Germany Job Openings

Upvest

Financial Analyst (f/m/d)

Berlin

November 14, 2024

Upvest, founded in 2017, enables any financial institution to offer great investment experiences to its customers. Upvest is an investment firm regulated by the German supervision authority (Ba Fin). The company currently employs 170+ people across Europe with its headquarters based in Berlin, Germany.
The company is backed by the world’s largest venture capital funds and investors including Bessemer Venture Partners, Black Rock, Earlybird, HV Capital, Notion Capital, and ABN Amro Ventures, as well as by renowned fintech entrepreneurs (including Maximilian Tayenthal, founder of N26, and Felix Haas, founder of IDnow).
We’re looking for fintech enthusiasts to join us in creating the financial infrastructure of tomorrow. We’re building the first European Investment API to enable any financial institution offering a wide range of efficient and transparent investment products, such as stocks and ETFs in nominal, portfolio, and fractional form. Our mission and vision is to make investing as easy as spending money.
We’re based in Berlin but are also open to hiring remotely in Germany, Great Britain or Estonia for this role. If you're currently based elsewhere but would like to move to Germany, we’re happy to support your relocation.

As Upvest enters the next stage of growth, we are looking for an exceptional Financial Analyst. You will join one of two teams: FPA&I (Financial Planning, Analysis & Impact), where you will drive strategic financial planning, develop forecasting models and translate complex financial data into actionable business insights, or Commercial Finance, focusing on pricing and topline. You will have the opportunity to work directly with our CFO Julian Lange and other experienced Finance leaders on the team building out the more analytical, forward-looking side of the Finance department.
Your mission:

Upvest has entered its stage of hypergrowth, so we now have a lot more live data to analyze and base our financial planning and decisions on. This is the time to refine our financial planning and analysis routines, especially when it comes to revenues and supporting our commercial activities.
Partner with all other departments across the company, especially Sales/Growth, to ensure we grow strongly and “in the right way”, as well as to achieve a high, “software like” contribution margin as we scale.
Implement world-class planning and analysis systems “beyond Excel”.

This role will give you the opportunity to:

Learn analytical finance the better way: this function focuses on making financial impact, which is why we believe that FP&A goes hand-in-hand with “Impact”.
Tons of ways to leave your mark and make impact: We’re only a few years into our journey, so lots of things in Finance and across the company can still be implemented and developed:
- Coordinate complex and high impactful decision making around business plans, budgets and scenarios together with colleagues from all other departments
- Drive positive client solutions with sharp analysis on pricing, revenue, and unit economics
- Support the team with partner/vendor negotiations
- Incorporate smart short-cuts & automations for recurring activities (closing, reporting, deal support, etc.)
Be part of a top-notch Finance function: We already built a strong team of 11 people, which means you can focus your energy on your core responsibilities and always have the support of true Finance experts at your fingertips. We are live with Big Query/Looker, currently implementing the Netsuite ERP, and starting to bring AI more and more into our routines.
A very experienced team and culture driven organization at Upvest: We are one of Europe’s fastest growing fintechs thanks to having assembled a world-class team with lots of experience across all key domains that we require for our success, from banking and risk to regulatory, legal and compliance to - last but certainly not least - product and engineering. The organization is full of people who have successfully scaled companies before, who understand the importance and live and breathe culture and “people first”.
Continuous learning: Your high quality colleagues, large areas of responsibilities and the room we leave people to thrive and develop provide for an incredibly rewarding learning experience. It is a great opportunity, if you also aspire to grow professionally and personally.

Job requirements:

You have 3+ years of experience in fintech, private equity, investment banking or consulting, bringing strong analytical and financial modelling skills to the table.
You know how to build interpersonal relationships and can influence and steer cross-functional discussions and decisions for real financial impact
You are always looking to learn something new and are interested in the details
You remain positive and solution focused and keep trying, even when the situation is tough, something didn’t work the first time, or a mistake was made
You have shown strong project management skills in the past, e.g. driving important projects/initiatives
You are familiar with SQL or excited to improve your SQL skills

Why Upvest?

We're working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest. You have the opportunity to contribute to this change.
We invest in you. From access to a personal coach, development budget and plenty of opportunities to grow in your role.
We take hiring seriously with a strong focus on keeping a high bar when interviewing (equally important is that we hire decent people, who are passionate about their craft and helping us achieve our shared mission).
While we're not quite fully-remote, we are committed to being a flexible employer, as we understand you don't have to be in the office to do your best work.
We live a culture of empowerment, trust (that we hire the best people and get out of their way) and openness (there's a greater advantage in sharing information than keeping it to ourselves).

Our values:

Learn and grow. We aim high to shape our future. We give and request honest feedback knowing that we develop together. Progression over Perfection.
Team first. We make it easy for others. We value our differences and are open to others' opinions. We win and celebrate together! Team over Egos.
Own the outcome. Whether we win or we lose, we stand together. We are proactive and get the job done. Outcome over Process.
Tell the story. We always start with the why. We share knowledge to empower others. Transparency over Complexity.

Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees

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