FP&A Analyst

| Greater NYC Area
Who We Are: 
Ocrolus is a fintech infrastructure company that transforms documents into actionable data. Powered by Artificial Intelligence and a unique human-in-the-loop data validation process, Ocrolus plugs directly into customer workflows via API, eliminating the need for manual data work. The solution includes built-in fraud detection and analytics, enabling customers to make smarter and faster business decisions with unprecedented precision.
Use-cases include loan underwriting, account openings, invoice processing, and other document-intensive processes. Ocrolus has raised over $30 million in venture capital, backed by Oak HC/FT, FinTech Collective, Bullpen Capital, and QED Investors, among others.
This role is an integral part of the finance team and will be relied on to help steer Ocrolus's continued high growth and help plan the future direction of the company. The right candidate is passionate about financial modeling and will take pride in the value and insights they create while working directly with our leadership team to help develop and execute future budgets and growth plans.

Responsibilities

  • Support Ocrolus's annual budgeting process, compensation planning, and monthly forecast review meetings with department heads
  • Participate & contribute to the company’s financial and strategic planning processes, including budgeting process, compensation planning, and monthly forecast review
  • Track and report on progress towards business goals and ensure accountability and transparency
  • Developing new reports, training stakeholders, and reviewing our implementation to enhance forecasting accuracy and automation capabilities
  • Develop a deep understanding of the financial impact and ROI of investments made by the organization
  • Deliver insight into our business metrics, highlighting key trends and providing high-level commentary for use by management
  • Analyze and validate variable expenses such as commissions, travel & expense, etc
  • Identify cost efficiencies and assist our team with financial analytics to support vendor negotiations and spend forecasts
  • Assist in the preparation of materials for the Board and executive team, including supporting analysis to contextualize performance
  • Monitor sales pipeline and organizational bookings, including conducting follow-up activity with sales organization and business leaders
  • Ensure financial management reporting systems and processes are in place to support the ongoing and future needs of the business including the Accounting team in their preparation of the monthly financial statements and management reporting package and their review of divisional and client operating results with respective business leaders

Requirements

  • Bachelor's Degree in Finance, Accounting, Economics, Business Development, or Engineering
  • 2-4 years experience building models for in Investment Banking, Private Equity, M&A
  • 2-4 years of experience within FP&A or other finance functions, and experience developing reports and performing sophisticated data analysis 
  • Advanced financial modeling skills, from understanding and iterating on existing analyses to building out complex models from scratch
  • Expert in Excel, and strong skills in Power BI or similar BI tool (Tableau etc.)

Extra Credit

  • Strong attention to detail, with a history of producing defensible and scalable analyses 
  • Thrives in a fast paced, rapidly changing environment and comfortable with ambiguity.

We’re a young and rapidly growing FinTech company - if you have ever wanted to jump on a rocket ship as it’s taking off, now is your chance!

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • PythonLanguages
    • PhotoshopDesign
    • JIRAManagement
    • WordpressCMS
    • HubSpotCRM
    • SalesforceCRM

Location

Ocrolus is in the heart of the Financial District, just one block from the New York Stock Exchange, with easy access by subway, bus, car, and ferry.

An Insider's view of Ocrolus

What’s the vibe like in the office?

The office is laid back, but everyone is driven to contribute. There's a strong culture of individual ownership. Management empowers everyone to do what they do best. At the same time, teamwork is essential to success, and team cohesion is very strong. Leadership styles are non-hierarchical - the best idea wins out, no matter where it comes from.

Wendy

Data Analyst

How do you collaborate with other teams in the company?

Ocrolus offers customizable analytics, so the Engineering Team frequently collaborates with other teams to deliver on customer requests. We often work with the Sales Team to identify business opportunities, forming working groups that outline customer requests, and then execute on those goals. Collaboration is essential in a customer-first company.

Zoheb

VP of Engineering

What makes someone successful on your team?

Customer Success requires team members to combine a deep knowledge of the platform with superb communication and interpersonal skills. In order to grow, members must cultivate strong relationships not just with our customers, but also the departments we rely on. And success does not mean perfection - learning from mistakes is always key.

Elizabeth

Director of Customer Success

How do you empower your team to be more creative?

I empower team members to be more creative by giving them a high degree of independence in how they execute. I don't like to micro-manage, and rather than providing directives, I like to ask leading questions. Letting team members organically solve for the objective, based on these questions, creates a diversity of ideas that we can draw from.

Vik

COO

How would you describe the company’s work-life balance?

Ocrolus' appreciation of work-life balance is built into the company. Employees form their own hours; some come in at 8 and leave at 4, others come in at 11 and leave at 7. Scheduling time off, sick days, and personal chores are made easy with unlimited vacation and work from home policies. Ocrolus wants us to live our lives outside of the office.

Estevan

Account Executive

What are Ocrolus Perks + Benefits

Ocrolus Benefits Overview

- Competitive Compensation
- Comprehensive Health Insurance Coverage
- Three Months of Paid Maternity & Paternity Leave
- Unlimited Vacation Policy
- Flexible Visa and Sponsorship Support
- Gym Membership Reimbursement
- Citibike Reimbursement
- Company Sponsored Happy Hours & Team Outings
- Catered Lunch, Snacks, Coffee, and a Fancy Seltzer Machine
- Summer Fridays (Shortened Day)
- Off-Site Company Retreats

Culture
Partners with Nonprofits
Ocrolus partners with Kiva to deliver loans to underserved entrepreneurs across the world.
Friends outside of work
Eat lunch together
Intracompany committees
Ocrolus has a culture committee that plans happy hours, company retreats, and other company excursions.
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Ocrolus offers company equity to employees as part of our payment packages.
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 12 weeks of parental leave for the primary caretaker. Ocrolus also provides 12 weeks of leave for the secondary caretaker.
Flexible Work Schedule
Ocrolus provides employees with a flexible work schedule that includes flexible start and end times, along with summer hours.
Remote Work Program
Our remote work program enables employees to work remotely as needed.
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Ocrolus offers pre-tax commuter benefits for the subway, Citi Bike, and other preferred methods of transportation.
Company Outings
Ocrolus hosts our yearly company retreat in the Hamptons, with full rented houses, catered meals, team building exercises, and good company.
Stocked Kitchen
Ocrolus has a fully stocked kitchen with popcorn, gummy bears, coke, redbull, and a ton of other delicious snacks.
Some Meals Provided
Employees get free lunch on Tuesday, Thursday, Friday.
Happy Hours
Happy hours are hosted once per month.
Relocation Assistance
Fitness Subsidies
Ocrolus reimburses employee gym membership.
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Lunch and learns
Promote from within

Additional Perks + Benefits

Our perks, combined with the people, the culture, and the mission of our company, foster a working environment that puts employees first. Taken together, our perks are more than the flexible hours or the generous family leave. They are part of a broader philosophy that ensures the happiness, healthiness, and well-being of each of our employees.

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