Corporate FP&A Manager

Hybrid Full TimeSan Francisco, California, United StatesUpgrade, Inc.

Role Overview

We are looking for a Corporate FP&A Manager to join our FP&A team. This position reports into the Head of FP&A, and is based in our San Francisco office in a hybrid capacity.

What You Will Do

Lead and manage the company’s comprehensive financial planning cycles, including annual budgeting, quarterly forecasting, and long-range strategic planning.

Why It Might Be a Fit

We look for a candidate with 5+ years of progressive experience in Financial Planning & Analysis (FP&A) roles, preferably within a fast-paced fintech or financial services environment.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • MBA, CPA, CFA, or other relevant designation is preferred
  • 5+ years of progressive experience in Financial Planning & Analysis (FP&A) roles
  • Demonstrated expertise in financial modeling, budgeting, forecasting, and variance analysis
  • Proficiency in Excel, experience in a financial planning tool (ideally Aleph), and experience using AI in financial forecasting or reporting is required
  • Experience with SQL as well as business intelligence tools (e.g., Tableau) is preferred
  • Excellent analytical, problem-solving, and critical thinking skills
  • Superior communication and presentation skills
  • Proven ability to collaborate effectively with cross-functional teams and build strong working relationships in an FP&A capacity
  • Highly organized, detail-oriented, and able to manage multiple priorities and deadlines in a dynamic environment

Benefits

  • Competitive salary
  • Stock option plan
  • Medical, dental and vision insurance
  • Flexible PTO
  • Paid parental leave
  • Health & wellness initiatives

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To apply for this job please visit job-boards.greenhouse.io.


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