Compensation Overview

The Team

The FP&A team at Upstart plays an integral part in the company’s business and financial planning process. We are looking for a highly motivated and hard-working individual to join our team to provide operational and strategic decision-making support to our emerging products as well as and some of our functional departments. 

As a Senior Financial Analyst at Upstart, you will drive and support all aspects of FP&A which includes in-depth financial and business planning, collaborating with business leaders across the company, and driving analyses for business and strategic cases. Through your efforts, we’ll be able to ensure the Upstart leadership team stays on top of our financial performance and risks. If you are naturally curious, love data, versed in financial modeling and analysis, and are an excellent communicator who enjoys collaborating with people with a diverse set of talents, this could be a great opportunity for you.

Position Location - This role is available in the following locations: Remote

Time Zone Requirements - This team operates on the East/West Coast time zones. 

Travel Requirements -  As a digital first company, the majority of your work can be accomplished remotely. The majority of our employees can live and work anywhere in the U.S but are encouraged to still spend high quality time in-person collaborating via regular onsites. The in-person sessions’ cadence varies depending on the team and role; most teams meet once or twice per quarter for 2-4 consecutive days at a time.

How you’ll make an impact:

• Finance partner to our emerging product teams, leading the forecast and planning cycles with key business partners as well as overseeing other opex functions 
• End to end ownership of the emerging products’ P&L models for revenue, margin, and expenses, driving financial accountability and transparency
• Manage operating expense budgets, working closely with department team leads to set, monitor, and manage budget
• Partner and collaborate with leadership team in planning strategic direction across products, operations, sales and marketing
• Support financial analysis for new product and pricing initiatives and build key metrics analysis
• Create reports and dashboards in financial planning software and BI tools such as Looker and Mode to monitor financial trends and relevant metrics and report on key insights
• Support month-end and quarter-end processes, working closely with Accounting to understand key variances, summarize and present the results to the Finance Leadership
• Prepare executive summaries with monthly results and key stats and communicate findings of monthly budget analysis to vertical and  functional leadership
• Support key corporate financial deliverables where needed, such as earnings preparation and monthly business reviews

What we’re looking for: 

• Minimum qualifications:
  • BS/MS Degree in Finance, Economics, Statistics or equivalent practical experience
  • Minimum of 5 years of relevant FP&A experiences
  • Highly competent in Excel and/or Google Sheets: excellent financial modeling skills and ability to perform complex analyses with big data sets required
  • Proven track record in demonstrating well-developed strategic, analytical, interpersonal, organizational and communications skills 
  • Excellent presentation skills and comfort in communicating with multiple levels of leadership
  • Proven ability to learn quickly, work independently, and adapt to change in a fast-paced environment
  • Organized and proven ability to juggle multiple tasks while still meeting deadline
• Preferred qualifications:
  • Experience with NetSuite
  • Experience with financial planning software such as Adaptive, Anaplan, or Hyperion
  • Experience with BI tools such as Looker, Tableau or Mode
  • Experience with advanced data analytics tools such as SQL, Python or R
  • Previous consumer marketplace lending industry experience
  • Previous Accounting Experience

What you’ll love: 

• Competitive Compensation (base + bonus & equity)
• Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart 
• 401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings
• Employee Stock Purchase Plan (ESPP)
• Life and disability insurance
• Generous holiday, vacation, sick and safety leave  
• Supportive parental, family care, and military leave programs
• Annual wellness, technology & ergonomic reimbursement programs
• Social activities including team events and onsites, all-company updates, employee resource groups (ERGs), and other interest groups such as book clubs, fitness, investing, and volunteering
• Catered lunches + snacks & drinks when working in offices

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