FP&A Manager

Lendio

Lendio

Lehi, UT, USA
Posted on Wednesday, May 29, 2024

FP&A Manager is a key business partner that helps organization performance through data transparency, innovation and direction. They assist with strategy execution through analysis and providing a consumable narrative that can be used to make the best business decisions.


The Financial Planning & Analysis Manager is responsible for all financial planning processes, including the annual plan, quarterly forecasts, and long-range plans for specific business units. This highly visible role will report to the VP of Finance and will work very closely with our senior leadership. This position is also responsible for the analysis and interpretation of financial trends requiring management’s attention and will independently generate models and analysis to support theories. The right candidate will drive business insights, bring a quantitative, data-driven mindset, and have outstanding communication and interpersonal skills.

What you will own:

  • Manage business unit 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, including developing the appropriate models and working with executives to reflect business trends in the financial plans

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

  • Leverage analyses to ensure that the company meets its financial expectations and make certain Executive leadership is fully aware of financial results

  • Primary interface with 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

What you’ll need to be successful:

  • Bachelor’s Degree in Accounting, Finance or Business (MBA preferred)

  • Strong skills in Tableau and Netsuite

  • Extraordinary Excel / PowerPoint / financial modeling skills

  • Experience with Adaptive Planning and OfficeConnect strongly preferred

  • 4-5 years of progressively increasing responsibility in Finance or Accounting

  • Experience with a fast-growing company with scale

  • Outstanding business acumen

  • Ability to identify necessary analysis and give direction to business partners

  • Advanced financial analysis skills

  • Excellent presentation and communication skills

  • Superior analytical skills with a focus on attention to detail while delivering against tight deadlines

  • Highest ethical standards, integrity, authenticity, credibility, and character

  • Proven expertise in developing complex financial models and forecasts

Pay Range:

$135,000 - 150,000

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

  • Company-contributed travel benefit

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.

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