Job Description

Role Description

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.

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.

How you’ll make an impact

• Weekly Revenue Consolidation & Reporting:
  • 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.
• Budgeting and Forecasting:
  • 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.
• Monthly Financial Review:
  • 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.
• Cross-Functional Collaboration:
  • 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.
• Reporting and Dashboarding:
  • 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.

Qualifications

• 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.

Requirements

• 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.

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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