Accountant, Upvest
More information about location
Investment API
Open for applications
Investment API
101-200 employees
Open for applications
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
- We’re looking for fintech enthusiasts to join us in creating the financial infrastructure of tomorrow
- We value a mindset that challenges the status quo and drives efficiency
- Solid expertise in accounting and related processes
- Initial work experience in a relevant field (e.g. accounting, audit, or advisory)
- Strong communication skills in English, with the ability to simplify and explain complex concepts
- Proficiency in Excel
- A strong sense of ownership and responsibility
- Keen attention to detail
- Eagerness to deepen knowledge in accounting, processes, internal controls, and related areas
Desirable
- Worked with Oracle NetSuite or similar accounting/ERP system(s) before
- Knowhow of German banking GAAP (“RechKredV”)
What the job involves
- Accounting plays a critical role in our mission by ensuring that we have accurate and complete financial data to drive strategic decisions
- As a key player in our accounting department, you’ll ensure the integrity of our general ledger—the foundation for internal and external reports that support stakeholders such as investors, regulators, tax authorities, and the public
- To achieve this, you will implement smart, streamlined processes, establish robust controls, and continually seek ways to improve
- Manage day-to-day accounting tasks, ensuring smooth monthly, quarterly, and yearly closings
- Evaluate existing processes, proposing and implementing ideas to automate and optimize workflows
- Enhance and maintain accounting-related internal controls to ensure compliance with external and internal audits (including ISAE 3402)
- Develop clear and detailed work instructions
- Leverage the features of our newly migrated ERP system to maximize efficiency
- Provide essential support during external and internal audits and other accounting related projects
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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