---
title: 'Strategic Finance Associate at Setpoint'
canonical: 'https://feeny.ai/job/strategic-finance-associate-setpoint-new-york-tn8zpsfdnbtf'
type: 'job'
last_seen: '2026-09-09'
---

# Strategic Finance Associate at Setpoint

- **Company:** Setpoint
- **Location:** New York, NY
- **Work type:** hybrid
- **Posted:** 2026-07-07
- **Last confirmed live:** 2026-09-09
- **Apply:** https://job-boards.greenhouse.io/setpoint/jobs/5181443007

## Job description

## About the Role

Behind many of life’s most important transactions — buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card — is a network of credit relationships. Setpoint is building the critical infrastructure that powers these transactions, helping the world’s leading banks, lenders, and capital providers move with greater speed, trust, and transparency.

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.

Who Will Love This Job

- 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.

## What You’ll Do

- 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.

You Should Have

- 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.

## About Setpoint

Setpoint provides purpose-built capital and technology to asset-backed borrowers and lenders. Our platform is the funding operating system for originators: it verifies and stores documents; automates critical calculations and compliance reporting; and digitizes assets like homes or cars. Setpoint’s technology makes warehouse transactions instant and error free.

In August 2024, Setpoint announced the successful completion of its $31 million Series B funding round. 645 Ventures led the round, with significant strategic investments from Citi and Wells Fargo, alongside Andreessen Horowitz, NextView Ventures, Floating Point, Henry Kravis, Zillow founder’s 75 & Sunny, Vesta Ventures, Fifth Wall, Eltura Ventures, and Outrunner Capital.

We offer a comprehensive benefits package that includes competitive salaries, stock options, medical, dental, and vision coverage, 401(k), short term and long term disability coverage, and flexible vacation. We have offices in Austin, TX, New York City, NY, and Salt Lake City, UT with hybrid roles based in these locations and an expectation of two days a week in office (Tuesdays and Thursdays).

Compensation: $135,000 - $145,000 OTE dependent on multiple factors, which may include the successful candidate's skills, experience and other qualifications.

Setpoint provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

## About Setpoint

## Company Overview
- **One-liner**: Setpoint builds the capital markets operating system that powers asset-backed lending, enabling banks, credit funds, and originators to manage debt facilities, securitizations, and funding operations with speed and accuracy.
- **Entity Type**: Private (Series B; last round raised in August 2024)
- **Headquarters**: Austin, Texas, United States (also offices in New York, NY and Salt Lake City, UT)
- **Founded**: 2021
- **Founders**: Stuart Wall (CEO), Ben Rubenstein (President), Michael Lam (CIO)

## Core Business
- **Primary industries**: Capital markets technology / Fintech / Asset-backed lending infrastructure
- **Target customers**: B2B – institutional lenders, private credit funds, asset managers, originators (banks, fintech lenders, and securitization platforms)
- **Mission**: “Make capital efficient and error-free” and “build trust in our system of credit.” Setpoint aims to eliminate manual, error-prone funding operations by providing a single operating system for debt facility management.

## Products & Services
- **Capital Markets OS (Debt Capital)**: A platform that centralizes borrower activity, automates investor reporting, manages asset & collateral workflows, and enables real-time forecasting for warehouse facilities, forward flow, leverage and fund finance, and securitization management.
- **Equity Capital Tools**: Asset modeling software to underwrite new loans, project IRR/MOIC, and manage credit lines.
- **Verification & Diligence Services**: Through acquired companies (Resolute Diligence Solutions and inTENT Fulfillment), Setpoint provides rating agency–approved loan diligence and verification services to prevent double pledging.
- **Data OS & Insight OS**: Modules that standardize borrower data, reconcile calculations, track loan-level data, and provide real-time analytics.

## Market Standing
- **Valuation**: Not disclosed (conflicting reports – no public valuation found)
- **Key Metric**: Total Funding – **$79.5M** raised across Seed ($5.5M in July 2021), Series A ($43M in December 2022, led by Andreessen Horowitz), and Series B ($31M in August 2024). Annual revenue: **$3.1M** (estimated, LinkedIn).
- **Notable Investors/Partners**: Andreessen Horowitz (led Series A), along with 10+ other investors; strategic partners include large banks, credit funds, and capital markets counterparties.
- **Growth Signals**:
  - Over **$50B in financed assets** powered by Setpoint’s technology annually.
  - **111 employees** (+37% YoY growth); headcount increased by 40+ in the past year.
  - Acquired **Resolute Diligence Solutions** (2023) and **inTENT Fulfillment** (2026) to expand diligence and verification capabilities.
  - Launched industry standard to prevent double pledging after major industry collapses (2025).
  - **14 active job openings** across engineering, capital solutions, sales, finance, and legal.

## Competitive Advantages
- **Comprehensive OS**: A single platform covering the full capital markets lifecycle – from origination and asset modeling to warehouse facilities, securitization, and investor reporting.
- **White-glove onboarding**: Setup with zero lift from the customer’s team, enabling reduced funding times and seamless transitions mid-transaction.
- **Capital Solutions team**: In-house expertise that helps clients focus on growth, effectively acting as a “profit multiplier.”
- **First-mover in verification standards**: Post-2025 industry standard to stop double pledging, giving Setpoint a strong compliance and risk-management moat.
- **Rating agency–approved diligence**: Through acquisitions, Setpoint offers approved loan diligence that is critical for securitization markets.

## Strategic Focus
- **Expanding verification & diligence**: The acquisition of inTENT Fulfillment (announced January 2026) adds rating agency–approved loan diligence capabilities.
- **Deepening institutional trust**: Continued investment in preventing double pledging and building industry standards for asset-backed finance.
- **Scaling the platform**: Growing the Capital Markets OS across more asset classes (auto, housing, student loans, etc.) and onboarding larger institutional lenders.
- **Product innovation**: Launching Data OS and Insight OS modules for real-time analytics and portfolio forecasting.

## Why Work Here
- **Culture**: Entrepreneurial, first-principles thinking environment. Team-oriented with guiding principles like “We win as a team,” “We fight for customer value,” and “We optimize for speed.”
- **Work policy**: Flexible & remote work options are available; many roles are hybrid in Austin, New York, or Salt Lake City.
- **Perks & Benefits**: Unlimited PTO, 401k, health/vision/dental insurance, One Medical membership, 24/7 mental health support (EAP), regular team happy hours, lunches, and company offsites.
- **Growth opportunity**: Work at a high-growth startup that is rebuilding the infrastructure of capital markets. Employees have opportunities to work cross-functionally in a capital solutions, engineering, and product environment.
- **Notable alumni sources**: Talent often joins from top fintech and financial firms (Citi, Google, Ribbon, Lithic, Resolute Diligence Solutions, Realtor.com).

## Sources
1. [setpoint.io](https://www.setpoint.io/)
2. [setpoint.io/careers](https://www.setpoint.io/careers/)
3. [setpoint.io/about](https://www.setpoint.io/about/)
4. [Greenhouse job board](https://job-boards.greenhouse.io/setpoint)
5. [LinkedIn company page](https://www.linkedin.com/company/getsetpoint)

## Other roles at Setpoint

- [Senior Full Stack Engineer](https://feeny.ai/job/senior-full-stack-engineer-setpoint-austin-jtf0gzq87sw8) — Austin, TX
- [Senior Analytics Engineer](https://feeny.ai/job/senior-analytics-engineer-setpoint-austin-or-ctehsm9za60n) — Austin OR, NY
- [Implementation Manager](https://feeny.ai/job/implementation-manager-setpoint-austin-or-65xc4vhmzjkb) — Austin OR, NY
- [Accounting Associate](https://feeny.ai/job/accounting-associate-setpoint-austin-02e5ax7ksweq) — Austin, TX
- [Vice President, Legal](https://feeny.ai/job/vice-president-legal-setpoint-new-york-j56peph9vxj6) — New York, NY
- [Analyst, Diligence](https://feeny.ai/job/analyst-diligence-setpoint-salt-lake-city-hp4e4de4ak0x) — Salt Lake City, UT
- [Senior Associate, Operations](https://feeny.ai/job/senior-associate-operations-setpoint-new-york-m8qpxwxk1bea) — New York, NY
- [Capital Solutions Manager (Data OS, Insight OS)](https://feeny.ai/job/capital-solutions-manager-data-os-insight-os-setpoint-austin-or-tg0jm3bem7dv) — Austin OR, NY
- [Professional Services Manager](https://feeny.ai/job/professional-services-manager-setpoint-austin-or-7ck5n1m7yqfp) — Austin OR, NY
- [Investment Analyst](https://feeny.ai/job/investment-analyst-setpoint-austin-or-w369ynsyv8ms) — Austin OR, NY