Corporate FP&A Manager

The role

The Corporate FP&A Manager will lead financial planning cycles, including budgeting, forecasting, and strategic planning. This person will develop financial models and partner with department heads to provide financial guidance and insights.

What you will do

• Lead and manage the company's comprehensive financial planning cycles
• Develop and maintain sophisticated financial models
• Lead and orchestrate the FP&A process
• Conduct in-depth financial analysis of actual versus budget/forecast variances
• Partner with department heads across the organization
• Prepare and present financial reports and presentations for senior management
• Identify and implement process improvements and automation opportunities
• Manage the implementation of Aleph for automating and budgeting

Required qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 5+ years of progressive experience in Financial Planning & Analysis (FP&A) roles
• Demonstrated expertise in financial modeling, budgeting, forecasting, and variance analysis
• Proficiency in Excel
• Experience in a financial planning tool (ideally Aleph)
• Experience using AI in financial forecasting or reporting

Nice to have

• MBA, CPA, CFA, or other relevant designation
• Experience within a fast-paced fintech or financial services environment
• Netsuite experience
• Experience with SQL
• Experience with business intelligence tools (e.g., Tableau)
• Experience with consumer lending or credit products

Benefits

• Competitive salary and stock option plan
• Medical, dental and vision insurance
• Flexible PTO
• Opportunities for professional growth and development
• Paid parental leave
• Health & wellness initiatives

About the company

Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, they have helped over 7.5 million customers access over $42 billion in consumer credit.