About The Position

Upstart's Corporate FP&A team is seeking a strategic and execution-focused Finance Manager to support company-wide financial reporting consolidation, support executive revenue forecasting reviews, and partner with G&A and Tech leadership. This role is central to improving financial visibility, strengthening forecasting rigor, and delivering actionable insights to executive leadership. This role offers strong exposure to executive leadership and the opportunity to influence key business decisions through high-quality financial analysis and reporting. As a Corporate FP&A Manager at Upstart, you will help drive financial visibility across company performance, unit economics, and cost optimization. You will partner closely with Business FP&A, Accounting, Investor Relations, and G&A leadership to provide transparency into business performance. This role requires a strong balance of strategic thinking and operational execution, with a focus on improving forecasting accuracy, enabling data-driven decision-making, and building scalable financial processes and infrastructure.

Requirements

  • BS/MS in Finance, Economics, Computer Science, Statistics, or related field (or equivalent experience).
  • 7+ years of relevant experience in FP&A, Accounting, Investment Banking, or Corporate Finance.
  • Advanced proficiency in Excel/Google Sheets; adept at handling large datasets.
  • Strategic thinker with strong analytical and problem-solving skills.
  • Clear and effective communication skills
  • Highly organized, able to manage multiple priorities under tight deadlines.
  • Adaptable, independent, and effective in fast-paced environments.
  • Combines strategic mindset with strong execution discipline
  • Self-starter with strong attention to detail and execution focus

Nice To Haves

  • Experience with NetSuite and FP&A tools such as Adaptive Planning.
  • Proficiency with business intelligence and reporting tools (e.g., Looker, Tableau, Mode).
  • Familiarity with advanced analytics tools such as SQL, Python, or R.
  • Prior experience in the consumer marketplace lending or fintech industry.

Responsibilities

  • Support the end-to-end weekly revenue and contribution consolidation process across the company, including data validation, variance analysis, and executive reporting.
  • Lead preparation and delivery of executive-facing weekly revenue review materials in partnership with Business FP&A.
  • Align with Business FP&A teams on forecasting methodologies, assumptions, and outputs.
  • Analyze key drivers of revenue and contribution profit, delivering actionable insights.
  • Continuously improve forecast accuracy, data quality, and process efficiency.
  • Drive annual budgeting and quarterly forecasting processes for G&A functions.
  • Support enterprise-wide planning cycles and ensure cross-functional alignment.
  • Enhance forecasting frameworks, tools, and governance for scalability and efficiency.
  • Support the enterprise-wide monthly close and financial review process.
  • Oversee the month-end financial close and review process for the G&A functions.
  • Ensure accuracy and integrity of financial results (actuals vs. forecast vs. budget).
  • Deliver variance analysis and performance insights to G&A leadership.
  • Provide proactive financial guidance to support decision-making.
  • Serve as the primary finance partner to various functional leadership, owning budgeting, forecasting, and performance analysis.
  • Provide proactive insights on cost optimization, headcount planning, and investment trade-offs.
  • Design and enhance financial reports and dashboards for executive audiences.
  • Translate complex data into clear, concise, and visually compelling insights.
  • Elevate reporting from data-heavy outputs to narrative-driven decision support.
  • Conduct ad hoc analyses to support strategic initiatives.

Benefits

  • Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly
  • Retirement benefits to help you plan for the future, including a 401(k) or Group Retirement Savings Plan with a company match of $2 for every $1 contributed, up to $15,000 annually (USD in the US, CAD in Canada)
  • Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible employees (US only)
  • Comprehensive health coverage designed to support you and your family, including medical, dental, vision, and wellness resources for US and supplemental health coverage for Canada.
  • Health Savings Account contributions from Upstart for eligible plans (US only)
  • Income protection benefits, including life insurance and disability coverage for added financial security
  • Paid time off, sick leave, and company holidays, in line with local requirements
  • Paid family and parental leave to support caregiving and major life moments (duration varies by country)
  • Family-centered benefits to support fertility, parenthood, and caregiving needs
  • Employee Assistance Program (EAP) offering mental health support and life-centered resources
  • Financial wellness resources, including access to financial planning tools and a financial concierge service (US Only)
  • Annual wellness allowance to support your physical and emotional well-being and personal development, based on what matters most to you
  • Annual productivity allowance to invest in relevant tools and resources you need to do your best work, no matter where you work from
  • Connection and community through team events, all-company updates, and employee resource groups (ERGs)
  • Onsite perks, including catered lunches and fully stocked micro-kitchens when working from one of our offices in the Bay Area, Austin, Columbus, and New York City (opening Summer 2026!)
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