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Senior Financial Analyst

Company: Upstart
Location: San Mateo
Posted on: June 6, 2021

Job Description:

About Upstart

Upstart is a leading AI lending platform partnering with banks to expand access to affordable credit. As we transitioned to being a public company, we're now poised to leverage our domain expertise and revolutionize every aspect of lending and credit risk evaluation. We've recently expanded our offerings to include automobile refinancing and we plan to take on more verticals as the business grows.

By leveraging Upstart's AI platform, Upstart-powered banks can have higher approval rates and lower loss rates, while simultaneously delivering the exceptional digital-first lending experience their customers demand. Upstart's patent-pending platform is the first to receive a no-action letter from the Consumer Financial Protection Bureau related to fair lending. Upstart is based in San Mateo, California and Columbus, Ohio.

Most Upstarters join us because they connect with our mission of enabling access to effortless credit based on true risk. If you are energized by the impact you can make at Upstart, we'd love to hear from you!

The Team

The FP&A team at Upstart plays an integral part in the company's business and financial planning process. We are looking for a highly motivated and hard-working individual to join our team to support our Sales and Bank Partnerships function, as well as support other operational and strategic decision making across the organization.

As a Senior FP&A Analyst at Upstart, you will drive and support all aspects of financial planning and analysis. You'll take ownership of all areas 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. If you are naturally curious, love data, versed in financial modeling and analysis, and an excellent communicator who enjoys collaborating with people with a diverse set of talents, this could be a great opportunity for you.

Here is more about what you'll be doing:

  • Partner and collaborate with senior leadership team in planning strategic direction
  • Lead forecast and planning cycles with key business partners
  • Drive financial accountability and transparency
  • Own sales team relationship that drives our bank partnerships, develop relationships, and serve as key point of contact
  • Manage operating expense budgets, working closely with department team leads to set, monitor, and manage budget
  • Assist in reviewing contracts that are material to the company's revenues and expenses
  • Analyze profitability of bank partnership deals and P&L modeling
  • Drive financial analysis for new initiatives
  • Create reports and dashboards in BI tools such as Looker
  • Monitor financial trends in relevant metrics and report on key insights
  • Support monthly result analyses, 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 key findings of monthly budget analysis to functional leadership
  • Support key financial deliverables, such as earnings preparation and monthly business reviews

Here is what we're looking for:

  • Minimum requirements:
  • 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

  • Preferred qualifications:
  • Experience with NetSuite
  • Experience with BI/reporting tools such as Looker or Tableau
  • Experience with advanced data analytics tools such as SQL, Python or R
  • Previous consumer marketplace lending industry experience
  • Previous sales finance experience

What you'll love:

  • Catered lunches + snacks & drinks
  • Comprehensive medical, dental, and vision coverage
  • Life insurance and disability benefits
  • Competitive Compensation (base + bonus & equity)
  • Personal Development and Technology & Ergonomic Budgets
  • Upstarter Clubs (Fitstarts, Superwomen, Book Club, Investing, and so many more!)
  • Generous vacation policy
  • 11 company paid holidays
  • 401K

Upstart is a proud Equal Opportunity Employer. Since day one, we've been dedicated to ensuring that underrepresented classes receive better access to affordable credit, and are just as committed to embracing diversity and inclusion in our hiring practices. We celebrate all cultures, backgrounds, perspectives, and experiences, and know that we can only become better together.

Keywords: Upstart, San Mateo , Senior Financial Analyst, Other , San Mateo, California

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