Senior Financial Analyst, Upstart

• BS/MS Degree in Economics, Finance, Computer Science, Statistics or equivalent practical experience
• Minimum of 5 years of relevant FP&A 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 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
• Primary finance partner to the Lending Partnerships team, leading the forecast and planning cycles with key business partners as well as overseeing other opex functions
• End to end ownership of the Lending Partnership financial P&L model for revenue, margin, and expenses, driving financial accountability and transparency
• Manage operating expense budgets, working closely with department team leads to set, monitor, and manage budget
• Partner and collaborate with leadership team in planning strategic direction across the Personal Loan product, across operations,sales and marketing
• Support financial analysis for new product and pricing initiatives and build key metrics analysis
• Create reports and dashboards in BI tools such as Looker 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