Director, FP&A & Fair Value Modeling

Octane®; New York (NY); On-site; USD 170,000 - 230,000; Full time

Benefits offered by this job

Health care plans

Parental leave

Flexible time-off

401k with company match

Educational assistance

Life insurance

Disability insurance

Wellhub wellness benefit

Recreational Safety Benefit

Job summary

Octane® is seeking a Director of Financial Planning & Analysis to lead valuation and finance analytics, overseeing the fair value framework, loan-level forecasting, and servicing asset analytics. You will serve as a primary finance partner for multiple corporate functions, translating complex concepts for senior executives.

The role requires strong technical accounting and valuation expertise, exceptional financial modeling skills, and the ability to influence budget performance and strategic

Qualifications

• 8–12+ years in FP&A, valuation, investment banking, consulting, Big Four, or financial institutions.
• Strong understanding of GAAP and financial statements.
• Advanced Excel modeling skills.
• Proven track record building discounted cash flow models.
• Skilled in fair value measurements or other valuation methodologies.
• Strong analytical and problem-solving abilities.
• Excellent communication and presentation skills.
• Comfortable working cross-functionally with Accounting and executive leadership.

Responsibilities

• Own monthly and quarterly fair value analyses for the company's loan portfolio and servicing assets.
• Develop, maintain, and enhance DCF models supporting fair value measurements.
• Partner with Accounting, Capital Markets, and external auditors during monthly close.
• Evaluate and recommend updates to valuation assumptions including credit losses, prepayment rates, recovery rates, funding costs, servicing costs, and discount rates.
• Support audit requests and valuation documentation.
• Build analytical tools to evaluate current and future financing strategies and stages.
• Partner with stakeholders and financial systems to improve forecast accuracy and scale forecasting/reporting workflows.
• Develop financial models and insightful presentations to support strategic initiatives and executive decision-making.
• Analyze profitability across products, channels, and customer segments.
• Enhance reporting capabilities using Power BI, SQL, Excel, and other financial systems.

Skills

Advanced Excel modeling

Power BI

SQL

Financial modeling

Analytical skills

Communication skills

Tools

Power BI

SQL

Excel

Job description

Octane® is seeking a Director of Financial Planning & Analysis to lead valuation and finance analytics, overseeing the fair value framework, loan-level forecasting, and servicing asset analytics. You will serve as a primary finance partner for multiple corporate functions, translating complex concepts for senior executives.

The role requires strong technical accounting and valuation expertise, exceptional financial modeling skills, and the ability to influence budget performance and strategic