Senior Strategic Finance Associate

About the role

As a Senior Strategic Finance Associate, you will play a central role in defining Upvest's long-term financial direction. You will lead core planning cycles, own the comprehensive financial model, and work hand-in-hand with leaders across the business to assess major initiatives and ensure capital is deployed with discipline. A key part of this role is partnering with Risk to ground our financial roadmap in sound regulatory capital planning.

What you'll do

• Build, own, and continuously evolve sophisticated financial models (3-statement) to capture complex business dynamics and support strategic decision-making.
• Own defined workstreams within rolling forecasts, annual planning, and management reporting—producing clear performance narratives that articulate variances, underlying drivers, and their broader business implications.
• Drive the evaluation of major business initiatives, including new product launches, strategic partnerships, and new market entry, with a focus on margin optimisation and profitability.
• Partner closely with the Data team to build scalable, data-driven financial frameworks leveraging data analytics to deliver sharper insights across Product, GTM, and Operations.
• Collaborate with the Risk team to ensure our financial models provide the necessary foundation for regulatory capital planning and build business cases for license applications.
• Analyse financial and operational performance metrics, growth trajectories, and competitive positioning to surface actionable insights for senior leaders.
• Leverage our financial tech stack (Abacum, BigQuery, Looker) and AI tools to automate workflows, streamline reporting, and continuously raise the bar on what the finance function can deliver.
• Prepare high-quality materials and analysis for Business Leaders, the Executive Management Team, and the Board of Directors.

What you'll need

• 3–5+ years in Strategic Finance (FP&A), Investment Banking, Management Consulting, Private Equity, Venture Capital, or a comparable analytically rigorous role.
• Advanced financial modelling skills and strong analytical capability—able to handle complexity while keeping outputs clear, concise, and decision-ready.
• Solid understanding of corporate finance and accounting fundamentals (CFA, ACA or equivalent is an advantage).
• Excellent written and verbal communication skills—able to distil complex analysis into crisp narratives for both finance and non-finance audiences.

Nice to have

• Background in fintech, SaaS, or high-growth environments.
• Background in or understanding of regulated industries and capital requirements.
• Proficiency in modern FP&A tools (e.g., Abacum, Planful, Anaplan).

What they offer

• 30 days annual leave, sports benefits, and up to 183 days remote work abroad per year.
• One-month fully paid sabbatical (UpRest) after every 4 years at Upvest.
• Personal development budget with full freedom on how to use it.
• Flexible work from Berlin, London, or Tallinn hubs, with home or office budget.
• Competitive, above-market salary and participation in employee equity program.