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Vice President of Finance

2 months ago

Austin, United States UpEquity Full time
Job DescriptionJob DescriptionSalary:

About UpEquity: Since its founding in 2019, UpEquity has been building a better way to buy a home. We are a veteran-owned, real estate company on a mission to give homebuyers more power and certainty


Our flagship solution, the UpEquity Trade Up program, helps homeowners who are buying and selling at the same time. We specialize in unlocking equity and removing contingencies so that clients can make a competitive, winning offer on their next home.



As a VP of Finance, you’ll be responsible for a variety of tasks including but not limited to:

  • Effectively allocating financial resources in order to grow revenue to a $20M run rate by Q2 of 2025.
  • Financial Planning and Analysis: Improve the accuracy and predictability of the financial plan. Maintain forecast reliability for subsequent quarters top and bottom line numbers to be within 10% of plan. Identify high leverage points within business and hold the team accountable to continuous improvement
  • Accounting: Ensure timely and accurate accounting of all business activities. Ensure timely and accurate vendor / client payments are made with 100% accuracy. Regularly update and maintain the chart of accounts to align with financial plans and management reporting preferences.
  • Management Reporting: Provide weekly reporting updates to the management team. Create board deck materials on a quarterly basis. Participate in board meetings.
  • Continuous Improvement: Drive Sales / Marketing / Ops continuous improvement through real time reporting and cross functional collaboration.

Our ideal candidate has:

  • Minimum: BA/BS in Finance, Accounting, Economics, Business, or any other subject matter which demonstrates both the desire and ability to perform the job duties of this position.
  • MBA a plus but not required
  • 8+ years of proven experience in Finance leadership
  • Ability to make decisions, create change and help grow a company
  • Investment banking, private equity, and capital markets experience
  • Plans, organizes, schedules, and budgets in an efficient, productive manner. Focuses on key priorities.
  • Able to structure and process qualitative or quantitative data and draw insightful conclusions from it. Exhibits a probing mind and achieves penetrating insights.
  • Does not let important details slip through the cracks or derail a project.
  • Maintains stable performance when under heavy pressure or stress.
  • Able to see and communicate the big picture in an inspiring way. Determines opportunities and threats through comprehensive analysis of current and future trends.
  • Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including e-mail.
  • Able to convince others to pursue a course of action. 
  • Experience in Capital Markets a plus, but not required


Being a competitive startup organization, we care a lot about our employees and want to take care of them the best we can. Not only does your hard work pay off monetarily but we offer great benefits, perks and incentives to make sure your efforts are recognized. 


We offer:

  • Competitive compensation
  • PTO & Sick Time + 11 holidays to enjoy work/life balance
  • Health benefits - Medical, Dental, Vision
  • An exciting and positive work environment - we have snacks and drinks for you daily
  • Weekly happy hours and frequent team building activities


Important Details:

  • You must reside in Austin or be willing to relocate


For information on UpEquity, including more information on employee benefits and our company culture, visit our website at www.upequity.com.


UpEquity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.