Financial Analyst

Key Responsibilities

• Support short- and long-term planning and forecasting using driver-based models and ROI analysis.

• Identify trends, risks, and opportunities and provide actionable recommendations.

• Analyze unit economics for new products and summarize insights for decision-making.

• Collaborate cross-functionally to translate business assumptions into forecasts and financial implications.

• Build scalable FP&A tools by improving models and automating reporting processes.

• Partner with Accounting during month-end and quarter-end close, analyze variances, and communicate results.

• Prepare executive summaries, monthly financial updates, and materials for earnings, board reviews, and business reporting.

• Bachelor’s degree in Finance, Accounting, Economics, Statistics, or a related quantitative field (or equivalent experience).

• 2+ years of relevant experience.

• Strong proficiency in Excel/Google Sheets and financial modeling (driver-based and scenario analysis).

• Strong presentation and communication skills.

• Ability to learn quickly, work independently, and adapt in a fast-paced environment.

• Strong organizational skills with the ability to manage multiple priorities and deadlines.

• Experience with SQL, Python, or R for analysis or automation.

• Familiarity with BI tools such as Looker, Mode, or Tableau.

• Experience with planning tools like Adaptive Insights or Anaplan.

• Exposure to B2C SaaS, lending, or fintech industries.

• Location: Remote (U.S.)

• Time Zones: East and West Coast collaboration.

• Travel: Occasional onsite meetings (typically once or twice per quarter).

• Base Salary (U.S. Remote): $82,000 – $113,000 USD
  Actual compensation depends on location, experience, skills, and education. Total compensation may include bonus and equity.

Upstart offers a comprehensive benefits package including:

• Competitive salary, bonuses, and equity grants

• 401(k) with strong company matching

• Employee Stock Purchase Plan (ESPP)

• Medical, dental, and vision coverage (company covers 90–100%)

• Health Savings Account contributions

• Life insurance and disability coverage

• Paid time off, holidays, and parental leave

• Fertility, caregiving, and family support benefits

• Employee Assistance Program (EAP)

• Financial wellness resources and planning tools

• Annual wellness and productivity allowances

• Team events, onsite collaboration, and employee resource groups

• Office perks such as catered meals and stocked kitchens (for onsite work)

Upstart is committed to inclusive hiring and equal employment opportunities.