Upstart

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Financial Analyst

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 1,001-5,000Since 2012H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

118 days ago

Salary

$82K - $113K / year

Bachelor Degree2 yrs expEnglishPythonSQLTableau

Job Description

• Support short- and long-term planning and forecasting with driver-based modeling and ROI analysis; highlight trends, risks, and opportunities to guide action • Analyze new-product unit economics and convert findings into concise, actionable recommendations • Collaborate cross-functionally to translate assumptions into forecasts, sensitivities, and clear financial implications • Create scalable FP&A tools and processes by refining models and automating reporting to improve accuracy, speed, and clarity of insights • Partner with Accounting on month- and quarter-end close; reconcile to forecast, analyze variances, and communicate results • Deliver executive summaries and monthly financial updates for leaders, and support earnings prep, board/business reviews, and consolidated reporting

Job Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, Statistics, or a related quantitative field (or equivalent practical experience)
  • 2+ years of relevant experience
  • Proficiency in Excel/Google Sheets and financial modeling (driver-based, scenario analysis)
  • Strong presentation skills; comfortable communicating with multiple levels of leadership
  • Proven ability to learn quickly, work independently, and adapt in a fast-paced environment
  • Highly organized with the ability to manage multiple priorities and meet deadlines
  • Experience with SQL (and/or Python/R) for analysis or report automation
  • Familiarity with BI tools (Looker, Mode, Tableau)
  • Experience with planning software (e.g., Adaptive Insights, Anaplan)
  • Industry exposure to B2C SaaS or lending/fintech

Benefits

  • Competitive Compensation (base + bonus & equity)
  • Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart
  • 401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings
  • Employee Stock Purchase Plan (ESPP)
  • Life and disability insurance
  • Generous holiday, vacation, sick and safety leave
  • Supportive parental, family care, and military leave programs
  • Annual wellness, technology & ergonomic reimbursement programs
  • Social activities including team events and onsites, all-company updates, employee resource groups (ERGs), and other interest groups such as book clubs, fitness, investing, and volunteering
  • Catered lunches + snacks & drinks when working in offices

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