Wealth Consultant helping clients secure their financial futures through insurance solutions. Evaluating financial needs and establishing relationships with clients while staying informed on industry trends.
About the role
- VP/Director of Finance responsible for building finance teams and driving strategic decisions at Upvest, a fast-growing FinTech startup. Leading financial planning, analysis and investor relations.
Responsibilities
- 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.
- 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.
- 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.
Requirements
- 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.
Benefits
- Flexible work environment: Work from any of our hubs in Berlin, London or Tallinn hybrid or remotely across Europe, depending on the role.
- Professional development: Access an annual budget of €1,500 for personal and professional training to master your craft.
- 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.
- 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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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