FP&A Systems Analyst

Meet Upside:

We created Upside to transform brick-and-mortar commerce. Our technology uses the sophistication of online retail—profit measurement, attribution, and incrementality—to provide users with more value on their everyday purchases and brick-and-mortar businesses with new, profitable customers. We’ve helped millions of users earn 2 to 3 times more cashback than any other product, and hundreds of thousands of brick-and-mortar businesses earn measurable profit. Billions of dollars in commerce run through the Upside platform every year, and that value goes directly back to our retailer partners, the consumers they serve, and important sustainability initiatives.

The Impact You'll Make:

We are looking for an FP&A Systems Analyst who views finance as a data problem. You won’t just be "using" an FP&A tool; you will be a lead architect of our web-based planning platform (Pigment). You will bridge the gap between our existing systems and our executive-level strategic forecasts.

At Upside, we don't do "manual." You will be responsible for automating the data pipeline so that our Finance team can spend 100% of their time on strategy and 0% on manual reconciliation.

What You’ll Do:

• Platform Ownership: Act as an administrator and architect for our web-based FP&A tool, designing multi-dimensional models that reflect our complex business drivers.

• The Data Bridge: Design and maintain automated ETL workflows between our ERP, CRM (Salesforce), and the FP&A platform to ensure "one source of truth" for all financial and operational data.

• Predictive Modeling: Partner with our Data Engineering team to integrate machine learning-based revenue forecasts directly into our rolling financial plans.

• Process Engineering: Eliminate manual spreadsheet "shadow systems" by building self-service dashboards and automated variance reporting for department heads.

• Be an Owner: Proactively identify data integrity issues and optimize our Chart of Accounts (COA) mapping to improve the granularity of our unit economic reporting.

Competencies You'll Need:

• The Technical Core: 3+ years of experience in FP&A or Strategic Finance at a high-growth SaaS/Tech company, with at least 1+ years specifically managing a web-based FP&A platform (e.g., Pigment, Anaplan, Adaptive, or Vena).

• Data Fluency: Advanced SQL skills are a must. You should be comfortable querying large datasets and understanding data structures.

• Systems Thinking: Deep experience with modern Cloud ERPs (NetSuite preferred) and how they integrate with downstream reporting tools.

• Strategic Mindset: The ability to explain a "complex data join" to a CFO and "unit economics" to an Engineer.

• The Upside Values: A bias for action, a commitment to making every decision "measurable," and a desire to solve "the unsolvable."

Location:

This hybrid role is based in our DC office. In-office attendance is required on Monday, Tuesday, and Thursday, and may increase based on project-based needs and changes to Upside’s in-office policy over time.

Compensation:

The U.S. base salary range for this full-time position is $102,000 - $116,000 + equity + benefits. The final starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. Your recruiter can share more about the specific salary range during the hiring process.

#LI-Hybrid
#LI-CO1

Benefits:

• Medical, dental, and vision coverage starting on Day 1

• Equity (ISOs)

• 401(k) program

• Family planning programs + paid parental leave

• Physical fitness and wellness memberships

• Emotional and mental health support programs

• Unlimited PTO + 10 paid federal holidays + our annual, week-long Winter Break

• Flexible work environment

• Lunch reimbursement for in-office employees

• Employee Resource Groups

• Learning and Development stipend

• Transparent culture

• Amazing mission!

Diversity and Inclusion:

Diversity drives innovation, and our differences make us stronger. We‘re passionate about building a workplace that represents a variety of backgrounds, skills, and perspectives, and we do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Everyone is welcome here!

If there's anything we can do to support a disability or special need during your application or interview process, please email [email protected].

This email is for accessibility accommodations only, it should not be used to submit job applications.

Notice To Recruiters And Placement Agencies:

This is an in-house search with a dedicated recruiter. Please do not submit resumes to any person or email address at Upside. Upside is not liable for, and will not pay, placement fees for candidates submitted by any party or agency other than its approved recruitment partners.