Vice President / Director of Finance, Upvest
More information about location
Investment API
Be an early applicant
Investment API
101-200 employees
Be an early applicant
More information about location
101-200 employees
Company mission
Upvest's mission is to make investing as easy as spending money and to enable businesses to build investment experiences their customers love.
Role
Who you are
- You have 8-10+ years of experience from a mix of Finance, private equity, investment banking or top-tier consulting roles, so you already bring very strong financial acumen, modelling and transaction related skills to the table. Additional background at a hypergrowth startup/scale-up, ideally in a fintech or (infrastructure) software context, is a big plus
- You know how to build interpersonal relationships and can influence and lead cross-functional discussions and decisions for real strategic and financial impact
- You are always looking to learn something new, are interested and can get deep into the details (if needed), while not losing sight of the big picture and steering the overall effort in the right direction
- You remain positive and solution focused and keep trying until you succeed, even when the situation is tough, something didn’t work the first time, or a mistake was made
- You have leadership and people management skills proven by clear development success stories, high eNPS on your teams, and serving as a magnet for talent
What the job involves
- We’re looking for fintech enthusiasts to join us in creating the financial infrastructure of tomorrow
- We’re building the first European Investment API to enable any financial institution offering a wide range of efficient and transparent investment products, such as stocks and ETFs in nominal, portfolio, and fractional form
- Our mission and vision is to make investing as easy as spending money and enable the next 100m people to invest
- As Upvest enters the next stage of growth, we are looking for an exceptional VP or Director of Finance
- You will work directly with our CFO Julian Lange building out the more analytical, forward-looking side of the Finance department, and also closely with our founder and CEO Martin Kassing to ensure Upvest reaches its ambitious goals
- You will lead building out our Financial Planning, Analysis & Impact (FPAI), Commercial Finance, and Data Analytics teams, each already led by an experienced lead and currently being staffed with additional (senior) analysts. From 5 people today, we will soon be 10+ here!
- Upvest has entered its stage of hypergrowth, so we now have a lot more live data to analyze and base our financial and strategic decisions on. We’re adding new clients, products, geographies, and revenue streams and hitting new records on our platform each quarter, so there is ever more complexity to consider and our decisions become more and more impactful
- Partner routinely with the CEO and rest of the management team as well as senior members from all other departments across the company to ensure we grow strongly and “in the right way”, as well as achieve high, “software like” contribution margins as we scale
- Interact with new and existing investors and our Board regularly and play a key role in fundraising activities, both on the equity and debt side
- Complete your world-class Finance skillset: From best-in-class tools and processes to your strategic role in business partnering, at Upvest you can complete learning Finance the modern/cutting edge way, so one day you yourself can become a sought after CFO! Julian has a proven track record of mentoring people and developing future leaders, you can be the next one!
- Be part of a top-notch Finance function: We already built a strong team of 11 people, which means you can focus your energy on your core responsibilities and always have the support of true Finance experts at your fingertips
Our take
Upvest is a fintech startup that empowers financial services companies to provide their customers with access to a full range of financial assets, including stocks, ETFs and crypto products. Upvest's investment API integrates seamlessly with its customers existing systems and is designed to scale easily, freeing companies from the need to develop their own brokerage and custody infrastructure from scratch.
As one of the few companies in Germany that is licensed for both the custody of traditional securities and crypto, Upvest is able to provide its services across Europe. Its solution has been readily adopted by some major players in the space including Ginmon, Vivid and ABN AMRO.
Upvest is backed by a number of Europe's largest tech VCs (Earlybird, Notion Capital, Partech, HV Capital, ABN AMRO Ventures) alongside American investment monolith BlackRock. In 2023 it closed a VC investment round which the company has claimed is one of the largest in the German fintech arena. Its impressive capital raise will go some way to achieving Upvest's goals of profitability as it expands into the US market.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 7 rounds)
Oct 2023
$31.8m
LATE VC
Jun 2022
$42m
SERIES B
Total funding: $91.2m
Company benefits
- Greenfield projects - We’re building something quite complex. A first in Europe. This means you get to work with cutting-edge technologies, with no legacy code.
- Wellbeing - Everyone here has access to our in-house coach. You can have regular sessions to support you personally and professionally. We also believe it’s important to have time out to rest and recover, which is why we offer 30 days’ holiday.
- Development - In keeping with one of our values, ‘Learn and grow’, every Upvenger has access to a development budget. And in line with one of our other values, ‘Own the outcome’, how you make the most of it is up to you.
- Flexibility - We work in a hybrid set-up, with the team spread around Germany and other parts of Europe. We give you the choice and budget to work where you’re most comfortable and productive, either at home or in the office. You choose.
Company values
- Learn and grow - We aim high to shape our future. We give and request honest feedback, knowing that we develop together. We value progression over perfection
- Team first - We make it easy for others. We value our differences and are open to others’ opinions. We win and celebrate together. We nurture teams, not egos
- Own the outcome - Whether we win or lose, we stand together. We are proactive and get the job done. There are many ways to reach the outcome
- Tell the story - We always start with the why. We share knowledge to empower others. We value transparency over complexity
Company HQ
Wrangelkiez, Berlin, Germany
Articles
Leadership
Martin Kassing
(CEO)They have experience in fintech, private equity and capital markets. Founded another fintech, Shop.co, which was acquired by Klarna.
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