VP/ Director of Finance (f/m/d)

At Upvest, we are on a mission to make investing as easy as spending money. Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business.

We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. We’re backed by world-class investors such as Hedosophia, Sapphire, Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and Motive Ventures.

As Upvest enters the next stage of growth, we are looking for an exceptional VP or Director of Finance. You will work directly with our CFO Julian Lange building out the more analytical, forward-looking side of the Finance department, and also closely with our founder and CEO Martin Kassing to ensure Upvest reaches its ambitious goals:

• You will lead building out our Financial Planning, Analysis & Impact (FPAI), Commercial Finance, and Data Analytics teams, each already led by an experienced lead and currently being staffed with additional (senior) analysts. From 5 people today, we will soon be 10+ here!

• Upvest has entered its stage of hypergrowth, so we now have a lot more live data to analyze and base our financial and strategic decisions on. We’re adding new clients, products, geographies, and revenue streams and hitting new records on our platform each quarter, so there is ever more complexity to consider and our decisions become more and more impactful.

• Partner routinely with the CEO and rest of the management team as well as senior members from all other departments across the company to ensure we grow strongly and “in the right way”, as well as achieve high, “software like” contribution margins as we scale.

• Interact with new and existing investors and our Board regularly and play a key role in fundraising activities, both on the equity and debt side.

• Complete your world-class Finance skillset: From best-in-class tools and processes to your strategic role in business partnering, at Upvest you can complete learning Finance the modern/cutting edge way, so one day you yourself can become a sought after CFO! Julian has a proven track record of mentoring people and developing future leaders, you can be the next one!

• Be part of a top-notch Finance function: We already built a strong team of 11 people, which means you can focus your energy on your core responsibilities and always have the support of true Finance experts at your fingertips. We are live with BigQuery/Looker, implementing the Netsuite ERP (along with Atlar and Payhawk) later this year and a modern financial planning & reporting tool early next, while also starting to bring AI more and more into our routines.

• Tons of ways to leave your mark and make impact: We’re only a few years into our journey, so lots of things in Finance and across the company can still be implemented and developed:

  • Coordinate complex and high impactful decision making around business plans, budgets and scenarios together with the exec team

  • Drive positive client solutions with sharp analysis on pricing, ARR, and unit economics

  • Structure and negotiate deals with investors, banks, and partners/vendors

• A very experienced team and culture driven organization at Upvest: We are one of Europe’s fastest growing fintechs/scale-ups thanks to having assembled a world-class team with lots of experience across all key domains that we require for our success, from banking and risk to regulatory, legal and compliance to - last but certainly not least - product and engineering. The organization is full of people who have successfully scaled companies before, who understand the importance and live and breath culture and “people first”.

• Continuous learning: Your high quality colleagues, large areas of responsibilities and the room we leave people to thrive and develop provide for an incredibly rewarding learning experience. It is a great opportunity, if you also aspire to grow professionally and personally.

• You have 8-10+ years of experience from a mix of Finance, private equity, investment banking or top-tier consulting roles, so you already bring very strong financial acumen, modelling and transaction related skills to the table. Additional background at a hypergrowth startup/scale-up, ideally in a fintech or (infrastructure) software context, is a big plus.

• You know how to build interpersonal relationships and can influence and lead cross-functional discussions and decisions for real strategic and financial impact.

• You are always looking to learn something new, are interested and can get deep into the details (if needed), while not losing sight of the big picture and steering the overall effort in the right direction.

• You remain positive and solution focused and keep trying until you succeed, even when the situation is tough, something didn’t work the first time, or a mistake was made.

• You have leadership and people management skills proven by clear development success stories, high eNPS on your teams, and serving as a magnet for talent.

• Impact-driven work: We’re building the infrastructure that will power the future of investing in Europe. It’s complex, ambitious, and meaningful. You’ll work with modern technologies and create something entirely new. No legacy systems, no limits.

• Wellbeing: Recharge with 30 days of annual leave and maintain a healthy lifestyle with sports benefits. Access confidential professional coaching and enjoy the flexibility to work remotely abroad for up to 183 days a year. Recharge with UpRest, a one-month fully paid sabbatical after every 4 years of working at Upvest.

• Development: Growth is in our DNA. Each Upvenger has access to a personal development budget and the freedom to decide how to use it.

• Flexible work environment: Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role. We give you the choice and budget to work where you’re most comfortable and productive, either at home or in the office. You choose.

• Compensation and equity: We believe that all Upvengers contribute to our success and deserve a competitive, above-market salary and a participation in our employee equity program.

• Team celebrations: Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements.

• Inclusion: We’re committed to a culture where everyone belongs and thrives. Our Employee Resources Groups foster inclusion and connection, like Upfem for our female Upvengers, or UpVergent supporting neurodivergent Upvengers and allies.

• Make it easy for others. We simplify the complex and act with the best intentions

• Own the outcome. We are proactive, fast and confident to get the job done, valuing progress over perfection.

• Rise to the challenge. We aim high and push the boundaries. We stay curious, learn and celebrate our wins together.

• Tell the story. We start with the Why to align on purpose. We are transparent and share knowledge to empower and inspire others.

Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.