Senior Manager, FP&A

Summary

Join Upwork as a Senior Manager, Corporate FP&A and contribute to sound financial decisions. You will oversee the monthly forecast cycle, manage reporting, and contribute to quarterly and annual planning. Responsibilities include partnering with Investor Relations, driving the annual budget process, and managing the Planful system. The ideal candidate possesses FP&A, investment banking, or management consulting experience with a strong understanding of accounting and revenue forecasting. Excellent communication, modeling, and analytical skills are essential. Upwork offers a remote-first work environment with comprehensive benefits, including unlimited paid time off, a 401(k) plan, parental leave, and an Employee Stock Purchase Plan.

Requirements

• Demonstrates experience in FP&A, investment banking, management consulting, with experience in revenue forecasting and a strong understanding of accounting
• Accounting and/or Corporate Finance background with a full understanding of the relationship between the three financial statements
• Experience managing, developing, and growing teams
• Excel savvy and comfortable dealing with and manipulating large data sets (proficient in pivot tables, v-lookups, etc.)
• Strong attention to details and willingness to dig deep
• Excellent communication skills (written and verbal), with an ability to adapt messaging to a wide range of audiences
• Modeling, reporting, and presentation skills (Adaptive Insights, advanced Excel, Looker, and G-suite experience)
• Accuracy with numbers and a standard for excellence
• Ability to distill complex thoughts and strategies into simple and impactful recommendations to influence senior stakeholders and business partners
• An active listener who is a thoughtful and respectful partner and teammate
• Critical thinker with sound business judgment and a continuous improvement attitude who quickly raises issues and facilitates an environment to solve them
• Commitment to process improvement and the ability to think “out of the box”

Responsibilities

• Oversee end-to-end monthly forecast cycle from ME close, BVA, reforecast
• Own centralized management reporting (total company, including revenue)
• Key contributor to the preparation of the quarterly BoD deliverables
• Key contributor to the annual OP planning and implementation
• Partner with Investor Relations on earnings prep (including guidance setting, Q&A file, IR deck, etc)
• Drive the annual budget planning process (include process design, stakeholder communication, system setup, template creation and data consolidation, and act as PM during the entire process)
• Oversee system admin for Planful, own centralized assumptions and decision-making
• Act as liaison among FP&A sub-teams to ensure alignment of information and expectation

Benefits

• Comprehensive medical insurance coverage for both you and your family
• Unlimited paid time off
• A 401(k) plan with matching contributions
• 12 weeks of paid parental leave
• An Employee Stock Purchase Plan
• Annual bonus plan or sales incentive plan
• Eligibility to participate in our long term equity incentive program