Manager, Strategic Finance (FP&A)

Existing workflows within syndicated loan and CLO markets are painful for clients : they are outdated, overcomplicated, and time-consuming. It's time for a change.

Octaura is reimagining the way these markets trade, with efficiency, transparency and simplicity at the heart of what we do. We bring trading capabilities, data and analytics together for the first time on a digitized platform–fundamentally transforming the markets and streamlining workflows like never before.

It's essential that Octaurians are confident in knowing they have the space to use their voice and talents. The world is diverse and we actively want our team to reflect this. We're a values-driven company and by engaging, solving and evolving together, we create a culture that is collaborative, transparent, impactful and innovative. And fun!

The role in a nutshell

As Manager, Strategic Finance (FP&A), you will play a critical role in building and scaling the financial planning and analysis function at Octaura. Reporting directly to the CFO, this role will own budgeting, forecasting, financial modeling, and performance analysis. You will partner with cross-functional leaders to provide data-driven insights, guide resource allocation, and support strategic decision-making.

This is a highly visible and impactful position where you will help shape Octaura's growth story and ensure strong financial discipline. The role is ideal for a proactive and analytical finance professional who thrives in a fast-paced, high-growth FinTech environment.

Please note this role is based out of our NYC office and our current structure is 4 days in the office, 1 day from home.

Core responsibilities

• Lead company-wide budgeting, forecasting, and long-range planning processes.
• Build dynamic financial models to evaluate business performance, unit economics, and investment opportunities.
• Provide regular financial and operational analysis, highlighting key trends, risks, and opportunities.
• Partner with leadership across Product, Sales, Operations, and People to drive strategic initiatives.
• Develop and maintain dashboards, KPIs, and reporting packages for internal stakeholders and the Board.
• Prepare materials for executive leadership, investors, and Board meetings.
• Support capital allocation decisions, scenario planning, and cost optimization initiatives.
• Help establish FP&A systems, processes, and tools to support scalability and automation.

Desired experience

Compensation

The base pay range for this position in New York is $160,000 – $190,000 annually. Pay may vary depending on job-related knowledge, skills, and experience. Equity and year-end bonus may be provided as part of the compensation package, in addition to a full range of medical, financial, and other benefits, dependent on the position offered.

Octaura Work Perks

At Octaura, our people are our most valuable asset, and we are pleased to offer the following benefits to all full-time employees :

We're committed to equal opportunity employment

Octaura is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

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