Financial Analyst, FP&A

Financial Operations

Menlo Park, CA

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Description

Uplift Pay Monthly was founded by a passionate team of travel industry veterans to make travel more accessible, affordable, and rewarding for everyone. By offering simple, flexible payments, Uplift helps travelers book early while prices are low, and pay for their trip over time. Uplift is a well-financed Series C startup serving the $1.4 Trillion consumer travel segment.

Uplift partners with top travel brands such as the vacations sites of United, American, Southwest, cruise lines such as Carnival and Norwegian, theme parks such as Universal, and many more. Learn more at www.uplift.com.

As Financial Analyst, FP&A you will provide financial visibility throughout the business. You will be responsible building a strong relationship across cross-functional teams like commercial, payments, finance, accounting and others to provide business support. You will dive deep into data to develop insights for senior management, and implement standardization practice for repetitive business tasks.

Responsibilities

  • Be an integral part of Uplift’s monthly, quarterly and annual forecast and budget processes with full responsibility for the preparation & analysis of Income Statement
  • Confirm business-critical invoices, charges, fees and manage vendor relations
  • Provide accounting support to established scalable processes and industry standardized practices to support the growing business
  • Ensure that all financial reports are issued timely and accurately
  • Improve current reporting processes through automation or process changes
  • Develop financial KPI for the business initiative to provide performance and efficiency matrix
  • Participate as a key business partner of the financial operations team, influencing decision making and identifying finance priorities
  • Identify areas of financial risk and opportunities to the company
  • Develop and monitor critical leading indicator metrics and success benchmarks and communicate actionable insights to relevant stakeholders
  • Develop compelling dashboards by leveraging data visualization tools such as Tableau or other web-based platforms
  • Develop a robust and scalable corporate financial risk management program

Requirements

  • Bachelor’s degree in finance, business or economics
  • 2-5 years of corporate finance, FP&A, risk and/or strategy based experience
  • Proficiency in MS Office, G-Suite and Jira
  • Ability to manage and deliver on multiple projects with high attention to detail
  • Demonstrated problem solving and critical thinking skills
  • Experience in building financial models and risk management tools
  • Strong presentation skills and the ability to transform data into a dynamic narrative
  • Deep empathy for users of financial information and are able to create succinct narratives out of quantitative analyses.
  • Excellent verbal and written communication skills
  • Enjoy working with and synthesize extremely large and complex data sets
  • Ability to multi-task and prioritize projects pragmatically to support team efficiency
  • Fluency in SQL and data visualization tools such as Tableau is definitely a plus

Benefits

  • Medical and dental insurance, vision reimbursement program
  • Free daily catered lunches and fully stocked kitchen
  • 10 company paid holidays and unlimited PTO
  • Life insurance
  • 401K plan
  • Pre-IPO stock options
  • Commuter benefits program
  • Wellness program
  • Pick-A-Perk program
Uplift is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Note: Uplift does not accept agency resumes. Please do not forward resumes to any recruiting alias or employee. Uplift is not responsible for any fees related to unsolicited resumes.
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