Senior Financial Analyst

Job Description:

The Senior Financial Analyst assists with the financial planning processes, including the annual plan, quarterly forecasts, and long-range plans for key business units. This highly visible role will report to the Director of FP&A and will work with other senior leadership. 

This position delivers analysis and interpretation of financial trends requiring management’s attention and will assist with model generation and analysis to support theories. 

The right candidate will help drive business insights, bring a quantitative, data-driven mindset, and be able to effectively communicate findings.

What you will own:

• Assist with annual and quarterly budget processes, including developing key assumptions, working with business partners to ensure budgets are appropriate and that operational partners establish action plans that achieve the necessary financial outputs

• Assist with development of the 3- and 5-year long-range plans.

• Assist with analyses to help business units better understand financial trends and financial opportunities (e.g., cost savings, business development, etc.)..

• Primary interface with FP&A team and business partners to ensure appropriate cost control, accurate forecasting, and insightful business understanding

• Work with business intelligence and accounting tools and team members to extract relevant data

• Build outstanding and effective relationships with cross-functional teams   

What you’ll need to be successful:

• 5 years relevant experience

• Bachelor's - preferably finance/accounting

• Accounting/audit background a plus

• Tech/FinTech background a plus

• Strong financial data analytics and interpretation

• Experience with finance/accounting software (NetSuite/SAP)

• Expert proficiency in Excel and PowerPoint

• Worked with Domo/Tableau/Adaptive Planning

Pay Range:

Benefits

• Be part of a high-performing, collaborative team, and have fun at work each day

• Competitive pay

• A full suite of traditional benefits

• Untracked PTO (Paid Time-off)

• 401(k) with company match 

• Company-contributed HSA

• Onsite gym and standing desks

• Wellness program

• Discounted cellular plans

• Paid Parental Leave

• Infertility Coverage

Get to know Lendio:

Lendio is the nation’s leading small business financial solutions provider, with a mission to help small businesses survive and thrive. With its diverse network of lenders, Lendio enables small business owners to apply for multiple business financing options with a single application. In addition to creating access to small business capital, Lendio offers time-saving financial SaaS products that are designed to streamline business operations.

Lendio is a mission-driven organization striving to provide equal access to capital to underserved communities and America’s smallest businesses. For every new marketplace loan Lendio facilitates, Lendio Gives—an employee-contribution and employer-matching fund, in partnership with KIVA–provides a microloan to low-income entrepreneurs around the world, continuously re-investing the fund.

Lendio is an equal opportunity employer committed to diversity and inclusion. We welcome anyone who wants to help small businesses survive and thrive and aligns with our core values, regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.

Lendio participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.