Financial Planning & Analysis Manager

Lendistry

Financial Planning & Analysis Manager at Lendistry, leading annual budgeting and forecasting. Collaborating with business units to drive financial insights and support data-driven decisions.

Posted 7/8/2026full-timeLos Angeles • California • 🇺🇸 United StatesMid-LevelSenior💰 $125,800 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and analysis (FP&A), including advanced financial modeling, variance analysis, and KPI development. Proven ability to partner with cross-functional teams and present insights to leadership and Board-level audiences.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Financial ModelingKPI DevelopmentAdvanced Excel/SheetsBusiness Judgment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Variance AnalysisRevenue DriversCost StructureCapital CostsLoan Pricing StrategiesCustomer Acquisition Cost (CAC) AnalysisOperating Model OptimizationSales Commission ReviewData AnalysisFinancial Advisory

Soft Skills

Cross-Functional CollaborationPresentation SkillsActionable Insights

Tools & Technologies

Business Intelligence (BI) ToolsTableauSQLData Infrastructure

Industry Keywords

FintechHigh-Growth CompaniesFinancial InstitutionsBankingDynamic Environment

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

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

What you’ll need

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
Preferred Qualifications: Experience in fintech lending, financial institutions, or banking
Exposure to SQL or data analytics tools
Startup or dynamic/fast-paced environment experience

Benefits

Comp & perks

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