Finance Manager - Corporate Fp&a

Upstart · Fintech · Remote · Finance

Upstart is seeking a Finance Manager for its Corporate FP&A team to support company-wide financial reporting consolidation, executive revenue forecasting, and partner with G&A and Tech leadership. This role focuses on improving financial visibility, strengthening forecasting rigor, and delivering actionable insights to executive leadership. Responsibilities include weekly revenue consolidation and reporting, budgeting and forecasting for G&A functions, monthly financial reviews, cross-functional collaboration, and designing financial reports and dashboards.

What you'd actually do

  1. Support the end-to-end weekly revenue and contribution consolidation process across the company, including data validation, variance analysis, and executive reporting; Lead preparation and delivery of executive-facing weekly revenue review materials in partnership with Business FP&A; Align with Business FP&A teams on forecasting methodologies, assumptions, and outputs; Analyze key drivers of revenue and contribution profit, delivering actionable insights; Continuously improve forecast accuracy, data quality, and process efficiency
  2. Drive annual budgeting and quarterly forecasting processes for G&A functions; Support enterprise-wide planning cycles and ensure cross-functional alignment; Enhance forecasting frameworks, tools, and governance for scalability and efficiency
  3. Support the enterprise-wide monthly close and financial review process; Oversee the month-end financial close and review process for the G&A functions; Ensure accuracy and integrity of financial results (actuals vs. forecast vs. budget); Deliver variance analysis and performance insights to G&A leadership; Provide proactive financial guidance to support decision-making
  4. Serve as the primary finance partner to various functional leadership (e.g., xx, xx ,xx ), owning budgeting, forecasting, and performance analysis. Provide proactive insights on cost optimization, headcount planning, and investment trade-offs.
  5. Design and enhance financial reports and dashboards for executive audiences; Translate complex data into clear, concise, and visually compelling insights; Elevate reporting from data-heavy outputs to narrative-driven decision support; Conduct ad hoc analyses to support strategic initiatives

Skills

Required

  • BS/MS in Finance, Economics, Computer Science, Statistics, or related field (or equivalent experience).
  • 7+ years of relevant experience in FP&A, Accounting, Investment Banking, or Corporate Finance.
  • Advanced proficiency in Excel/Google Sheets; adept at handling large datasets.
  • Strategic thinker with strong analytical and problem-solving skills.
  • Clear and effective communication skills
  • Highly organized, able to manage multiple priorities under tight deadlines.
  • Adaptable, independent, and effective in fast-paced environments.
  • Combines strategic mindset with strong execution discipline
  • Self-starter with strong attention to detail and execution focus

Nice to have

  • Experience with NetSuite and FP&A tools such as Adaptive Planning.
  • Proficiency with business intelligence and reporting tools (e.g., Looker, Tableau, Mode).
  • Familiarity with advanced analytics tools such as SQL, Python, or R.
  • Prior experience in the consumer marketplace lending or fintech industry.

What the JD emphasized

  • advanced AI
  • radically intelligent
  • advanced analytics tools