About the role
About UpEquity: At UpEquity, we are pioneers in the real estate industry, dedicated to empowering individuals and businesses with innovative solutions that make home buying and selling more achievable for everyone. Our culture is rooted in collaboration, innovation, and a relentless commitment to making a meaningful impact.
Role and Responsibilities: UpEquity is seeking a dedicated and detail-oriented Manager, FP&A to join our growing team. You will be instrumental in building out our finance function from the ground up and will have direct responsibility for key financial processes. This role offers high visibility and the chance to significantly influence our financial planning and strategic decision making
We are looking for a proactive individual who is not afraid to roll up their sleeves, take
ownership of tasks, and contribute to the development of a finance department
As a Manager, FP&A, you’ll be responsible for a variety of tasks including but not limited to:
- Drive all CFO-related workstreams forward, including updating monthly financials, budgeting, bookkeeping, and building out financial projection models
- Perform customer-level data analysis (e.g., cohort analyses, unit economics, etc.)
- Working closely with the CEO and other key executives to research, plan, and execute on new initiatives and special projects
We know this role isn’t for everybody, so this is what we’re looking for:
- Previous work experience in consulting, private equity or investment banking, and/or venture capital
- 5+ years of experience in FP&A
- Previous experience (and a high level of proficiency) using Excel
- Proven ability to act autonomously. You’re going to be expected to drive a lot of projects forward individually, and we want you to be resourceful enough to go figure things out
