Financial Analyst

Lendio•Lehi, UT

13d

About The Position

At Lendio you will find a world-class FP&A team that is innovative and has an uplifting culture. FP&A is on the hunt for a bright, hard-working winner to help diagnose business processes, analyze customer behaviors, and otherwise help business partners make the best possible decisions. With much of our financial reporting automated, our team enjoys the luxury of spending most of our time partnering with the rest of Lendio’s leadership to help drive improved business outcomes. It’s the place to be! What you will own: Use Excel, SQL, and other information systems to analyze financial & operational data, extract key-learnings, and present polished recommendations to management and other business owners. Manage complex projects and ad-hoc analyses as they support critical business partners throughout Lendio with outstanding cross-functional relationships. Be involved in identifying, planning, and discussing new strategies and ways to improve corporate financial performance. Send regular reports to CFO, Executive Management, and other stakeholders. Contribute to financial planning, annual plan, quarterly forecasts, and long-range outlooks. Measure corporate performance against KPIs and assist business partners in adjusting strategy as needed. Work with forecasting tools, business intelligence tools, and accounting systems to extract relevant data. What you’ll need to be successful: A successful candidate will demonstrate experience influencing business owners and supporting decision-making while driving bottom-line impact A quantitative, data-driven mindset and effective communication skills Advanced Excel Skills Required (Bonus PowerQuery, PowerPivot, or DAX)Bachelor’s Degree in Business Administration, Finance, or Accounting, or related field 2-5 years’ relevant work experience Experience with financial/accounting software (NetSuite/SAP/Adaptive) Bonus – SQL Bonus – Experience with Tableau Bonus – Tech/FinTech background 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. Fueling the American Dream is our ethos Lendio was founded on the idea of assisting small business owners in obtaining the funds they seek to accomplish their goals. We provide a safe and secure platform for borrowers, helping them to find funding quickly and eliminate traditional, time-consuming intermediaries. Since 2011, over $13 billion has been loaned to small businesses. Thousands of business owners can rest easy knowing that they've created 45,000 jobs and have put money into local economies all over the country. We’re a different kind of company. Our team is composed of 500+ (and growing) smart, talented people who are passionate about our mission and who understand that teamwork can help us achieve almost anything. We whole-heartedly believe that when you’re surrounded by talented, motivated people, life gets better and we’re in the market for more humans like you. Did we intrigue you?! We emphasize the fun in funding. At Lendio, we want you to be the CEO of everything you do. We're a team that believes in agility, innovation, and growth. We foster a culture of collaboration and support, so you can feel free to take risks, try new things, and succeed. We want people who are ready to be leaders in their fields - not just here at Lendio but in any industry they choose to pursue in the future.

Requirements

A successful candidate will demonstrate experience influencing business owners and supporting decision-making while driving bottom-line impact
A quantitative, data-driven mindset and effective communication skills
Advanced Excel Skills Required (Bonus PowerQuery, PowerPivot, or DAX)
Bachelor’s Degree in Business Administration, Finance, or Accounting, or related field
2-5 years’ relevant work experience
Experience with financial/accounting software (NetSuite/SAP/Adaptive)

Nice To Haves

SQL
Experience with Tableau
Tech/FinTech background

Responsibilities

Use Excel, SQL, and other information systems to analyze financial & operational data, extract key-learnings, and present polished recommendations to management and other business owners.
Manage complex projects and ad-hoc analyses as they support critical business partners throughout Lendio with outstanding cross-functional relationships.
Be involved in identifying, planning, and discussing new strategies and ways to improve corporate financial performance.
Send regular reports to CFO, Executive Management, and other stakeholders.
Contribute to financial planning, annual plan, quarterly forecasts, and long-range outlooks.
Measure corporate performance against KPIs and assist business partners in adjusting strategy as needed.
Work with forecasting tools, business intelligence tools, and accounting systems to extract relevant data.