{"id":1269901,"url":"https://alion.io/job/upgrade-corporate-fpa-manager","title":"Corporate FP&A Manager","company":{"id":20596,"name":"Upgrade","domain":"upgrade.com","url":"https://alion.io/company/upgrade","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["San Francisco, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":120000,"max":140000,"currency":"USD","period":"year","gross":null,"usd_annual":140000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"SQL","optional":false},{"name":"Tableau","optional":false}],"status":"live","first_seen_at":"2026-09-25T21:27:10Z","employer_posted_date":"2026-10-14","last_verified_at":"2026-11-03T14:23:59Z","board_verified":true,"closed_at":null,"days_open":38,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":38},"description":"Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.\nWe’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal. \nWe’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.\nAbout the Role:\nWe are looking for a Corporate FP&A Manager to join our FP&A team. This position reports into the Head of FP&A, and is based in our San Francisco office in a hybrid capacity (specifically on Tuesdays, Wednesdays, and Thursdays).\nWhat You'll Do: \nLead and manage the company's comprehensive financial planning cycles, including annual budgeting, quarterly forecasting, and long-range strategic planning.\nDevelop and maintain sophisticated financial models (P&L, Balance Sheet, Cash Flow) to support scenario planning, strategic initiatives, and growth opportunities.\nLead and orchestrate the F P&A process, coordinating the forecasting calendar, consolidating diverse financial inputs, and collaborating closely with business unit finance leads to develop insightful variance commentary, and with accounting to understand historical performance.\nConduct in-depth financial analysis of actual versus budget/forecast variances, identifying key drivers, risks, and opportunities, and presenting actionable insights to management.\nPartner with department heads across the organization (Marketing, Operations, G&A, Product & Engineering) to understand their financial needs, provide financial guidance, and ensure alignment with overall company goals.\nPrepare and present clear, concise, and impactful financial reports and presentations for senior management, the executive team, and other stakeholders.\nIdentify and implement process improvements and automation opportunities within FP&A to enhance efficiency, accuracy, and scalability.\nManage the implementation of Aleph for automating and budgeting.\nWhat We Look For:\nBachelor's degree in Finance, Accounting, Economics, or a related field; MBA, CPA, CFA, or other relevant designation is preferred.\n5+ years of progressive experience in Financial Planning & Analysis (FP&A) roles, preferably within a fast-paced fintech or financial services environment.\nDemonstrated expertise in financial modeling, budgeting, forecasting, and variance analysis.\nProficiency in Excel, experience in a financial planning tool (ideally Aleph), and experience using AI in financial forecasting or reporting is required. Netsuite experience is preferred\nExperience with SQL as well as business intelligence tools (e.g., Tableau) is preferred.\nExcellent analytical, problem-solving, and critical thinking skills, with the ability to distill complex financial data into clear, actionable insights.\nSuperior communication and presentation skills, with the ability to effectively convey financial information to both finance and non-finance audiences.\nProven ability to collaborate effectively with cross-functional teams and build strong working relationships in an FP&A capacity.\nHighly organized, detail-oriented, and able to manage multiple priorities and deadlines in a dynamic environment.\nExperience with consumer lending or credit products is a significant advantage.\nWhat We Offer You: \nCompetitive salary and stock option plan\nMedical, dental and vision insurance \nFlexible PTO\nOpportunities for professional growth and development \nPaid parental leave\nHealth & wellness initiatives\nThe compensation range of this position in San Francisco, CA is USD $120,000 - $140,000 annually plus equity and benefits. Within this range, an individual's base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.\n#LI-Hybrid \n\nFor California residents: Upgrade's California Notice at Collection and Privacy Policy describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.\nEnvironmental & Working Conditions\nWork is performed indoors in a fast-paced environment that requires the ability to manage multiple priorities and meet established workflows, schedules, and service expectations.\nEmployees regularly input, retrieve, and exchange information accurately using digital systems and applications to support operational and customer service objectives.\nThe role requires the ability to receive and exchange information with customers, peers, supervisors, and cross-functional partners through available communication channels, which may include meetings, email, phone, and digital collaboration tools, and may involve real-time, verbal, or in-person exchanges depending on business need.\nJob duties may involve managing a high volume of inbound and/or outbound customer interactions and work activities using telecommunications and computer systems. The role requires the ability to read, analyze, and interpret information displayed on computer screens and remain in a working posture for extended periods, consistent with the demands of the position.\nWork may be performed in a contact center, office, or remote environment, depending on business needs and the nature of the role. Onsite work environments may include shared workspaces, standard office lighting, and moderate background noise typical of customer service or operational settings.\nEmployees working remotely are responsible for maintaining a secure and productive workspace with reliable internet connectivity that supports company systems and safeguards the confidentiality of company and customer information.\nReasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position in accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws.\nWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.\nUpgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement.","description_format":"text","description_chars":7270,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Growth opportunities","Parental leave","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Cards & Card Issuing","Digital Banks & Neobanks","Consumer Loans & Pawnshops","Buy Now, Pay Later"],"lifecycle":[{"event":"open","at":"2026-09-25T23:41:23Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 37 · green card filings: 16","filings_12m":37,"filings_prev_12m":39,"green_card_filings_12m":16,"median_offered_wage_usd":160047,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":47,"band":"ok","label":"Likely open","p_open":1,"p_active":0.854,"p_room":0.55,"age_days":38,"expected_fill_days":35,"reasons":["conf:0","velocity","win:tail"],"computed_at":"2026-11-03T05:54:40Z"},"pay":{"stated_usd_annual":140000,"is_top_pay":true},"html_url":"https://alion.io/job/upgrade-corporate-fpa-manager","json_url":"https://alion.io/job/upgrade-corporate-fpa-manager.json","meta":{"generated_at":"2026-11-03T17:14:41Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":23925,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-04T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":20596},"rest":"https://alion.io/mcp/rest/get_company?id=20596"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fupgrade-corporate-fpa-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fupgrade-corporate-fpa-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fupgrade-corporate-fpa-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/upgrade-corporate-fpa-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fupgrade-corporate-fpa-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1269901}},{"tool":"search_jobs","arguments":{"company":"upgrade.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1269901},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}