Corporate FP&A Manager

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About the role

Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B. We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal. We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people. About the Role: We are looking for a Corporate FP&A Manager to join our FP&A team. This position reports into the Head of FP&A, and is based in our San Francisco office in a hybrid capacity (specifically on Tuesdays, Wednesdays, and Thursdays). What You'll Do: • Lead and manage the company's comprehensive financial planning cycles, including annual budgeting, quarterly forecasting, and long-range strategic planning. • Develop and maintain sophisticated financial models (P&L, Balance Sheet, Cash Flow) to support scenario planning, strategic initiatives, and growth opportunities. • Lead and orchestrate the F P&A process, coordinating the forecasting calendar, consolidating diverse financial inputs, and collaborating closely with business unit finance leads to develop insightful variance commentary, and with accounting to understand historical performance. • Conduct in-depth financial analysis of actual versus budget/forecast variances, identifying key drivers, risks, and opportunities, and presenting actionable insights to management. • Partner with department heads across the organization (Marketing, Operations, G&A, Product & Engineering) to understand their financial needs, provide financial guidance, and ensure alignment with overall company goals. • Prepare and present clear, concise, and impactful financial reports and presentations for senior management, the executive team, and other stakeholders. • Identify and implement process improvements and automation opportunities within FP&A to enhance efficiency, accuracy, and scalability. • Manage the implementation of Aleph for automating and budgeting. What We Look For: • Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA, CPA, CFA, or other relevant designation is preferred. • 5+ years of progressive experience in Financial Planning & Analysis (FP&A) roles, preferably within a fast-paced fintech or financial services environment. • Demonstrated expertise in financial modeling, budgeting, forecasting, and variance analysis. • Proficiency in Excel, experience in a financial planning tool (ideally Aleph), and experience using AI in financial forecasting or reporting is required. Netsuite experience is preferred • Experience with SQL as well as business intelligence tools (e.g., Tableau) is preferred. • Excellent analytical, problem-solving, and critical thinking skills, with the ability to distill complex financial data into clear, actionable insights. • Superior communication and presentation skills, with the ability to effectively convey financial information to both finance and non-finance audiences. • Proven ability to collaborate effectively with cross-functional teams and build strong working relati

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