Financial Planning and Analysis Specialist

4 weeks ago

Boca Raton, Florida, United States LendingOne Full time
Job Overview

LendingOne, a leading direct private lender for Real Estate professionals, is seeking a highly analytical FP&A Analyst to join its growing organization. This role will report directly to the CFO and be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the company.

The ideal candidate will have strong financial modeling skills, excellent communication abilities, and a detail-oriented approach. This is a full-time employment opportunity working in our Headquarters office in Boca Raton, FL.

Key Responsibilities
  • Prepare funding schedules with calculations for interest, fees, buyer prepayments, and amounts to net fund across loans on loan pools that have been negotiated to be purchased from LendingOne.
  • Research and respond to buyers of loan pools on any changes to the above information as well as buy price that may result from delays in funding or changes to composition of loans following the issuance of term sheets.
  • Flag specific loans that have been paid off as a result of loan trades or borrower prepayment and input payoff dates and amounts in Warehouse Lender's Systems in order to cap the accrual of interest charges to LendingOne and identify new balances.
  • Prepare weekly Capital Market Reports advising of existing balances and utilization of each line of credit, pending trades and impending inflows of capital to advise of overall impact to company's cash forecasting.
  • In accordance with previously constructed cash forecasting, triage the slate of 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 on a case-by-case basis for exception loan scenarios where it is beneficial for LendingOne to still utilize a Warehouse Line of Credit to fund a loan settlement.
  • Review and issue compliance reports to Warehouse Lenders to ensure that LendingOne is meeting/exceeding stated balance sheet covenants.
  • 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 contemplated changes to forecasts and changes to operating assumptions on overall profitability.
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.
  • Must possess critical thinking skills, proactiveness, and ability to follow through execution.
  • Ability to work independently and with cross-functional teams in a fast-paced environment.
Benefits
  • Competitive salary depending on experience.
  • Training and career development with growth opportunities.
  • Comprehensive benefits package.
  • Company matching 401(k) Plan.
  • Casual work environment.

LendingOne is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, or marital status.

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