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    FP&A Senior Analyst - San Francisco, United States - Upgrade, Inc.

    Upgrade, Inc.
    Upgrade, Inc. San Francisco, United States

    4 weeks ago

    Default job background
    Description
    Upgrade is a fintech unicorn founded in 2017. We are the fastest-growing company in the Americas (Financial Times).

    In the last five years, over 15 million people have applied for an Upgrade card or loan, and we have delivered over $10 billion in affordable and responsible credit.

    Our innovative Upgrade Card is the fastest growing credit card in America (Nilson Report). Combining the flexibility of a credit card with the low cost of an installment loan helps us redefine banking.

    Upgrade has been named a "Best Place to Work in the Bay Area" three years in a row, one of the "Top Companies to work for in Arizona", and we have received awards for being a best company for Diversity, Women, Culture, and Veterans.

    We are looking for new team members who get excited about designing and delivering new and better products to join a team of 900 talented and passionate professionals.

    Come join us if you like to tackle big problems and make a meaningful difference in people's lives.
    The

    FP&A Senior Analyst


    works closely with the FP&A leader, CFO, and other members of the Finance Team to support the business strategic planning, development of new products, and other business initiatives.

    The ideal candidate will have at least 3-5 years of relevant experience and meet the educational requirements, attention to detail, and strong modeling skills.

    Essential responsibilities

    Support the annual and quarterly budget
    Maintain existing financial models or create new models to drive qualitative insights to support business decisions
    Build data models in Excel and/or other tools to support business needs
    Assist and provide ad-hoc support to CFO
    Prepare monthly/ quarterly expense reports and headcount tracking
    Partner with the accounting team to prepare monthly/quarter G&A variance analysis
    Partner with the vendor team to identify new vendors being onboarded and savings opportunities at renewal.
    Identify opportunities for simplification and automation
    Partner with other departments as needed with queries and business metrics.
    Assist with special projects as assigned
    Qualifications/Requirements

    Bachelor's degree in Accounting/Finance
    3-5 years of finance or investment banking experience preferably in financial services
    Ability to communicate financial performance, business insights, and strategic recommendations to senior management
    Team player with proven leadership experience and ability to work cross-functionally
    Strong analytical, problem-solving, and decision-making abilities.
    Excellent verbal, written, and interpersonal communication skills
    Strong excel or google sheets modeling skills
    Experience with SQL
    Strong organizational, multi-tasking, and prioritizing skills
    Benefits/Perks

    • Competitive salary and stock option plan
    • 100% paid coverage of medical, dental and vision insurance
    • 401K match
    • Unlimited vacation
    • Learning stipend for personal growth and development
    • Paid parental leave
    • Health & wellness initiatives
    ________________________________________________________________________________________
    We are an equal opportunity employer and value diversity at our company.

    We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

    California Employee Privacy Notice

    Effective Date: 1/1/2020

    Notice to Applicants for Employment, Employees, and Contractors:


    This California Employee Privacy Notice is intended to provide California consumers who are employed or apply for employment or a contractor position with Upgrade information about the categories of personal information Upgrade collects and how the company uses this information.

    For any questions about this notice, please contact

    Personal Information Upgrade Collects:

    Identifying information:

    including name, address, email, telephone number, social security number, driver license number, passport number, and other personal identifying information.

    Information you provide as a part of a job application or from a background check performed after a job offered is extended, including employment, education, credit, and criminal history.

    Data on work productivity and performance, including hours worked, electronic network activity, and tasks performed.

    Purposes for Collecting Personal Information:
    To consider applications for employment. To complete payments, including payroll, expense reimbursement, other compensation-related payments, and the administration of stock options. To administer benefits, including medical, dental, vision, commuter, and retirement benefits. To provide human resources services and conduct performance evaluations. To monitor work eligibility including work-related licenses, credentials, training, and eligibility to work in the United States. To ensure a safe and efficient working environment. To comply with applicable legal or regulatory requirements including state and federal company reporting obligations.
    #J-18808-Ljbffr
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