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Financial Planning & Analysis Analyst – Financial Planning & Analysis
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Job Description
Financial Planning & Analysis Analyst | Lendistry
The Tone:
This is a full-time role at Lendistry, located in Los Angeles, CA. Lendistry is dedicated to being 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), the company focuses on creating economic opportunities through innovative financing and financial education. This role is crucial for an early-career professional to support core financial reporting, forecasting, and analysis, gaining exposure to business partnerships and strategic finance within a high-growth environment.
The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Los Angeles, CA
• Pay: $83700–$104100 yearly
• Mission: This role supports core financial reporting, forecasting, and analysis to drive strategic decision-making and foster economic growth for small businesses.
• Tech Stack: Excel
What You’ll Actually Do
• Reporting: Assist in monthly financial close processes and reporting.
• Forecasting: Support the company’s forecasting and budgeting activities.
• Analysis: Prepare variance analysis reports and summarize key financial trends.
• Modeling: Maintain and update financial models and Key Performance Indicator (KPI) dashboards.
• Decision Support: Compile data for management and board reporting, performing ad hoc analyses to support decision-making.
The Must-Haves
• Background: Early-career professional with experience in finance, accounting, advisory/consulting, or banking.
• Experience: 1–3 years of relevant professional experience.
• Skills: Strong Excel skills, comfort working with data, high attention to detail, strong organizational skills, strong communication, and problem-solving abilities.
• Bonus: Internship or experience in fintech or startups, exposure to financial modeling or analytics tools, familiarity with financial statements and KPIs.
