Senior FP&A Analyst

Kiavi, formerly known as LendingHome, is one of the largest lenders to real estate investors in the United States. With Kiavi’s technology platform and innovative financing solutions, real estate investors are empowered to make informed decisions, close deals faster, and realize the full potential of their real estate investment strategies.

The Team 

Founded in 2013, Kiavi is committed to helping customers revitalize approximately $25 trillion worth of aged U.S. housing stock and provide move-in ready homes and rental housing for millions of Americans across the country.  We have funded $7.8 billion dollars worth of loans across about 35,000+ projects, becoming one of the nation's largest bridge loan lenders. 

Combining our technology and industry expertise, Kiavi has grown to a team of over 400 and has won many awards over the years including Forbes Fintech 50, Finovate Awards: Best Digital Mortgage Platform, Fast Company’s Most Innovative Companies, and many more. 

Loans funded: More than $7.8 billion

Geography: Lends in 27 states plus Washington, D.C., which account for more than 80% of the nation’s real estate market

Homes financed: About 35,000

Principal and interest returned to investors: More than $5.18 billion

Employees: Over 400 employees

This position can be based anywhere in the United States—remote or in-office. Our hybrid distributed workforce philosophy allows us to find the best talent in the country and build diverse teams, while allowing our colleagues to work from the location that works best for them. For those who prefer to work in-office, we have locations in San Francisco and Pittsburgh. We also plan to use these spaces to bring together teammates to drive creativity and innovation.

The Team

The FP&A team partners with all areas of the business to drive strategic initiatives and financial efficiency. We partner with these various business units to act as their financial liaison to the business by providing financial results, analytics and managing the annual budget along with quarterly forecast updates. We leverage data from all parts of Kiavi and make it actionable.

The Role

This position will provide you with vision into all facets of how the business is run. The primary focus is to build relationships and partner with business leaders to review financials results and assist in the forward-looking decision-making process.

Responsibilities

• Create financial reports and analysis and actively review with the business partners on a regular and ongoing basis (monthly, quarterly, etc.)
• Partner with stakeholders and drive annual planning and quarterly forecast process
• Partner with the Accounting team and C-Staff on an ongoing basis – be a trusted financial partner
• Leverage analytics and develop reporting tools to drive KPIs and inform business leaders.
• Work closely with Marketing, Sales, Business Development, Mortgage Operations, Data and Capital Markets to model how the business works and develop projections.
• Create and lead presentations on planning, performance tracking etc.
• Conduct ad hoc analyses for business leaders
• Deliver reports and analyses in a timely manner and provide weekly status updates
• Manage ad hoc inquiries and information requests
• Calculate and distribute calculations for accruals and payroll for LH’s commission plans; communicate, explain, and resolve discrepancies with reporting managers
• Provide peer analytics and reporting around peer company performance in relation to LendingHome’s financial performance

Qualifications

• Prior Corporate or Business Unit FP&A experience required 
• At least 5 years of relevant experience at a management consulting firm, investment bank, private equity firm, investment and/or technology company.
• Excelled academically at the highest levels, including graduate school, where applicable.  
• Financial modeling: ability to build financial and related operational models from scratch utilizing Excel, Adaptive and Tableau
• Strategy and execution: Capacity to problem solve in a structured way and provide actionable insights to drive growth.
• Adaptability and drive: Kiavi is a fast-paced, constantly changing environment.“Done” is better than perfect. If you don't know the answer, then you will need to take the initiative to figure it out.
• Analytical and business rigor: Ability to translate business questions such as “How do we increase our margin?” or “In what ways can we use our balance sheet more efficiently?” into implementable solutions.
• High-energy, positive attitude: a sense of ownership and positive attitude are the keys to success.
• Effective communication: Strong communication skills that enable you to work productively across disparate functional groups and communicate key findings and solutions persuasively.  This also includes clear communication of expectations and managing timing for deliverables.
• Multi-tasking prioritization expertise: Experience (and preferably enjoyment of) balancing numerous different priorities and demands.

Benefits and Perks 

• Product Ownership: All employees think like an owner because all employees own equity in the company and play a critical role in making our business great.
• Health Insurance: Our medical, dental, and vision plans are completely free for employee-only coverage, and the company pays 80% of the total premium for dependents.
• Whole-Person Wellness: Anyone can schedule no-cost unlimited virtual therapy sessions, use a monthly subsidy for fitness facilities, and access reimbursements for fertility services.
• Retirement Savings. Employees who participate in our “no fee” 401(k) receive an immediately-vested 
• employer match on 100% of contributions up to 3% of compensation. 
• Career Growth: We foster an environment that encourages opportunities to use your voice, do better for our customers and each other, and support your career journey.
• Flexible Time Off: With no cap on the number of days of PTO each year, employees are encouraged to enjoy a well-rounded lifestyle with work, travel, and family.
• Paid Leaves: You’re immediately eligible for up to 12 weeks of paid leave each year to bond with a new child (mothers & fathers) and up to 8 weeks for medical or caregiver leave so you come back ready to deliver high-impact results.
• Remote-First: We win together while still being fully remote, and each employee receives a stipend for 
• their home office setup and a monthly allowance to help with the cost of internet/phone.

Kiavi in the News:

Forbes: The Future Of Real Estate: Fintech 50 2019 and Real Estate on a Threshold of a “Moneyball” Moment

HousingWire:  2019 HW Tech100 Winner: LendingHome

Pittsburgh Business Times: Voted a “2019 Best Places to Work” and won first runner-up in large company category

Mortgage Professional America: LendingHome surpasses $5 billion in loans in five years

Pittsburgh Business Times: San Francisco fintech aggressively expands, looks to hire in Pittsburgh

Curbed: How Wall Street, Silicon Valley Institutionalized Home Flipping

 

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
San Francisco Fair Chance Ordinance Police Code, Article 49