Manager - FP&A

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

About UpEquity:

At UpEquity, we are pioneers in the real estate industry, dedicated to empowering individuals and businesses with innovative solutions that make home buying and selling more achievable for everyone. Our culture is rooted in collaboration, innovation, and a relentless commitment to making a meaningful impact.

Role and Responsibilities:

UpEquity is seeking a dedicated and detail-oriented Manager, FP&A to join our growing team. You will be instrumental in building out our finance function from the ground up and will have direct responsibility for key financial processes. This role offers high visibility and the chance to significantly influence our financial planning and strategic decision making

We are looking for a proactive individual who is not afraid to roll up their sleeves, take

ownership of tasks, and contribute to the development of a finance department

As a Manager, FP&A, you'll be responsible for a variety of tasks including but not limited to:

• Drive all CFO-related workstreams forward, including updating monthly financials, budgeting, bookkeeping, and building out financial projection models
• Perform customer-level data analysis (e.g., cohort analyses, unit economics, etc.)
• Working closely with the CEO and other key executives to research, plan, and execute on new initiatives and special projects

We know this role isn't for everybody, so this is what we're looking for:

• Previous work experience in consulting, private equity or investment banking, and/or venture capital
• 5+ years of experience in FP&A
• Previous experience (and a high level of proficiency) using Excel
• Proven ability to act autonomously. You're going to be expected to drive a lot of projects forward individually, and we want you to be resourceful enough to go figure things out
• Intellectual curiosity to present new ideas and think outside the box
• Willingness to develop an in-depth understanding of the real estate / mortgage industry (no prior experience necessary)
• Travel not expected for this position
• The ability to help shape processes and procedures from the ground up

Benefits:

Being a competitive startup organization, we care a lot about our employees and want to take care of them the best we can. Not only does your hard work pay off monetarily but we offer great benefits, perks and incentives to make sure your efforts are recognized. We offer:

• Competitive compensation
• PTO & Sick Time + 11 holidays to enjoy work/life balance
• Opportunities for growth and continuous development
• An exciting and positive work environment - we have snacks and drinks for you daily!

Important Details:

• You must reside in Austin or Chicago
• You must be willing to work in the office (Downtown Austin/Chicago)

For information on UpEquity, including more information on employee benefits and our company culture, visit our website at www.upequity.com.

UpEquity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.