Strategic Finance Manager

About the role

The Strategic Finance team sits at the centre of Upvest's most impactful decisions. 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.

What you'll do

• Build, own, and continuously evolve sophisticated financial models (3-statement) to capture complex business dynamics and improve how we look at our business to 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 that go beyond traditional reporting.
• 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 financial tech stack (Abacum, BigQuery, Looker) and AI tools to automate workflows and streamline reporting.
• 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 qualification is an advantage).
• Excellent written and verbal communication skills—you can distil complex analysis into crisp narratives for both finance and non-finance audiences.
• Proficiency in modern FP&A tools (e.g., Abacum, Planful, Anaplan) is an advantage.

Nice to have

• Background in fintech, SaaS, or high-growth environments.
• Background in or understanding of regulated industries and capital requirements.

What they offer

• €20,000 per year to spend on the best AI tools available.
• 30 days of annual leave, sports benefits, and professional coaching.
• UpRest: one-month fully paid sabbatical after every 4 years.
• Personal development budget and freedom to decide how to use it.
• Competitive, above-market salary and employee equity program.
• Company-wide events including UpFest, dinners, offsites, and Holiday party.