Senior Analyst, Financial Planning and Analysis

Position Summary

At Kind Lending, our family of diverse and talented Kind Ambassadors are the driving force behind our new approach to the mortgage experience. They're the heart and soul of the organization and our "People Before Profits" mentality shines through in every department. Kind Lending is growing and is looking for top mortgage professionals who value opportunity, lasting business partnerships, and who live out our KIND mindset.

Kind Lending is determined to provide the best service in the industry while also providing home buyers with a great selection of products to enhance their buying experience. Backed by our trusted leadership team, Kind Lending's friendly and professional model puts the “fun” in funding.

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.

• 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

• 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

• 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

• Develop and maintain key financial and operational KPIs
• Monitor performance trends and highlight key drivers
• Support leadership with clear, consistent performance visibility
• 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

• High level of accuracy and attention to detail (clean tie‑outs, minimal rework)
• Consistent on‑time delivery of deadlines without escalation
• Strong ownership mindset—takes responsibility for outcomes, not just tasks
• Ability to manage multiple priorities and communicate proactively
• Produces work that is decision‑ready, not just technically correct

• 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

• 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

• 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

The starting base pay range for this position is…