Role Overview
The Senior Financial Analyst will drive all aspects of FP&A, including forecasting and business planning, performance analysis, and executive reporting. The role will build reliable financial models, translate business and financial results into actionable insights, and partner across the organization to support informed decision-making.
What You Will Do
Support short- and long-term financial planning, forecasting, and budget management for the Unsecured Lending organization. Develop executive-ready insights and commentary for recurring forecast and business reviews, month-end close, and annual planning.
Why It Might Be a Fit
The ideal candidate will be naturally curious, love data, be well-versed in financial modeling and analysis, and be an excellent communicator.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, Statistics or related field, or equivalent practical experience
- 5+ years of relevant FP&A experience
- Advanced proficiency in Excel or Google Sheets, including experience building complex financial models
- Experience analyzing large data sets and translating financial and business drivers into recommendations for decision-making
- Experience developing financial forecasts, budgets, variance analyses, and financial or operational performance reporting
Benefits
- Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly
- Retirement benefits to help you plan for the future, including a 401(k) or Group Retirement Savings Plan with a company match of $2 for every $1 contributed, up to $15,000 annually
- Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees
- Comprehensive health coverage designed to support you and your family, including medical, dental, vision, and wellness resources
- Income protection benefits, including life insurance and disability coverage
- Paid time off, sick leave, and company holidays
- Paid family and parental leave
- Family-centered benefits to support fertility, parenthood, and caregiving needs
- Employee Assistance Program (EAP) offering mental health support and life-centered resources
- Financial wellness resources, including access to financial planning tools and a financial concierge service
- Annual wellness allowance to support your physical and emotional well-being and personal development
- Annual productivity allowance to invest in relevant tools and resources you need to do your best work
- Connection and community through team events, all-company updates, and employee resource groups (ERGs)
- Onsite perks, including catered lunches and fully stocked micro-kitchens
To apply for this job please visit careers.upstart.com.
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