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< class="h1">About Us

Upside gives businesses the freedom to grow. We give consumer goods brands loans to produce new inventory when they need it, without interrupting their cash flow. That leaves consumer startups with more cash on hand to put back into their business.

Our founding team is one of people who’ve lived and breathed our customers’ pain points. And we’re already seeing rapid traction; within weeks of launch, we closed $10.6M in seed funding, a $30m debt facility, and partnerships opening up a pipeline of over 10,000 customers.

Most importantly, we’re growing 🤗 We’re building a culture-forward team of talented, curious people (35 and counting!). We’d love for you to join us.

 

< class="h2">The Opportunity

We’re excited to add a Financial Planning & Accounting Manager to our finance team of three. Reporting to the Controller, your charge will be to assist and support the Controller in building out the accounting and finance function - specifically planning and budgeting. We’re looking for someone who thrives on developing creative operational solutions and structure. This multifaceted role is an excellent opportunity for someone who sees challenges as opportunities, and wants to learn and grow their career. 

 

< class="h2">What You’ll Do

• Build and maintain a driver-based 24 month rolling balance sheet, income statement and liquidity forecast model and coordinate the budgeting and re-forecasting process department heads

• Collaborate with Accounting, AP, AR, Treasury and Corp Dev to understand changes to working capital and cash flow

• Report and analyze budgetary variances.  This involves meeting with department heads to understand variances

• Develop processes to monitor and report key Performance Indicators (KPIs)

• Develop and maintain monthly reporting package for Monthly Business Reviews and Board Meetings

• Build sophisticated in-depth financial models from scratch to enable business planning and decision-making

• Think strategically and help with tactical execution using models to aid in decision making, overall company strategy,

• Develop debt covenant modeling and reporting

• Develop equity and debt scenario modeling

• Supporting development of balance sheet forecast and cash flow forecast

• Be a founding member of the team building the financial backbone for Upside Financing

 

< class="h2">How We Hire & What We’re Looking For

We want everyone to thrive at Upside and scope our roles through the lens of “how can we best set this person up to succeed?” We prioritize culture-add over culture-fit, hire for potential, and value transferable skills. 

Skills and attributes that we think would make someone successful in this role include, but are not limited to: 

• Advanced degree in a finance or accounting related field; or equivalent combination of education and experience

• Six or more years of experience in banking, financial services, private equity venture capital environments

• Extensive experience in advanced models, analytics and methods

• Advanced Microsoft Excel and Microsoft Access skills

• Familiarity with commercial or consumer lending product behaviors and economics

• Mathematical skills - must be able to apply concepts of basic statistics and financial math, define appropriate measures and calculate figures and amounts.

• Critical thinking capabilities, the ability to define problems, collect data, establish facts, and draw valid conclusions, are necessary for this position. Must be able to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

• Strong project management and coordination skills to successfully collaborate across the Company and drive delivery of finance initiatives

 

< class="h2">Our Benefits and Beliefs

🍏 Wellness: Fully covered medical, dental, and vision + $100/mo to spend on your wellness, however you see fit.

🏝 Generous time off & flexible working hours: Work when you're at your best and rest when you need it.

📚 Ongoing education: We cover the costs of books, podcasts, and classes that support career growth related to your role and our industry.

🤝 Equity and Inclusion: We’re building a culture with E&I at the center of how we operate, not the fringes.

✈️ Team retreats and travel: We cover the cost of bi-annual team retreats, ad-hoc team meetings, and travel no questions asked.

 

Upside Financing is proud to be an Equal Opportunity Employer building a erse and inclusive workforce. If you need additional accommodations to feel comfortable during your interview process, please email us at [email protected]