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Financial Planning and Analysis Manager Jobs in United States at LendKey Technologies, Inc.

Title: Financial Planning and Analysis Manager

Company: LendKey Technologies, Inc.

Location: United States

LendKeyis solving a complex challenge – to improve lives with lending made simple – by helping financial institutions compete in the digital age through efficient and transparent access to quality loan production. LendKey works with hundreds of credit unions and banks and has conducted over $4.5BN in loan sales and originations across its platform.

LendKey is seeking a Financial Planning & Analysis (FP&A) Manager to play a key role in our strategic and operational financial planning, forecasting, reporting, and management of company’s financials. The role of the FP&A Manager requires deep understanding of the business and market trends and their impact to the financials, partnering on complex, material deals, and variety of ad hoc analysis.

What You’ll Do:

Develop financial models, track, and analyze financial KPIs, uncover trends and assess business risks and opportunities to provide recommendations to senior leaders.

Own planning cycles and provide leaders with insights to manage headcount and expenses.

Manage the short- and long-term financial planning process, challenging assumptions and ensuring business drivers are clearly understood and highlighted.

Use marketplace knowledge, analytical skills and influencing skills to develop competitive pricing strategies that help acquire or retain clients, enhance product development, and optimize profitability for long-term benefit.

Analyze financial information and pro-actively create alternative pricing scenarios that strengthen client retention, minimize risk, and improve profitability.

Report and analyze monthly financial results and effectiveness of marketing spend and communicate important takeaways to stakeholders, including identifying business opportunities and risks.

Act as a business partner to other functional areas to drive processes forward and increase efficiency.

Partner with department leaders to provide financial guidance and support, including summarization and analysis of monthly results gathering forecasts and preparation of executive presentations.

Monitor financial performance vs plan and support financial decisions around organization in partnership with the Director of Finance & Accounting.

Provide strategic insights and mitigation strategies for critical business issues supported by financial data.

Work on ad hoc financial analysis and projects for various stakeholders around org as required.

What You’ll Need:

4+ years of progressive experience required

B.S. or B.A. in accounting, finance, math, or economics preferred

Demonstrated advanced Excel and financial modeling experience required

Comfort working with large datasets

Excellent communication, presentation, and interpersonal skills. Need to be able to explain complex processes or models in a concise, consumable format

Exceptional quantitative, analytical, and problem-solving skills with the ability to draw insights and recommendations from analysis and present proposals to internal stakeholders

High attention to detail with an ability to multitask in a fast-paced environment

Proven ability to collaborate and build relationships at all levels of the organization

Expert at providing accurate and detailed financial analysis

Experience interpreting and analyzing financial statements to drive business decisions

Previous experience as an investment banking analyst or managing a fund analyzing businesses preferred

Previous experience in consumer lending or Fintech preferred

Why work for us?

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About LendKey Technologies, Inc.