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UpvestUP

Senior Strategic Finance Associate (f/m/d)

Upvest GmbH is a fintech company enabling businesses to provide investment services through its Investment API, focusing on accessibility and security.

Upvest

Employee count: 51-200

Germany only

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Upvest is on a mission to make investing as easy as spending money. As a Senior Strategic Finance Associate, you will play a central role in defining Upvest's long-term financial direction, building financial models, and working closely with leaders across the business to assess major initiatives and ensure capital is deployed with discipline.

Requirements

  • 3–5+ years in Strategic Finance (FP&A), Investment Banking, Management Consulting, Private Equity, Venture Capital, or a comparable analytically rigorous role.
  • Advanced financial modelling skills and strong analytical capability—able to handle complexity while keeping outputs clear, concise, and decision-ready.
  • Solid understanding of corporate finance and accounting fundamentals (CFA, ACA or equivalent qualification is an advantage).
  • Excellent written and verbal communication skills—you can distil complex analysis into crisp narratives for both finance and non-finance audiences.
  • Proficiency in modern FP&A tools (e.g., Abacum, Planful, Anaplan) is an advantage.

Benefits

  • 30 days of annual leave
  • Sports benefits
  • Access to confidential professional coaching
  • Flexibility to work remotely abroad for up to 183 days a year
  • One-month fully paid sabbatical after every 4 years of working at Upvest
  • Personal development budget
  • Above-market salary and a participation in our employee equity program
  • Company-wide events, such as UpFest, dinners, offsites and our Holiday party

About the job

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Posted on

Job type

Full Time

Experience level

Location requirements

Hiring timezones

Germany +/- 0 hours

About Upvest

Learn more about Upvest and their company culture.

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Upvest GmbH is a pioneering technology company headquartered in Berlin, Germany, that enables businesses to offer seamless and secure investment experiences through its innovative Investment API. Founded in 2017, Upvest has positioned itself at the forefront of the financial technology sector, bridging the gap between traditional financial services and modern digital investment strategies. The company is dedicated to making investing more accessible and engaging for all users, regardless of their background.

Upvest’s Investment API facilitates fractional investments, allowing users to invest in a broad range of assets including stocks, ETFs, mutual funds, and cryptocurrencies. This modular approach supports businesses in delivering customized investment portfolios, automated savings plans, and micro-investing features. With its robust infrastructure, Upvest has become the go-to choice for numerous clients looking to integrate and offer investment solutions in the European Economic Area (EEA). Additionally, the company is committed to regulatory compliance and is licensed under German financial regulations to ensure a secure and trustworthy service.

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Upvest

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