Financial Planning and Analysis Manager, Upstart

• BS/MS Degree in Economics, Finance, Computer Science, Statistics or equivalent practical experience
• Minimum of 7 years of relevant FP&A/investment banking/corporate finance experiences
• Highly competent in Excel and/or Google Sheets: excellent 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 deadlines

Desirable

• As a Finance Manager 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 an excellent communicator who enjoys collaborating with people with a diverse set of talents, this could be a great opportunity for you
• Primary finance lead responsible for marketplace management for Upstart’s Core product, Personal Loans
• Partner and collaborate with Analytics, Investor Services and Lending Partnership teams in planning and managing the strategic direction for Personal Loan
• Develop comprehensive financial models to assess financial impact of marketplace management decisions, providing actionable insights to optimize performance and strategic outcomes
• Support financial analysis for new and existing pricing initiatives and build key metrics analysis
• Serve as the primary finance partner to the Lending Partnerships vertical team, overseeing their P&L management, including revenue, operating expenses, and profitability across all Upstart products
• Create reports and dashboards in BI tools 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 functional leadership
• Support key corporate financial deliverables as needed, such as earnings preparation and monthly business reviews