Finance Manager, Bank Finance
UpstartAI Lending company
United States$133,400 - $184,600 USDManager
Finance
About the role
TL;DR
Finance Manager to own bank's integrated financial model, lead forecasting, and support strategic finance.
- •Upstart's Corporate FP&A team is seeking an experienced Finance Manager to support strategic finance for Upstart Bank.
- •This role will own the bank's integrated financial model, lead forecasting, and support reporting for the Bank Board and ALCO.
- •Key Responsibilities Own and enhance the bank's integrated financial model across income statement, balance sheet, cash flow, capital, and liquidity.
- •Develop long-range forecasts, scenario analyses, and planning assumptions.
- •Monitor financial performance, identify key drivers, and provide actionable recommendations.
- •Partner closely with Treasury, Risk, Accounting, and other cross-functional teams.
- •Requirements Bachelor's degree in Finance, Economics, Accounting, Business, or equivalent experience. 7+ years of relevant experience in Financial Services, Corporate Finance, Treasury Finance, or FP&A.
- •Strong understanding of bank financial statements, balance sheet management, and financial forecasting.
- •Advanced proficiency in Excel or Google Sheets, including complex financial modeling.
- •Clear written and verbal communication skills for presenting to senior audiences.
Required skills
FP&AFinancial ModelingExcelSQL
Nice-to-have skills
LookerTableauRisk ManagementTreasuryCompliance Management
Domain expertise
fintech
Benefits & perks
Bonus opportunities, Equity compensation, 401(k) with company match, Employee Stock Purchase Plan (ESPP), Medical insurance, Dental insurance, Vision insurance, Wellness resources, Health Savings Account contributions, Life insurance, Disability coverage, Paid time off, Sick leave, Company holidays, Paid family and parental leave, Fertility support, Parenthood support, Caregiving support, Employee Assistance Program (EAP), Financial wellness resources, Annual wellness allowance, Annual productivity allowance, Team events, All-company updates, Employee resource groups (ERGs)
Tech stack
ExcelLookerTableauSQL