Senior Financial Planning Manager

4 days ago


Austin, Texas, United States UpEquity Full time

We are seeking an experienced Finance Manager to join our dynamic team at UpEquity. As a key member of our organization, you will have exposure to critical workstreams and be responsible for delivering high-impact tasks, including managing finance and accounting workstreams, developing management reporting, and driving business performance.

About the Role:

  • You will manage various finance and accounting workstreams, including budgeting, forecasting, pricing, and supporting debt and equity fundraising.
  • Develop and implement effective financial planning and analysis processes to drive business performance.
  • Collaborate with the executive team to research, plan, and execute special projects, such as new product or market expansion initiatives.

Requirements:

  • 2-5 years of professional experience in private equity, investment banking, consulting, or corporate finance at high-growth companies.
  • Advanced proficiency in Microsoft Excel and PowerPoint.
  • Demonstrated ability to work independently and deliver results effectively.

Benefits:

  • Attractive compensation package, including equity options (estimated salary: $120,000 - $150,000 per year)
  • Generous paid time off, sick leave, and 11 holidays for work-life balance
  • Comprehensive medical, dental, and vision plans for you and dependents
  • Frequent opportunities for professional growth and development
  • Regular team-building activities and social events


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