Teams at B.S.D. Capital, Inc. dba Lendistry

Support monthly close, forecasting, budgeting, variance analysis, financial models and KPI dashboards. Compile management/board reports, analyze marketing/sales/opex performance, and perform ad hoc data pulls to inform decisions.

Lead FP&A processes including operating model development, budgeting, forecasting, variance analysis, KPI frameworks, and executive/board reporting. Partner with product, marketing, sales, and operations to analyze pricing, CAC, ROI, and incentives; build scalable FP&A systems and deliver ad hoc analyses to support growth and strategic decisions.

Support capital markets and finance activities including financial analysis, modeling, due diligence, and portfolio monitoring. Assist senior team on warehouse lending, securities, securitization, credit ratings, and financing opportunities. Build and maintain multi-scenario models, prepare memoranda, monitor market and credit metrics, and present findings to stakeholders and investment committee. Collaborate cross-functionally to implement capital markets strategies.