FP&A Director

Uplift’s mission is to help people get more out of life, one thoughtful purchase at a time. Our enterprise Buy Now, Pay Later solution is used by the world’s most loved brands including Southwest Airlines, Carnival Cruise Line, Universal Studios, and more. With flexible pay over time installments, we empower consumers to buy what matters most while unlocking higher conversions and customer lifetime value for our partners. 

Our team is rapidly growing and comes from diverse backgrounds of leading technology and financial brands. Our HQ is in Sunnyvale, CA with offices in Toronto, New York, Reno, and Guadalajara, Mexico.

Working at Uplift allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

This is an exciting opportunity to join a Finance team that is applying innovative technology and leveraging analytics to help transform the finance function into a digital finance organization. You will work closely with the Head of Finance and broader leadership team in understanding the key performance drivers and budget variances attributable to the performance of the various departments, helping to quickly pivot as required and driving delivery against our ambitious goals.

The FP&A Director is responsible for owning the company’s budget and financial planning processes, performing financial analyses across the company, providing financial guidance for business partners to effectively invest, and maximizing impact of spend. The ideal candidate will not only have the technical skills to support their recommendations, but also strong interpersonal skills to collaborate with various stakeholders.

What you will do and achieve

• Own the financial model and forecast to advise on resource allocation and strategic projects.

• Spearhead loan volume forecasting for all our products across all regions.  

• Create and own the budget planning process

• Drive annual and quarterly financial planning processes to align with Technology, Commercial, and Growth roadmap

• Develop programs and processes for tracking managing budgets with senior division leaders

• Develop key metrics to support hiring, scale and profitability goals

• Diving deeply into financial data and becoming a subject matter expert on the key drivers and unit economics across the all channels to market & product suite.

• Providing insightful analysis, identifying required action items, and effectively framing  decisions to be made

• Developing and maintaining effective relationships with business partners and cross-functional teams at all levels of the organization.

Who you are

• Expert level experience in Financial modeling and deep Excel and google sheets modeling.

• Working knowledge of SQL and innovator forecasting tools is a huge plus

• An inquiring mind that can identify issues/anomalies and follow them through to a logical conclusion    

• Experience developing financial reports, budget templates and dashboards

• Comfort with ambiguity; an independent thinker who is happiest in the ‘grey’ – Uplift is a fast-moving, agile organization and you need to be comfortable with little structure or precedent    

• Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture

• Demonstrated ability to influence others through effective verbal and written communication

• A clear thinker with demonstrated ability to highlight issues clearly and succinctly

• 8-10 years of experience in the Fintech industry

• Prior management experience

• Prior FP&A experience at a hyper growth start-up

• Strong interpersonal skills and the ability to cultivate relationships with senior leadership

Life at Uplift

• Health Insurance and RRSP plan: some plans cover 99-100% premiums for medical, dental, and vision insurance and a RRSP

• Work/Life Harmony: Flexible, remote-first work culture. Uplift fosters a culture where employees can achieve both their professional and personal goals. This balance is especially true for our working parents

• Shared Success: competitive salary and Pre-IPO stock options

• Health and Wellness Perks: Uplift is proud to reimburse our employees for exercise, wellness products and activities as well as free counseling and coaching for physical, mental and emotional support

• Professional Development: We are committed to the growth and development of all of our employees. Uplift invests in professional conferences, certifications, and training for employees who want to grow in their careers

• Pick-A-Perk: money that can go towards something of your choosing within tuition reimbursement, student loan payment reimbursement, vacation savings account, charitable donations, or home office expenses

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We want you!

If you made it this far, chances are you’re as excited about working to change how people experience BNPL as we are — and we love that. Please apply even if you’re unsure about whether you meet every single requirement in this posting. Uplift is looking for smart, intellectually curious people who are invested in our mission, not just those who can “check all the boxes”.

Uplift is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Note: Uplift does not accept agency resumes. Please do not forward resumes to any recruiting alias or employee. Uplift is not responsible for any fees related to unsolicited resumes.