Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions.
Our AI-powered data and analytics platform is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system.
Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business.
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.
Life at Ocrolus
We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact.
Our culture is grounded in four core values:
Empathy – Understand and serve with compassion
Curiosity – Explore new ideas and question the status quo
Humility – Listen, be grounded, and remain open-minded
Ownership – Love what you do, work hard, and deliver excellence
We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic.
We look forward to building the future of lending together.
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What We Do
Ocrolus is a vertical AI workflow and analytics platform that converts complex documents and digital data into decision intelligence. Since 2016, we've used purpose-built AI to help financial institutions make faster, more accurate credit decisions. Lenders use Ocrolus via API, dashboard, and LOS integrations to streamline underwriting, processing about 750,000 applications monthly. Our vertical approach provides audit-ready analytics, transparent cash flow/income calculations, and unmatched accuracy on unstructured financial data. We use flexible AI orchestration and human expertise to power modern credit underwriting, helping lenders fund more borrowers quickly and confidently.
Why Work With Us
Our team is our biggest asset, and we take great pride in our intentional culture. Our employee-first environment combines first-rate benefits with a flexible, laid back office environment that enables our staff to reach their highest potential. We empower our employees and customers to do what they love.
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