[Hiring] Senior Analyst, Financial Planning and Analysis @Kind Lending

Role Description

The Senior Financial Analyst will play a critical role in evolving FP&A from a reporting function into a forward-looking, decision-support partner to the business. This role owns core FP&A processes including reporting, forecasting, and KPI analysis, while driving improvements in accuracy, automation, and overall efficiency. The ideal candidate operates with a high degree of ownership, consistently meets deadlines, and produces work that leadership can rely on without rework. This position reports directly to the VP of FP&A and partners closely with Sales, Operations, and Executive leadership.

Responsibilities

• Forecasting & Planning
  • Own and operate the company’s forecasting and budgeting models
  • Maintain and enhance driver-based models and scenario analysis
  • Improve forecast accuracy and proactively identify risks and opportunities
  • Translate business inputs into clear financial implications
• Business Partnership
  • Partner directly with Sales, Operations, and other functional leaders
  • Provide proactive financial insights to support decision-making
  • Challenge assumptions and clearly frame trade-offs, risks, and outcomes
  • Support resource planning, profitability analysis, and operational improvements
• Process Improvement & Automation
  • Identify and implement opportunities to reduce manual reporting and improve efficiency
  • Partner with data and systems teams (Snowflake / BI tools) to improve data accessibility and reliability
  • Help implement and scale FP&A systems and tools
  • Standardize reporting and forecasting processes
• KPI & Performance Management
  • Develop and maintain key financial and operational KPIs
  • Monitor performance trends and highlight key drivers
  • Support leadership with clear, consistent performance visibility
• Financial Reporting & Analysis
  • Own monthly, quarterly, and annual reporting deliverables end-to-end
  • Ensure all reporting is accurate, reconciled, and delivered on time
  • Analyze financial results, identify trends, and clearly communicate drivers of performance
  • Provide variance analysis with actionable insights and recommendations

Qualifications

• Bachelor's degree - Finance, Accounting, or related field
• 5+ years of financial analysis experience (mortgage banking experience a must)
• Advanced Excel and financial modeling skills
• Experience with data tools (Snowflake, BI tools, or similar) preferred
• Experience with FP&A systems or planning tools is a plus

Core Competencies

• Strong financial modeling and analytical skills
• Ability to build and maintain complex models independently
• Excellent organizational and time management skills
• Strong attention to detail and commitment to accuracy
• Ability to operate independently in a fast-paced environment
• Strong communication skills—able to translate analysis into clear business implications
• Proactive, solutions-oriented mindset with a focus on continuous improvement

Additional Expectations

• Comfortable working in an environment with evolving processes and systems
• Willing to roll up sleeves and take ownership of both strategic and tactical work
• Demonstrates initiative in identifying problems and driving solutions

Pay Disclosure

The starting base pay range for this position is $110k/annually. The actual base is dependent on many factors such as: work experience, business needs, market demands, and other compensation components. The base pay range is subject to change and may be modified in the future.

Work Authorization

Must be able to verify identity and employment eligibility to work in the U.S. without a visa sponsorship.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information.

Vision

See in the normal visual range with or without correction.

Hearing

Hear in the normal audio range with or without correction.

Kind Lending is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, orientation, gender, age, national origin, veteran status, disability status, marital status, sexual orientation, gender identity, or gender expression.

***For your security, Kind Lending will only contact you from email addresses ending in kindlending.com. Emails from any other domain should be treated as suspicious and may be phishing attempts.