Commercial Finance Lead, Upvest
More information about location
Investment API
Posted today
Investment API
101-200 employees
Posted today
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
- 7+ years in commercial finance and business partnering roles —ideally in enterprise SaaS or high-growth fintech. Experience from Investment Banking, Private Equity or Management Consulting is also a plus!
- Expertise in financial modeling, forecasting, unit economics and KPI development
- Data savviness - you are hands-on with Looker and financial tools and are not afraid to use your data skills to get your “hands dirty”
- You are an excellent communicator and are able to distill complex financial data into concise narratives for non-finance audiences
What the job involves
- As Upvest continues on its exponential growth path, we are looking for an exceptional Commercial Finance Lead to join our Finance team
- You will play a key role in building out a world-class Commercial Finance function, developing and owning the relationship with our Commercial (Growth) teams to drive strategic decision making relating to top-line
- Reporting to our VP Finance, Josh Masser, you will have the opportunity to work directly with senior stakeholders across the business
- Upvest has entered its stage of hypergrowth, so we now have a lot more live data to analyze and drive strategic decisions making. This is the time to double down on partnering to enable our commercial activities to continue to grow and you will be responsible for building this function out
- Own the relationship with our Growth organization, fostering a data-driven approach to ensure we grow strongly and in a sustainable manner - achieving high, “software like” contribution margins as we scale
- Orchestrate topline planning, together with go-to-market stakeholders and FPAI (Financial Planning, Analysis & Impact), as well as playing a key role in Board and Investor Reporting
- Build a world class commercial finance function from the ground up: We’re only a couple of years into our journey, so lots of things in Finance and across the company can still be implemented and developed
- There is a real opportunity to drive significant impact in the business through enabling exponential growth:
- Develop frameworks to drive positive customer outcomes with sharp analysis on pricing, revenue, and unit economics
- Support the team with partner/vendor negotiations
- Incorporate smart short-cuts & automations for recurring activities (closing, reporting, deal support, etc.)
- Be part of a top-notch, diverse Finance function that enables a continuous learning environment: We already built a strong team of 15 people, which means you can focus your energy on your core responsibilities and always have the support of true Finance experts at your fingertips. We are live with BigQuery/Looker, Netsuite ERP and Abacum (next-gen financial planning & reporting tool)
- A very experienced team and culture driven organization at Upvest: We are one of Europe’s fastest growing fintechs thanks to having assembled a world-class team with lots of experience across all key domains that we require for our success, from banking and risk to regulatory, legal and compliance to - last but certainly not least - product and engineering. The organization is full of people who have successfully scaled companies before, who understand the importance and live and breathe culture and “people first”
- Have fun in the process!
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. This was followed up by an impressive Series C at the end of 2024, which is being used to grow its team, enhance its product and cement its presence in the UK.
Steph
Company Specialist at Welcome to the Jungle
Insights
40% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
Dec 2024
$105.1m
SERIES C
Oct 2023
$31.8m
LATE VC
Total funding: $197.6m
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 HQ
Kollwitzkiez, Berlin, Germany
Leadership
Martin Kassing
(Founder & 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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