Financial Analyst

1 week ago


Austin, Texas, United States UpEquity Full time
Job Overview

Salary: Competitive

About UpEquity

UpEquity is an innovative real estate lending startup that leverages cutting-edge financial technology solutions. Our premier product, Trade Up, empowers consumers to purchase their next home without the need to sell their current property first. With recent success in securing Series C funding, we are seeking a dynamic Financial Analyst to support our growth trajectory.

Role Responsibilities

As a Financial Analyst, you will engage with the company's key operations and be tasked with a range of impactful responsibilities, including:

  • Overseeing various Finance and Accounting initiatives, such as budgeting, forecasting, pricing strategies, supporting fundraising efforts, and conducting essential financial analyses as required.
  • Collaborating across departments to create actionable reports for management and the Board, enhancing forecasting precision, and driving business performance in alignment with the Financial Plan.
  • Partnering closely with the executive team to research, strategize, and implement special projects, including new product launches or market expansion efforts.

Preferred Qualifications

We are in search of a results-oriented professional eager to join a high-growth team and elevate their career:

  • 2-5 years of relevant experience, ideally in private equity, investment banking, consulting, or corporate finance within fast-paced environments.
  • Advanced proficiency in Microsoft Excel and PowerPoint.
  • Demonstrated ability to work independently and achieve results autonomously, showcasing resourcefulness in problem-solving.

Employee Benefits

We are committed to building a successful team and supporting our employees' achievements. We provide an array of benefits, perks, and incentives to acknowledge your contributions, including:

  • Competitive salary with equity options
  • Paid Time Off and Sick Leave, plus 11 holidays to promote work-life balance
  • Comprehensive Medical, Dental, and Vision coverage for you and your dependents
  • Numerous opportunities for career advancement and professional growth
  • Regular team-building activities and weekly social events

Important Considerations:

  • Applicants must be willing to work on-site.


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