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Senior Strategic Finance Associate(m/w/x)
Building sophisticated financial models for investment products and capital market planning. Advanced financial modelling skills required. Employee equity program, 30 days annual leave.
Requirements
- 3-5+ years in Strategic Finance, Investment Banking, Management Consulting, Private Equity, Venture Capital, or comparable role
- Background in fintech, SaaS, or high-growth environments
- Advanced financial modelling skills
- Strong analytical capability
- Ability to handle complexity and produce clear outputs
- Comfortable working with data teams
- Ability to extract insight from complex datasets
- Data analytics and AI tools proficiency
- Solid understanding of corporate finance
- Solid understanding of accounting fundamentals
- CFA, ACA or equivalent qualification
- Background in regulated industries
- Understanding of capital requirements
- Excellent written communication skills
- Excellent verbal communication skills
- Ability to distill complex analysis into crisp narratives
- Ownership mentality
- Sense of urgency
- Willingness to roll up sleeves across multiple teams
- Proficiency in modern FP&A tools
Tasks
- Build and evolve sophisticated financial models
- Support strategic decision-making with financial insights
- Produce clear performance narratives for management reporting
- Evaluate major business initiatives for profitability
- Optimize margins and profitability for new products and markets
- Partner with Data team to build scalable financial frameworks
- Leverage data analytics for pricing and strategic decisions
- Collaborate with Risk team for regulatory capital planning
- Build business cases for license applications
- Analyse financial and operational performance metrics
- Surface actionable insights for senior leaders
- Cultivate trusted relationships with stakeholders
- Ensure financial evaluation aligns with decision-making
- Automate workflows using financial tech stack
- Streamline reporting processes
- Prepare high-quality materials for Business Leaders
- Present analysis to Executive Management Team
- Prepare reports for the Board of Directors
Work Experience
- 3 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
Tools & Technologies
- Abacum
- Planful
- Anaplan
- Data analytics
- AI tools
Benefits
Competitive Pay
- Above-market salary
- Employee equity program
More Vacation Days
- 30 days of annual leave
Healthcare & Fitness
- Sports benefits
Mentorship & Coaching
- Confidential professional coaching
Workation & Sabbatical
- Remote work abroad (up to 183 days/year)
- One-month paid sabbatical (after 4 years)
Additional Allowances
- Personal development budget
Flexible Working
- Flexible work environment
- Hybrid work
- Remote work across Europe
Other Benefits
- Work from hubs (Berlin, London, Tallinn)
- Employee Resources Groups
Team Events
- Company-wide events
- Team dinners
- Offsites
- Holiday party
Social Impact
- Inclusion initiatives
Like this job?
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Senior Strategic Finance Associate(m/w/x)
Building sophisticated financial models for investment products and capital market planning. Advanced financial modelling skills required. Employee equity program, 30 days annual leave.
Requirements
- 3-5+ years in Strategic Finance, Investment Banking, Management Consulting, Private Equity, Venture Capital, or comparable role
- Background in fintech, SaaS, or high-growth environments
- Advanced financial modelling skills
- Strong analytical capability
- Ability to handle complexity and produce clear outputs
- Comfortable working with data teams
- Ability to extract insight from complex datasets
- Data analytics and AI tools proficiency
- Solid understanding of corporate finance
- Solid understanding of accounting fundamentals
- CFA, ACA or equivalent qualification
- Background in regulated industries
- Understanding of capital requirements
- Excellent written communication skills
- Excellent verbal communication skills
- Ability to distill complex analysis into crisp narratives
- Ownership mentality
- Sense of urgency
- Willingness to roll up sleeves across multiple teams
- Proficiency in modern FP&A tools
Tasks
- Build and evolve sophisticated financial models
- Support strategic decision-making with financial insights
- Produce clear performance narratives for management reporting
- Evaluate major business initiatives for profitability
- Optimize margins and profitability for new products and markets
- Partner with Data team to build scalable financial frameworks
- Leverage data analytics for pricing and strategic decisions
- Collaborate with Risk team for regulatory capital planning
- Build business cases for license applications
- Analyse financial and operational performance metrics
- Surface actionable insights for senior leaders
- Cultivate trusted relationships with stakeholders
- Ensure financial evaluation aligns with decision-making
- Automate workflows using financial tech stack
- Streamline reporting processes
- Prepare high-quality materials for Business Leaders
- Present analysis to Executive Management Team
- Prepare reports for the Board of Directors
Work Experience
- 3 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
Tools & Technologies
- Abacum
- Planful
- Anaplan
- Data analytics
- AI tools
Benefits
Competitive Pay
- Above-market salary
- Employee equity program
More Vacation Days
- 30 days of annual leave
Healthcare & Fitness
- Sports benefits
Mentorship & Coaching
- Confidential professional coaching
Workation & Sabbatical
- Remote work abroad (up to 183 days/year)
- One-month paid sabbatical (after 4 years)
Additional Allowances
- Personal development budget
Flexible Working
- Flexible work environment
- Hybrid work
- Remote work across Europe
Other Benefits
- Work from hubs (Berlin, London, Tallinn)
- Employee Resources Groups
Team Events
- Company-wide events
- Team dinners
- Offsites
- Holiday party
Social Impact
- Inclusion initiatives
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Upvest
Industry
FinancialServices
Description
The company is a well-funded, fast-growing FinTech building the first European Investment API to empower seamless investment experiences.
Not a perfect match?
- Grover
Senior FP&A Associate(m/w/x)
Full-timeWith HomeofficeSeniorBerlin - Collective Ace
Senior Investor Relations and Strategic Finance Manager(m/w/x)
Full-timeWith HomeofficeSeniorBerlin - Upvest
Strategy & Operations Lead(m/w/x)
Full-timeWith HomeofficeSeniorBerlin - Seven Education
Director Controlling(m/w/x)
Full-timeWith HomeofficeSeniorKoblenz, Hamburg, Berlin - 4flow SE
Senior Controller(m/w/x)
Full-timeWith HomeofficeSeniorBerlin