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Finance Manager - Corporate FP&A

1 month, 1 week ago
United States
Full-time
Senior
Financial Analyst
Business Intelligence
Looker Mode NetSuite Python R SQL Tableau
Apply Now
Upstart

Upstart

Upstart Powered Loans: Personal, Car Refinance & Consolidation Through Upstart, apply online for a fast personal loan, auto refinancing, or debt consolidation. Try our quick rate check today with no impact to your credit! Founded by ex Googlers, Upstar...

Banks
1K-5K
Founded 2012
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Description

  • Lead financial forecasting, planning, and reporting for the balance sheet, net interest income, and risk capital.
  • Own forecasting accuracy for balance sheet composition, fair value adjustments, and net interest margin.
  • Build and maintain financial models and BI dashboards for scenario planning, variance analysis, and executive reporting.
  • Partner with Analytics, Accounting, Treasury, and Capital Markets to ensure accurate modeling and compliance with GAAP and regulatory standards.
  • Drive process improvements and automation within FP&A to improve accuracy, efficiency, and scalability.
  • Support month-end and quarter-end close, earnings preparation, board materials, and business reviews with actionable insights.
  • Collaborate with business leaders across the company on financial planning and strategic cases.
  • Provide analysis that helps leadership monitor financial performance and risks.

Requirements

  • BS/MS in Finance, Economics, Computer Science, Statistics, or a related field, or equivalent experience.
  • 7+ years of relevant experience in FP&A, Accounting, Investment Banking, or Corporate Finance.
  • Strong expertise in balance sheet, liquidity, and cash management.
  • Familiarity with consumer credit capital markets, private credit, and structured finance/products/transactions.
  • Advanced proficiency in Excel or Google Sheets and experience handling large datasets.
  • Strong analytical and problem-solving skills with a strategic mindset.
  • Excellent communication and presentation skills with the ability to influence senior leadership.
  • Highly organized with the ability to manage multiple priorities under tight deadlines.
  • Adaptable, independent, and effective in fast-paced environments.
  • CPA certification with strong knowledge of GAAP and fair value accounting principles preferred.
  • Experience with NetSuite and FP&A tools such as Adaptive Planning preferred.
  • Proficiency with business intelligence and reporting tools such as Looker, Tableau, or Mode preferred.
  • Familiarity with SQL, Python, or R preferred.
  • Prior experience in consumer marketplace lending or fintech preferred.

Benefits

  • Base salary range of $124,000 to $172,000 USD for U.S. remote roles.
  • Target bonuses and annual equity grants.
  • Generous 401(k) plan with company matching $2 for every $1 contributed, up to $15,000 per year.
  • Employee Stock Purchase Plan with discounted stock purchase options for eligible employees.
  • Affordable medical, dental, and vision coverage with multiple plan options, with Upstart covering 90% to 100% of the cost depending on the plan.
  • Health Savings Account contributions for eligible plans.
  • Paid time off, sick and safe time, and company holidays.
  • Paid family and parental leave, plus family-centered benefits through Carrot and Cleo.
  • Employee Assistance Program offering mental health support and life-centered resources.
  • Annual wellness allowance and annual productivity allowance.
  • Financial wellness resources, including financial planning tools and a financial concierge service.
  • Remote-first flexibility with regular in-person onsites and office perks when working onsite.

Interested in this position?

Apply directly on the company website

Apply Now

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