Lineage
Senior Financial Planning & Analysis Analyst
Lineage, Charleston, South Carolina, United States, 29408
Senior Financial Planning & Analysis Analyst
Join to apply for the Senior Financial Planning & Analysis Analyst role at Lineage. 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 are 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 with full understanding of outputs and downstream impacts Revenue & Performance Analytics: Lead revenue and unit economics reporting, translating performance into actionable insights and proactively identifying opportunities and risks Cross-Functional Partnership & Collaboration: Build relationships across the organization to ensure data accuracy and process alignment; partner with GTM, Sales, and Operations during quarterly and strategic planning to develop functional roadmaps and key metrics Reporting & Executive Communication: Translate detailed analyses into clear, data-driven narratives for executive and cross-functional leadership; prepare reports, dashboards, and presentations for Board and investor updates Strategic Initiatives & Special Projects: Support capital planning and corporate development; advise on sales commission structures and incentive modeling; drive process improvements across the finance function Qualifications
Bachelor's degree in Finance, Business, Economics, Accounting, or related field (MBA or CFA a plus) At least four years of progressive FP&A experience with a track record of growth; experience scaling finance operations during hypergrowth Experience working with senior finance leadership and managing key planning components Strong financial modeling and Excel skills; ability to build driver-based models from scratch and test assumptions Ability to translate complex financial analysis into clear, compelling narratives for diverse audiences Self-starter with high ownership; able to work independently and deliver under tight timelines in a remote environment Excellent prioritization and organizational skills; ability to maintain confidentiality Familiarity with real estate, SaaS metrics, or high-growth startups Our Core Values
FUN: Authentic moments of enjoyment with our team and customers TRUST: Integrity in all aspects of our business DWYSYD (Do What You Say You Will Do): Reliability and accountability TRANSPARENCY: Clear communication and shared awareness TEAM FOCUS: Collaboration and empowerment RESULTS DRIVEN: Focus on measurable goals Why Join Lineage?
Growth & Impact: We are expanding rapidly; significant autonomy and leadership opportunities Remote-First: Globally distributed team with a bias for action Your Opportunity: Work that is technically challenging and meaningful We’re looking for ambitious people who tackle big challenges; applications welcome even if you don’t check every box Compensation and Benefits
Salary Range: $125,000-$150,000 per year (commensurate with skills, experience, and internal equity) Equity Grants: Ownership opportunities through our employee equity program Flexible PTO Remote-First: Work with a high-performing, distributed team Health Coverage: 75% company-paid medical, dental, and vision insurance 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. Notice to California Applicants:
We collect personal information as part of the job application process in accordance with the California Consumer Privacy Act (CCPA). This includes identifiers, work history, and other relevant details used for recruitment purposes. We retain your data for up to 12 months and do not sell or share it for commercial purposes.
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Join to apply for the Senior Financial Planning & Analysis Analyst role at Lineage. 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 are 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 with full understanding of outputs and downstream impacts Revenue & Performance Analytics: Lead revenue and unit economics reporting, translating performance into actionable insights and proactively identifying opportunities and risks Cross-Functional Partnership & Collaboration: Build relationships across the organization to ensure data accuracy and process alignment; partner with GTM, Sales, and Operations during quarterly and strategic planning to develop functional roadmaps and key metrics Reporting & Executive Communication: Translate detailed analyses into clear, data-driven narratives for executive and cross-functional leadership; prepare reports, dashboards, and presentations for Board and investor updates Strategic Initiatives & Special Projects: Support capital planning and corporate development; advise on sales commission structures and incentive modeling; drive process improvements across the finance function Qualifications
Bachelor's degree in Finance, Business, Economics, Accounting, or related field (MBA or CFA a plus) At least four years of progressive FP&A experience with a track record of growth; experience scaling finance operations during hypergrowth Experience working with senior finance leadership and managing key planning components Strong financial modeling and Excel skills; ability to build driver-based models from scratch and test assumptions Ability to translate complex financial analysis into clear, compelling narratives for diverse audiences Self-starter with high ownership; able to work independently and deliver under tight timelines in a remote environment Excellent prioritization and organizational skills; ability to maintain confidentiality Familiarity with real estate, SaaS metrics, or high-growth startups Our Core Values
FUN: Authentic moments of enjoyment with our team and customers TRUST: Integrity in all aspects of our business DWYSYD (Do What You Say You Will Do): Reliability and accountability TRANSPARENCY: Clear communication and shared awareness TEAM FOCUS: Collaboration and empowerment RESULTS DRIVEN: Focus on measurable goals Why Join Lineage?
Growth & Impact: We are expanding rapidly; significant autonomy and leadership opportunities Remote-First: Globally distributed team with a bias for action Your Opportunity: Work that is technically challenging and meaningful We’re looking for ambitious people who tackle big challenges; applications welcome even if you don’t check every box Compensation and Benefits
Salary Range: $125,000-$150,000 per year (commensurate with skills, experience, and internal equity) Equity Grants: Ownership opportunities through our employee equity program Flexible PTO Remote-First: Work with a high-performing, distributed team Health Coverage: 75% company-paid medical, dental, and vision insurance 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. Notice to California Applicants:
We collect personal information as part of the job application process in accordance with the California Consumer Privacy Act (CCPA). This includes identifiers, work history, and other relevant details used for recruitment purposes. We retain your data for up to 12 months and do not sell or share it for commercial purposes.
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