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Senior Financial Planning & Analysis Analyst

United States

About Lineage

Lineage is revolutionizing real estate investing by making generational wealth accessible to everyone. We provide a modern, all-in-one platform that helps investors, property managers, and partners succeed through hands-on education, asset management, and a real-time investment property marketplace. With over $1.5 billion in transactions, we’re simplifying rental property ownership and empowering everyday people to build long-term wealth—anytime, anywhere.

Position Overview

You've built the models. You've run the scenarios. You've sat in the room when the numbers told a story no one else could see. Now you're ready to own the entire financial planning process - not just support it.

As Senior FP&A Analyst at Lineage, you'll be the strategic finance partner shaping how we scale a proptech company making real estate investing accessible to everyday investors. We're projecting hockey stick growth while tripling our fully remote workforce—and you'll build the financial models and strategic insights that make it possible.

You'll own revenue modeling and unit economics, advise on sales compensation and capital planning, and surface financial chokepoints before they appear on any dashboard. Working directly with executive leadership, you'll translate complex analysis into audience-specific narratives that drive strategic decisions.

This role demands quantitative rigor and the ability to proactively identify risks and opportunities in unstructured data. It's a high-impact, high-visibility opportunity for someone ready to shape growth strategy at a mission-driven company helping everyday investors build generational wealth.

 

Key Responsibilities

Financial Modeling & Forecasting

  • Build, maintain, and own advanced financial models for forecasting, scenario planning, and strategic decision-making—including driver-based models of varying complexity with full understanding of outputs and downstream impacts
  • Navigate multiple systems to pull, clean, and analyze data

Revenue & Performance Analytics

  • Lead revenue and unit economics reporting, providing financial analysis support that translates performance into actionable insights and actively identifies opportunities and risks
  • Surface and investigate financial chokepoints—anticipate trends before they appear on a dashboard

Cross-Functional Partnership & Collaboration

  • Build strong relationships across the organization to ensure data accuracy and process alignment while providing a clear financial lens to key decisions and thought discussions
  • Partner with GTM, Sales, and Operational teams throughout Lineage's quarterly and strategic planning processes to develop relevant functional roadmaps, execution plans, and key metrics in service of measuring success vs. the company's short- and long-term financial and operational targets
  • Shape strategic decisions by providing financial perspective on investment priorities, resource allocation, and growth opportunities

Reporting & Executive Communication

  • Initiate, conduct, and translate detailed, unstructured analyses into clear, data-driven storylines and actionable insights for executive and cross-functional leadership
  • Consolidate inputs from across the business to prepare reports, dashboards, and presentations for Board of Directors meetings and investor updates

Strategic Initiatives & Special Projects

  • Support capital planning and corporate development initiatives
  • Advise on and refine sales commission structures and incentive modeling
  • Drive continuous improvement by identifying process inefficiencies and implementing operational best practices across the finance function

Qualifications

  • Bachelor's degree in Finance, Business, Economics, Accounting, Business Administration, or related field (MBA or CFA, a plus)
  • At least four years of progressive FP&A experience in increasingly expansive roles with a track record of consistent success and development
  • Experience scaling finance operations during hypergrowth
  • Experience working closely with senior finance leadership, often managing key pieces of the planning process
  • Strong financial modeling and Excel skills—able to build driver-based models from scratch and pressure-test assumptions
  • Business-minded communicator who can translate complex financial analysis into clear, compelling narratives tailored to different audiences and familiarity levels
  • Self-starter with a high level of ownership and ability to work independently, perform and deliver under tight timelines in a demanding, dynamic, fast-paced remote environment
  • Exceptional planning, prioritization, and organization skills
  • Ability to maintain a high level of confidentiality in all settings and situations
  • Familiarity with real estate, SaaS metrics, or high-growth startups

 

Our Core Values

FUN: We create authentic moments of enjoyment with our team and customers. Winning is fun, but so is playing the game.

TRUST: We act with integrity in all aspects of our business, building confidence inside and outside our organization.

DWYSYD (Do What You Say You Will Do): We are reliable, consistent, and take commitments seriously. Accountability drives performance.

TRANSPARENCY: Clear communication and shared awareness allow us to address challenges head-on and make better decisions.

TEAM FOCUS: We leverage collective capabilities and empower others to do great things. Collaboration drives success.

RESULTS DRIVEN: We maintain constant focus on achieving measurable goals aligned with our mission and objectives.

 

Why Join Lineage?

Growth & Impact: We're 3x-ing our team over the next 12 months. You'll have significant autonomy, direct mission impact, and clear paths to leadership as we revolutionize how millions invest in real estate.

Remote-First: We thrive as a globally distributed team with a bias for action, staying true to our core values while defining the future of real estate investing. 

Your Opportunity: We're making institutional-grade investing accessible to everyone -- work that's both technically challenging and deeply meaningful.

We're looking for: Ambitious people excited to tackle big challenges. No "perfect" candidate exists—we encourage applications even if you don't check every box. Lineage is where you grow professionally while contributing to something bigger than yourself.

Lineage is committed to creating an inclusive and respectful work environment where everyone brings their authentic self to work. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected status under applicable law.

 

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