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
- Senior Financial Analyst partnering with Semperis, a cybersecurity company, on integrated forecasting, reporting, and analysis. Scaling FP&A processes and advising leaders on financial decisions.
Responsibilities
- Support the annual budget, monthly forecast, and BVA (budget vs. actuals) processes
- Own forecasting, reporting, and variance analysis for designated P&L areas and the consolidated balance sheet and cash flow
- Prepare cash forecast updates every other week
- Manage FP&A-related investor reporting and deliverables
- Assist with reporting, presentations, and supporting analysis for executive leadership and the Board of Directors
- Conduct benchmarking analyses and translate findings into actionable insights
- Provide financial guidance for assigned business areas, including budget management, forecasting, reporting, variance analysis, and ad hoc support
- Partner with cross-functional stakeholders to understand business drivers, surface risks and opportunities, and connect operational plans to financial outcomes
- Support the continued development and adoption of Workday Adaptive Planning
- Help drive scale in FP&A processes, improve efficiency, and strengthen data and information flow
- Participate in strategic projects and other initiatives to improve planning, reporting, and decision support
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 5+ years of progressive experience in FP&A, corporate finance, investment banking, transaction advisory, or public accounting
- Strong financial modeling, forecasting, variance analysis, and scenario planning skills
- Experience building fully integrated three-statement models covering P&L, Balance Sheet, and Cash Flow
- Advanced Excel and PowerPoint proficiency
- Ability to distill complex data into clear, actionable insights
- Ability to communicate financial concepts verbally and in writing to non-financial and senior audiences
- Ability to manage multiple priorities in a fast-paced, high-growth environment
- MBA or CFA is a bonus
- SaaS and/or cybersecurity industry experience is a bonus
- Experience with Workday Adaptive Planning, Oracle NetSuite, Power BI, or Salesforce is a bonus
- Experience with benchmarking and investor reporting is a bonus
- Experience using AI or automation tools to streamline financial reporting and analysis is a bonus
Benefits
- Hybrid work model: up to three days per week in the office and remotely the remaining days
- Employee experience rooted in purpose, growth, and balance
- Healthy balance between work and life
- Reasonable accommodation for applicants with disabilities
- Equal opportunity employment
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