Strategic Finance Associate, Setpoint
$135-145k
OTE
More information about location
2 days a week in office
Infrastructure for the future of asset-based lending
Be an early applicant
Infrastructure for the future of asset-based lending
101-200 employees
Be an early applicant
$135-145k
OTE
More information about location
2 days a week in office
101-200 employees
Company mission
To build trust in our system of credit.
Role
Who you are
- A self-starter: You thrive with autonomy and enjoy owning complex projects end-to-end
- A structured thinker: You can bring clarity to ambiguous problems and communicate clearly with stakeholders
- A sharp analyst: You love digging into data and building financial models that drive key decisions
- A cross-functional collaborator: You enjoy working closely with sales, operations, product, and engineering teams
- A builder: You're excited about scaling finance at a fast-growing company
- 4-5 years of relevant work experience with at least 2 years in Investment banking or Management Consulting and ideally, 2 years in a high-growth startup
- Strong financial modeling skills and Excel proficiency
- Excellent presentation and communication skills
- Ability to manage multiple priorities and drive projects independently
- Experience partnering with non-finance teams and explaining financial concepts to cross-functional stakeholders
What the job involves
- We’re looking for a Strategic Finance Associate to join our Finance team and serve as a true business generalist
- This is not a narrow FP&A role — you’ll partner directly with the VP of Finance and play a critical part in driving company-wide initiatives
- From shaping financial strategy to supporting day-to-day operations, you’ll be trusted to take on whatever the business needs most at any given moment
- This is a high-impact, highly visible role where no two days look the same. You’ll build financial models, prepare board materials, support cross-functional projects, and step in as a problem-solver for the company’s most pressing priorities
- Partner cross-functionally with Sales, Operations, Product, and Engineering to ensure alignment between financial goals and day-to-day execution
- Drive financial visibility by owning reporting, forecasting, KPI setting, and board-ready communications
- Lead strategic projects that require both financial rigor and operational follow-through — from building models to coordinating implementation across teams
- Step into critical gaps in company operations: streamline processes, improve internal systems, and ensure execution on key initiatives
- Act as a force multiplier for leadership by tackling high-priority projects (strategic finance, operations, or special projects) and ensuring nothing falls through the cracks
Our take
Whilst tech innovations have made applying for a loan far quicker and easier, the next step in the process - the management of the loan - is far more complex and still comparatively archaic in its organisation. Originators and lenders use spreadsheets, emails and FTP folders to manage their lending relationships, rendering the process inefficient and prone to errors. Setpoint automates the debt facility management process for lenders.
Founded in 2021, the company claims 98% time saving for lenders, automating data ingestions, calculations and reporting workflows whilst its AI engine computes optimal asset allocation to max ROI. Financial liquidity is increased through access to third-party reviews and certifications, compliantly accelerating capital access. In short, Setpoint streamlines the second, more oblique stage of the lending relationship.
Focused on the property market, Setpoint’s tech could be expanded to other markets. Its focus on real estate, however, has helped it achieve several impressive funding rounds and a 6x year-over-year revenue growth.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Aug 2024
$31m
SERIES B
Dec 2022
$43m
SERIES A
Total funding: $79.5m
Company HQ
Congress Avenue Historic District, Austin, TX
Leadership
Stuart Wall
(Co-Founder & CEO)Previously Venture Partner at Bowery Capital, Founder & CEO at Signpost and was an Associate Consultant at Bain & Company.
Ben Rubenstein
(Co-Founder & President)Previously CRO at realtor.com, Co-Founder and CEO at opcity and was a Co-Founder at Yodle.
Michael Lam
(Co-Founder & Chief Investment Officer)Previously COO at realtor.com, was on the Policy Advisor Board at Joint Center for Housing Studies, CFO and Head of Analytics at Opcity, President and Co-Founder at Pendleton International Corp.
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