FP&A Analyst

Lendingone - Boca Raton, FL

Full-time - Mid Level

Boca Raton, FL

Credit Intermediation and Related Activities

About the position

LendingOne is seeking a detail-oriented and highly analytical FP&A Analyst to join their team. This role involves assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The FP&A Analyst will report directly to the CFO and is expected to have strong financial modeling skills and excellent communication abilities. This is a full-time position based in Boca Raton, FL, within a company recognized for its rapid growth and commitment to employee development.

Responsibilities

• Prepare funding schedules with calculations for interest, fees, buyer prepayments, and amounts to net fund across loans on loan pools.
• Research and respond to buyers of loan pools regarding changes to funding information and buy prices.
• Flag specific loans that have been paid off and input payoff dates and amounts in Warehouse Lender's Systems.
• Prepare weekly Capital Market Reports advising of existing balances and utilization of each line of credit.
• Triage upcoming closings for the week and determine the most appropriate funding mechanism.
• Prepare confirmation forms with terms for buyers of Table Funded loans to sign in advance of closing.
• Request exceptions to warehouse lending guidelines for beneficial loan scenarios.
• Review and issue compliance reports to Warehouse Lenders to ensure balance sheet covenants are met.
• Prepare monthly, quarterly, and annual reports consisting of Company and Segment level Budget vs. Actuals variance, Profit and Loss Analysis, and Origination performance.
• Perform sensitivity analysis on changes to forecasts and operating assumptions.

Requirements

• Bachelor's Degree in Accounting, Finance, or related field
• Minimum of 3 years of experience as an FP&A Analyst or equivalent role
• Intermediate Excel skills
• Proficiency in Tableau or PowerBI is preferred but not necessary
• Critical thinking skills and proactiveness
• Ability to work independently and with cross-functional teams in a fast-paced environment

Nice-to-haves

• Proficiency in Tableau or PowerBI

Benefits

• Competitive salary depending on experience
• Training and career development with growth opportunities
• Comprehensive benefits package
• Company matching 401(k) Plan
• Casual work environment