Analyst/ Sr. Analyst FP&A
At Ocrolus, we believe companies work best when they focus on their core business and let automation do the rest. We’re powering the digital lending ecosystem and help financial services firms make high-quality decisions with trusted data and unparalleled efficiency.
Ocrolus’ Human-in-the-Loop document automation software analyzes documents with over 99% accuracy. We're replacing legacy OCR vendors that cap out at 75-80% accuracy, and augmenting the robotic work that humans are prone to doing all too often – which can be expensive, error-prone, and slow. By empowering lenders to analyze diverse sources of financial data more efficiently, Ocrolus levels the playing field for every borrower, providing expanded access to credit at a lower cost.
We’ve raised over $100 million from blue-chip investors and are working with customers like PayPal, Brex, SoFi, Blend and Plaid. Join us as we build the future of fintech, and make an impact at an award-winning, high-growth startup that Forbes recently dubbed the “Next Billion-Dollar Startup”.
Summary:
Are you a numbers whiz with a passion for turning data into impactful decisions? We’re looking for a Financial Planning & Analysis (FP&A) Associate to analyze key financial metrics, optimize costs, and support strategic decision-making.
You'll work closely with sales, product, and engineering teams, assist with budgeting & forecasting, and help drive business growth through data-driven insights.
What you'll do:
- Strategic Analysis & Decision Support:
- Conduct in-depth analyses of key financial metrics to identify opportunities for business growth and cost optimization.
- Support decision-making processes by providing clear and concise recommendations based on financial and operational data.
- Contribute to strategic projects and initiatives aimed at improving overall organizational performance.
- Cost Optimization Initiatives:
- Analyze cost structures and identify areas for efficiency improvements.
- Support leadership in implementing cost-saving measures across the organization.
- Month-End Closing Support:
- Assist in financial close processes by reconciling and validating data from multiple departments (sales, revenue, product, and engineering).
- Ensure accurate and timely reporting of financial performance to leadership.
- Identify and resolve variances or discrepancies in financial data.
- Budgeting & Forecasting:
- Support the preparation of annual budgets and quarterly forecasts for various departments.
- Monitor actuals versus budget, provide variance analysis, and offer actionable insights.
- Partnering with the department leads to ensuring alignment with financial objectives.
- Cross-Functional Collaboration with Sales & Other Teams:
- Work closely with the sales and revenue teams to analyze performance metrics and identify trends.
- Collaborate with product, engineering, and operations teams to align financial goals with business strategies.
- Act as a key finance point of contact for cross-departmental queries and initiatives.
- FP&A Database Management:
- Maintain and update FP&A databases and models to ensure data accuracy and accessibility.
- Streamline data collection and reporting processes using tools like Google Sheets and SQL (if applicable).
- Implement best practices for data management to enhance efficiency and reporting.
Who we're looking for: (Skill Sets and Qualifications)
- B.Tech + MBA (Finance) preferred, candidates with equivalent experience will also be considered.
- 2+ years of experience in FP&A, Consulting, Corporate Finance, or a related analytical role.
- Strong understanding of the financial statements
- Advanced proficiency in Microsoft Excel and Google Sheets; knowledge of SQL is a plus.
- Logical and data-driven approach to problem-solving.
- Excellent communication and interpersonal skills; able to collaborate effectively with cross-functional teams.
- Ability to prioritize tasks, meet deadlines, and work in a fast-paced environment.
We take pride in our dynamic, diverse team, unified by shared values of Empathy, Curiosity, Humility and Ownership. We love what we do and the people we do it with, which is why we welcome every individual, provide them with equal opportunity irrespective of their race, gender, gender identity, age, disability, national origin or any other legally protected rights that one has.
We look forward to hearing from you!
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