Senior Financial Analyst driving FP&A, forecasting, and executive reporting for Upstart’s AI lending marketplace. Supporting financial decisions across its Unsecured Lending organization.
About the role
- Finance Consultant helping organizations make defensible decisions through financial modeling, forecasting and cost analysis. Translating complex findings into executive recommendations for consulting clients.
Responsibilities
- Develop complex multi-year and multi-variable financial, economic and scenario models
- Conduct financial reviews, assessments and analysis
- Complete cost-benefit analysis, benchmarking, activity-based costing and options analysis
- Develop financial forecasts, funding models and cost-management strategies
- Assess project, program or organizational benefits and benefit realization
- Review financial information and identify key risks, opportunities and implications
- Translate detailed analysis into clear recommendations for executives and decision-makers
- Create concise, executive-level reports, presentations and decision materials
- Support workshops, client meetings and stakeholder discussions
- Manage own workstreams and contribute to larger consulting engagements
- Support business development by identifying opportunities, contributing to proposals and helping develop new client relationships
Requirements
- Experience with financial modelling, economic modelling, forecasting or scenario analysis
- Experience with financial reviews, assessments or business-case development
- Experience with cost-benefit analysis, benchmarking or activity-based costing
- Experience developing funding models or cost-management strategies
- Experience preparing analysis and recommendations for executives or senior decision-makers
- Experience in consulting, advisory, corporate finance, strategy, public-sector finance or a similarly analytical environment
- Advanced use of Microsoft Excel
- Strong capability with Word and PowerPoint
- Experience contributing to client relationships, proposals or business development
- Public-sector organization, public-sector financial reporting or government funding experience is a strong asset
- CPA or another recognized accounting designation, MBA, degree in Economics, Finance, Accounting, Business or a related discipline, or an equivalent combination of education and directly relevant experience
- Ability to work independently in an environment where the answer is not always obvious
- Shortlisted candidates must complete a brief practical exercise
Benefits
- Comprehensive extended health benefits
- Health Spending Account
- Flexible and hybrid work arrangements
- Additional employee benefits and programs
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