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Senior Financial Analyst, Personal Loans
Company | Upstart |
Address | United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-07-17 |
Posted at | 11 months ago |
About Upstart
- End to end ownership of the Lending Partnership financial P&L model for revenue, margin, and expenses, driving financial accountability and transparency
- Support month-end and quarter-end processes, working closely with Accounting to understand key variances, summarize and present the results to the Finance Leadership
- Support financial analysis for new product and pricing initiatives and build key metrics analysis
- Primary finance partner to the Lending Partnerships team, leading the forecast and planning cycles with key business partners as well as overseeing other opex functions
- Partner and collaborate with leadership team in planning strategic direction across the Personal Loan product, across operations,sales and marketing
- Manage operating expense budgets, working closely with department team leads to set, monitor, and manage budget
- Create reports and dashboards in BI tools such as Looker to monitor financial trends and relevant metrics and report on key insights
- Prepare executive summaries with monthly results and key stats and communicate findings of monthly budget analysis to functional leadership
- Support key corporate financial deliverables as needed, such as earnings preparation and monthly business reviews
- Experience with NetSuite
- Organized and proven ability to juggle multiple tasks while still meeting deadlines
- Experience with BI/reporting tools such as Looker or Tableau
- Previous consumer marketplace lending industry experience
- Excellent presentation skills and comfort in communicating with multiple levels of leadership
- Proven track record in demonstrating well-developed strategic, analytical, interpersonal, organizational and communications skills
- Proven ability to learn quickly, work independently, and adapt to change in a fast-paced environment
- Minimum of 5 years of relevant FP&A experiences
- BS/MS Degree in Economics, Finance, Computer Science, Statistics or equivalent practical experience
- Highly competent in Excel and/or Google Sheets: excellent modeling skills and ability to perform complex analyses with big data sets required
- Minimum qualifications:
- Preferred qualifications:
- Experience with advanced data analytics tools such as SQL, Python or R
- Social activities including team events and onsites, all-company updates, employee resource groups (ERGs), and other interest groups such as book clubs, fitness, investing, and volunteering
- Generous holiday, vacation, sick and safety leave
- Catered lunches + snacks & drinks when working in offices
- Life and disability insurance
- Annual wellness, technology & ergonomic reimbursement programs
- Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart
- 401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings
- Employee Stock Purchase Plan (ESPP)
- Supportive parental, family care, and military leave programs
- Competitive Compensation (base + bonus & equity)
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