function into a forward-looking, decision-support partner to the business.

Responsibilities

  • Own and operate the company’s forecasting and budgeting models

  • Maintain and enhance driver-based models and scenario analysis

  • Improve forecast accuracy and proactively identify risks and opportunities

  • Translate business inputs into clear financial implications

  • Partner directly with Sales, Operations, and other functional leaders

  • Provide proactive financial insights to support decision-making

  • Challenge assumptions and clearly frame trade-offs, risks, and outcomes

  • Support resource planning, profitability analysis, and operational improvements

  • Identify and implement opportunities to reduce manual reporting and improve efficiency

  • Partner with data and systems teams (Snowflake / BI tools) to improve data accessibility and reliability

  • Help implement and scale FP&A systems and tools

  • Standardize reporting and forecasting processes

Qualifications

  • Bachelor's degree - Finance, Accounting, or related field

  • 5+ years of financial analysis experience (mortgage banking experience a must)

  • Advanced Excel and financial modeling skills

  • Experience with data tools (Snowflake, BI tools, or similar) preferred

  • Experience with FP&A systems or planning tools is a plus

Core Competencies

  • Strong financial modeling and analytical skills

  • Ability to build and maintain complex models independently

  • Excellent organizational and time management skills

  • Strong attention to detail and commitment to accuracy

  • Ability to operate independently in a fast-paced environment

  • Strong communication skills—able to translate analysis into clear business implications

  • Proactive, solutions-oriented mindset with a focus on continuous improvement

Additional Expectations

  • Comfortable working in an environment with evolving processes and systems

  • Willing to roll up sleeves and take ownership of both strategic and tactical work

  • Demonstrates initiative in identifying problems and driving solutions

Pay Disclosure

The starting base pay range for this position is $110k/annually. The actual base is dependent on many factors such as: work experience, business needs, market demands, and other compensation components. The base pay range is subject to change and may be modified in the future.

Disclaimer Statement

This job description is not intended, nor should it be construed to be an exhaustive list of all responsibilities, duties, skills, or working conditions associated with a job. It is intended to be a general description of the principal requirements common to positions of this type. Work Authorization Must be able to verify identity and employment eligibility to work in the U.S. without a visa sponsorship. Other Duties This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned to meet the needs of the organization.

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