Director, FP&A & Valuation — Equity & Bonus

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

Benefits offered by this job

Health care plans

Parental leave

401k with company match

Tuition reimbursement

Stock option package

Wellness benefit

Job summary

Octane Lending in New York seeks a Director of Financial Planning & Analysis to lead valuation and finance analytics for the loan portfolio and servicing assets. You will own the fair value framework, develop DCF models, and partner with Accounting, Capital Markets, and external auditors.

The ideal candidate has 8–12+ years in FP&A or related fields, deep GAAP knowledge, advanced Excel, and exceptional communication skills to present insights to senior leadership.

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.
• Nice to have: background in specialty finance, fintech, banking, or consumer lending; ASC 820 familiarity; servicing assets knowledge; SQL/Power BI; NetSuite.

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

Analytical reasoning

Communication skills

Cross-functional collaboration

Tools

Excel modeling

SQL

Power BI

Job description

Octane Lending in New York seeks a Director of Financial Planning & Analysis to lead valuation and finance analytics for the loan portfolio and servicing assets. You will own the fair value framework, develop DCF models, and partner with Accounting, Capital Markets, and external auditors.

The ideal candidate has 8–12+ years in FP&A or related fields, deep GAAP knowledge, advanced Excel, and exceptional communication skills to present insights to senior leadership.