Financial Planning & Analysis Associate

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.

If you need assistance or accommodation due to a disability, you may contact us at hr@lendistry.com

Lendistry does not accept unsolicited resumes from recruiters, employment agencies, or staffing firms. To conduct business with Lendistry, a Master Services Agreement (MSA) must be executed and confirmed prior to submitting any information relating to a potential candidate. Without a signed MSA, Lendistry shall not be responsible to any individual or entity for any payment relating to any form of fee or compensation.

And, in the event that a resume or candidate is submitted by a recruiter, an employment agency, or a staffing firm without a fully executed MSA, Lendistry has the unrestricted right to pursue and hire any of those candidate(s) without any legal or financial responsibility to the recruiter, agency, and/or firm. 

This position is based onsite at our Los Angeles, CA location. Candidates must be able to work in-office as part of the role’s regular schedule.

A Day in the Life

The Financial Planning & Analysis Associate will support financial planning, forecasting, and analysis across key business initiatives. This role serves as a critical partner to business stakeholders, helping translate data into insights that drive performance and operational efficiency.

Lendistry: Who We Are           

We’re proud to be the nation’s largest minority-led, tech-savvy lender for small businesses and commercial real estate.  As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities.  Join us as we pave the way with innovative financing and financial education!

What You’ll Be Doing

• 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

• Assist 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

Your Areas of Knowledge and Expertise

• 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

Preferred Qualifications

• Experience in fintech, lending, banking or startup environments

• Familiarity with BI tools or SQL

• Exposure to unit economics and growth metrics

Why You'll Love Working Here:

• 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

• Gym Facilities (LA & Tustin/CEC Offices)

• In Office Engagement Activities

ACKNOWLEDGEMENT
B.S.D. Capital, Inc. dba Lendistry is an equal employment opportunity employer committed to providing its employees, applicants and other covered persons with equal opportunities without regard to race, color, age (40 or older), religious creed (including religious belief, practice or dress and grooming practices), national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender expression, gender identity, sexual orientation, military or veteran status (including past, current or prospective service), or any other characteristic protected under applicable federal, state or local law.