Senior Financial Analyst, Upstart

• 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
• 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
• 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

Desirable

• 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
• Act as the finance partner to emerging product teams, leading forecasting, planning, and opex support
• Own the full P&L for emerging products, driving transparency across revenue, margin, and expenses
• Manage opex budgets in partnership with department leads, ensuring alignment and financial discipline
• Collaborate with leadership on strategic planning across product, operations, sales, and marketing
• Conduct financial analysis for new products and pricing, and develop key metric reporting
• Build dashboards and reports using tools like Looker and Mode to monitor trends and surface insights
• Support month- and quarter-end close in partnership with Accounting, analyzing variances and presenting results
• Deliver executive summaries and monthly budget analysis to vertical and functional leadership
• Contribute to corporate deliverables including earnings prep and business reviews