LBC Mortgage logo
LBC Mortgage

Clear & Simple service for everyone. Unique bank programs. Honest rate quotes. Personalized service

Investment & Lending Associate

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteMid LevelTeam 11-50H1B No SponsorCompany SiteLinkedIn

Location

California

Posted

2 days ago

Salary

0

Seniority

Mid Level

Bachelor Degree4 yrs expEnglish

Job Description

Investment & Lending Associate

LBC Mortgage

• Underwrite commercial real estate transactions across multiple asset classes including multifamily, office, retail, industrial, hospitality, and mixed-use • Analyze borrower financials, rent rolls, operating statements, tax returns, and market data • Build and review financial models, cash flow projections, and valuation analyses • Structure loan terms and investment scenarios based on risk assessment and deal strategy • Source and originate new commercial lending opportunities through brokers, borrowers, investors, and industry relationships • Manage deal flow from initial screening through closing • Coordinate due diligence, legal documentation, title, third-party reports, and closing requirements • Present investment and lending recommendations to leadership • Maintain relationships with lenders, brokers, borrowers, and capital partners • Monitor market trends and identify strategic lending and investment opportunities

Job Requirements

  • 4+ years of experience in commercial real estate underwriting, investment analysis, mortgage banking, acquisitions, or loan origination
  • Strong understanding of commercial lending structures and CRE financial analysis
  • Experience underwriting income-producing properties and evaluating investment opportunities
  • Proven ability to source, negotiate, or originate commercial deals
  • Experience working with banks, private lenders, debt funds, bridge loans, agency financing, or institutional capital
  • Advanced Excel and financial modeling skills
  • Strong communication and negotiation abilities
  • Ability to thrive in a fast-paced, entrepreneurial environment

Benefits

  • Competitive base salary + performance-based compensation
  • Opportunity to work on high-value commercial transactions
  • Career growth within an expanding real estate finance platform
  • High exposure to acquisitions, underwriting, and capital markets
  • Collaborative and entrepreneurial team environment

Related Job Pages

More Financial Planning and Analysis Jobs

Full TimeHybridTeam 1,001-5,000H1B Sponsor

Collaborate with leaders to prepare financial reports, analyze results for trends, develop budgets and forecasts, and enhance financial processes to support informed decision-making across the organization.

Illinois
Full TimeRemoteTeam 5,001-10,000Since 1902H1B No Sponsor

• Manage processes and optimize technology solutions related to the end-to-end Finance to Manage process within SAP S/4 Fiori environment. • Collaborate with cross-functional teams to align technology strategies with overall business objectives. • Drive the implementation of SAP S/4 for Finance and Controlling processes. • Help define and implement reporting and analytics capabilities within SAP S/4. • Execute change management strategies to facilitate the smooth transition from legacy ERP systems to SAP S/4.

United States
ContractRemoteTeam 501-1,000Since 2002H1B No Sponsor

• Help create, review, and simulate realistic legal scenarios, including private equity transactions, cross-border M&A, leveraged buyouts, fund formation, regulatory filings, and deal structuring. • Understand how international finance deals operate, including Partner-led teams working across PE, M&A, and debt financing workstreams. • US bar qualification is a plus.

United States
$130 - $170 / hour

Role Description As a Manager, Corporate FP&A, you will own the operational core of Gong's consolidated financial model, with a particular focus on OPEX and personnel forecasting. You will synthesize complex data into actionable insights, drive forecast accuracy across the company's cost structure, and deliver the analytical foundation that powers strategic decision-making at the executive level. This role sits at the center of Corporate FP&A and has direct visibility into how Gong deploys capital across the business. Responsibilities - Own Gong's consolidated OPEX model, maintaining bottoms-up departmental forecasts that roll into the corporate P&L with accuracy and discipline. - Build and continuously improve the company-wide personnel model, including headcount by department, hiring curve assumptions, attrition, and compensation and benefits — the single most important cost driver in the business. - Drive the monthly BVA process for all OPEX lines, synthesizing inputs from FP&A business partners into a clear, well-supported corporate narrative. - Lead scenario modeling and ad hoc financial analysis that informs how Gong allocates resources and makes strategic investment decisions. - Partner with the Senior Corporate FP&A Manager to deliver consolidated financials and build the OPEX narrative for executive reporting, QBRs, and Board of Directors reviews. - Support the quarterly forecasting process and annual planning cycle, ensuring OPEX forecasts reflect current business realities and are grounded in sound methodology. - Track and improve forecast accuracy over time — identifying where and why OPEX forecasts miss and driving ongoing improvements to the process. - Build and maintain OPEX planning templates and models in Pigment, partnering closely with the Corporate FP&A team to improve automation and reporting efficiency. - Partner with Accounting to support the month-end close process and ensure financial data integrity across systems. Qualifications - 6+ years of experience in FP&A, strategic finance, investment banking, equity research, or strategy consulting, preferably at a high-tech or enterprise software company. - Deep expertise building scalable, bottoms-up financial models in Excel or Google Sheets, with a strong command of how model inputs and outputs connect to business outcomes. - Demonstrated experience owning personnel and OPEX forecasting in a dynamic, high-growth environment. - Familiarity with enterprise software metrics — churn, dollar retention, CAC, gross margin expansion — and the ability to connect cost structure decisions to revenue and unit economics. - Experience with financial planning tools and ERP systems; Pigment, NetSuite, and Salesforce experience a plus. - Highly organized and process-oriented, with the ability to manage multiple workstreams, meet deadlines, and maintain accuracy under pressure. - Strong communicator who can translate detailed financial analysis into clear, concise narratives for senior stakeholders. - Self-driven and detail-oriented, with an ownership mentality and the ability to operate effectively in a fast-paced, unstructured environment. - Experience working in a startup or high-growth company, balancing strategic thinking with hands-on execution. - Bachelor's degree in Finance or a related discipline. Benefits - We offer Gongsters a variety of medical, dental, and vision plans, designed to fit you and your family’s needs. - Wellbeing Fund - flexible wellness stipend to support a healthy lifestyle. - Mental Health benefits with covered therapy and coaching. - 401(k) program to help you invest in your future. - Education & learning stipend for personal growth and development. - Flexible vacation time to promote a healthy work-life blend. - Paid parental leave to support you and your family. - Company-wide recharge days each quarter. - Work from home stipend to help you succeed in a remote environment.

United States
$149K - $175K / year