Analyst, FP&A

Finance / Operations · New York, New York
Department Finance / Operations
Employment Type Full-Time
Minimum Experience Experienced

About Uphold


One of the fastest-growing fintech companies, Uphold is pursuing a mission to democratise investments and payments for people and companies worldwide. Founded in 2014, the Silicon Valley firm today has more than 5 million users in over 150 countries and is currently experiencing exponential growth. A bridge between old and new money systems, Uphold allows people to buy, exchange and send more than 100 cryptocurrencies, precious metals, equities, and currencies instantly. Uphold has a truly global footprint with offices in the United States, Portugal, and the United Kingdom and provides a stimulating and challenging home for the best talent.


If you’re a Rockstar and this sounds interesting and challenging, we want to hear from you. Apply here!


The opportunity:


Uphold is looking for a Financial Analyst based in San Francisco Bay Area to join our Finance team. This is an incredibly exciting opportunity where you’ll be responsible for helping prepare financial reports for internal and external stakeholders, financial modeling, budgeting, data analysis, research, and other ad-hoc projects. Reporting to the VP of FP&A, the analyst will play an integral role in ensuring the organization meets its financial and strategic objectives. 


What you’ll be doing primarily:


  • Monthly and quarterly reporting for the board of directors and investors creating presentations and analyses.
  • Maintain financial models and develop a strong understanding of the company’s key drivers.
  • Perform a key role in fundraising, investor relations, and the creation of materials for the board.
  • Help with the budgeting process, performing variance analyses, and maintaining cost controls.
  • Participate in core initiatives to help the financial function scale.


Required qualifications:


  • Recent undergraduates in business, economics, or other quantitative fields.
  • Solid understanding of accounting and finance.
  • Strong experience utilizing Excel and PowerPoint or Google Sheets.
  • Experience in working with data analysis and data models.
  • Excellent communication skills and a team player.
  • Broad knowledge of financial markets.
  • Exhibit our core cultural values: clear communication, positive energy, continuous learning, and efficient execution.
  • Fluent written and oral English skills.


Bonus if you have:


  • Experience with capital markets, cryptocurrencies, and blockchain technologies.
  • Experience with VBA/macros and programming languages such as SQL or Python.
  • In-depth knowledge of banking frameworks and payment methods.
  • Community talks, certifications, and/or blog posts on your interests and research.


What we have to offer you:


  • An amazing work environment in a company that continues to grow, driven by extraordinary and passionate people that keep innovating.
  • An international team, in a cutting-edge field, working on fascinating projects.
  • Growth and career opportunities, and the chance to be proactive and creative.
  • A flexible and enthusiastic work environment that offers you snacks, a lot of coffee, and other great benefits.
  • Open and transparent culture - we get together on a weekly basis to share updates, strategic plans and engage with each other informally over food and drinks.
  • Interesting events that keep you connected with the team and celebrate our success.


Be part of a great company that is revolutionizing the financial services. Apply now!


If this job isn’t exactly what you are looking for, visit our careers page to check out all our exciting opportunities.


EEOC Employer


We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better - together.

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  • Location
    New York, New York
  • Department
    Finance / Operations
  • Employment Type
    Full-Time
  • Minimum Experience
    Experienced