FP&A Manager — Build the Finance Function & Strategy

UpEquity; Chicago, Northern (IL, KY); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Competitive compensation

PTO & Sick Time + 11 holidays

Growth opportunities

Office snacks

Job summary

UpEquity is seeking a Manager, FP&A to build and lead the finance function from the ground up. You will own monthly financial statements, budgeting, bookkeeping, and model financial projections, while performing customer-level analyses and partnering with the CEO on strategic initiatives.

You will play a key role in shaping processes from the ground up, with a proactive, autonomous approach and a drive to deliver results in a fast-paced startup environment.

Qualifications

• 5+ years of FP&A experience.
• Experience in consulting, private equity, investment banking or venture capital.
• Proficient in Excel and financial modeling.
• Ability to drive projects autonomously and think creatively.

Responsibilities

• Lead CFO-related workstreams: monthly financials, budgeting, bookkeeping, and financial projections.
• Perform customer-level data analysis (cohorts, unit economics).
• Collaborate with CEO and executives on new initiatives and strategic projects.

Skills

FP&A

Financial modeling

Cohort analysis

Unit economics

Budgeting

Data analysis

Tools

Excel

Job description

UpEquity is seeking a Manager, FP&A to build and lead the finance function from the ground up. You will own monthly financial statements, budgeting, bookkeeping, and model financial projections, while performing customer-level analyses and partnering with the CEO on strategic initiatives.

You will play a key role in shaping processes from the ground up, with a proactive, autonomous approach and a drive to deliver results in a fast-paced startup environment.