Finance Manager, Bank Finance

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $133.4k - $184.6k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Upstart

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🚘 Automotive

💼 Consulting

🏥 Healthcare

Automotive • Consulting • Healthcare

Upstart is a leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. The company focuses on revolutionizing lending and credit risk evaluation by leveraging its AI marketplace, which allows for higher approval rates and lower loss rates for Upstart-powered banks and credit unions. Recently, Upstart has expanded its offerings to include automobile refinancing. With a mission to enable effortless credit based on true risk, Upstart is also known for its digital-first lending experience and holds a significant position in the financial services sector.

📋 Description

• Own and enhance Upstart Bank’s integrated financial model across the income statement, balance sheet, cash flow, capital, liquidity, and regulatory forecasting • Develop long-range forecasts, scenario analyses, and planning assumptions for strategic planning and regulatory readiness • Evaluate new products, funding strategies, and balance sheet initiatives through financial modeling and scenario analysis • Improve model governance, automation, and forecasting accuracy • Support Bank Board, ALCO, and executive reporting • Monitor financial and operating performance through recurring reporting and variance analysis • Identify business drivers, emerging risks, and opportunities and provide actionable recommendations to leadership • Build dashboards and reporting covering bank performance, balance sheet trends, capital, and liquidity • Partner with Treasury, Risk, Accounting, Product, Capital Markets, and Corporate FP&A • Support strategic initiatives, regulatory requests, capital planning, balance sheet forecasting, and financial stress-testing exercises • Evaluate the financial impact of business growth, funding strategies, balance sheet decisions, and changing economic conditions

🎯 Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field, or equivalent professional experience • 7+ years of relevant experience in Financial Services, Corporate Finance, Treasury Finance, Capital Planning, Asset Liability Management, Strategic Finance, or FP&A • Experience working within a bank, fintech, consumer lender, or other regulated financial institution • Strong understanding of bank financial statements, balance sheet management, capital planning, and financial forecasting • Advanced proficiency in Excel or Google Sheets, including complex financial models • Strong analytical and problem-solving skills • Clear written and verbal communication skills, including presenting complex financial information to senior audiences • Ability to manage multiple priorities under tight deadlines • Strong attention to detail, ownership, and execution discipline • Preferred: experience supporting ALCO, Board reporting, Treasury Finance, capital planning, or bank financial forecasting • Preferred: integrated bank financial modeling, stress testing, and capital adequacy assessments • Preferred: familiarity with regulatory capital frameworks and metrics, including CET1, Tier 1 Capital, Total Capital, leverage ratio, risk-weighted assets, and CBLR • Preferred: understanding of asset liability management, interest-rate risk, liquidity management, deposit modeling, and funding strategy • Preferred: experience preparing materials for a bank Board, Board committee, ALCO, or other governance forum • Preferred: experience with Adaptive Planning, NetSuite, or similar systems • Preferred: proficiency with Looker, Tableau, or Mode • Preferred: familiarity with SQL or other advanced analytical tools • Preferred: prior experience in digital banking, consumer lending, marketplace lending, or a de novo bank environment

🏖️ Benefits

• Competitive compensation, including base pay, bonus opportunities, and annual equity grants that vest quarterly • 401(k) or Group Retirement Savings Plan with a company match of $2 for every $1 contributed, up to $15,000 annually • Employee Stock Purchase Plan (ESPP) with discounted stock purchase options for eligible US employees • Medical, dental, vision, and wellness resources for US employees • Supplemental health coverage for Canada • Health Savings Account contributions for eligible US plans • Life insurance and disability coverage • Paid time off, sick leave, and company holidays • Paid family and parental leave • Fertility, parenthood, and caregiving benefits • Employee Assistance Program with mental health support and life-centered resources • Financial planning tools and financial concierge service for US employees • Annual wellness allowance • Annual productivity allowance for relevant tools and resources • Team events, all-company updates, and employee resource groups • Catered lunches and fully stocked micro-kitchens when working from offices