# Finance Manager, Bank Finance

**Company:** [Upstart](https://hotfix.jobs/companies/upstart)
**Location:** Remote
**Role:** Finance & Accounting
**Salary:** $133k – $185k/yr
**Experience:** 7+ years
**Skills:** Financial Modeling, financial forecasting, FP&A, treasury, capital planning, asset liability management, Excel, Google Sheets, scenario analysis, stress testing, regulatory capital, adaptive planning, NetSuite, Looker, SQL
**Posted:** 2026-08-07

> Own Upstart Bank’s integrated financial model, forecasting, scenario analysis, and Board/ALCO reporting while monitoring performance, liquidity, capital, and balance sheet risks. The role requires 7+ years of relevant financial services or strategic finance experience and strong banking, modeling, and communication skills.

## Job Description

## Responsibilities

### Financial Planning & Modeling
- Own and enhance the bank's integrated financial model across the income statement, balance sheet, cash flow, capital, liquidity, and regulatory forecasting.
- Develop long-range forecasts, scenario analyses, and planning assumptions supporting strategic planning and regulatory readiness.
- Evaluate new products, funding strategies, and balance sheet initiatives through financial modeling and scenario analysis.
- Improve model governance, automation, and forecasting accuracy.

### Board, ALCO & Executive Reporting
- Support Board and Asset Liability Committee (ALCO) reporting.
- Prepare clear, actionable reporting for executive and governance audiences.

### Financial Performance & Analytics
- Monitor financial and operating performance through recurring reporting and variance analysis.
- Identify business drivers, emerging risks, and opportunities, and provide recommendations to leadership.
- Build dashboards and reporting that improve transparency into bank performance, balance sheet trends, capital, and liquidity.

### Cross-Functional Partnership
- Partner with Treasury, Risk, Accounting, Product, Capital Markets, and Corporate FP&A.
- Support strategic initiatives, regulatory requests, and cross-functional planning.
- Support capital planning, balance sheet forecasting, and financial stress-testing exercises.
- Evaluate the financial impact of business growth, funding strategies, balance sheet decisions, and changing economic conditions.

## Requirements
- Bachelor's degree in Finance, Economics, Accounting, Business, or a related field, or equivalent professional experience.
- 7+ years of relevant experience in financial services, corporate finance, treasury finance, capital planning, asset liability management, strategic finance, or FP&A.
- Experience working within a bank, fintech, consumer lender, or other regulated financial institution.
- Strong understanding of bank financial statements, balance sheet management, capital planning, and financial forecasting.
- Advanced proficiency in Excel or Google Sheets, including complex financial modeling.
- Strong analytical and problem-solving skills.
- Clear written and verbal communication skills, including presenting complex financial information to senior audiences.
- Strong organization, ownership, attention to detail, and execution discipline.

## Nice-to-Haves
- Experience supporting ALCO, Board reporting, Treasury Finance, capital planning, or bank financial forecasting.
- Experience with integrated bank financial modeling, stress testing, and capital adequacy assessments.
- Familiarity with regulatory capital metrics, including CET1, Tier 1 Capital, Total Capital, leverage ratio, risk-weighted assets, and the Community Bank Leverage Ratio (CBLR).
- Understanding of asset liability management, interest-rate risk, liquidity management, deposit modeling, and funding strategy.
- Experience preparing materials for a bank Board, Board committee, ALCO, or other governance forum.
- Experience with Adaptive Planning, NetSuite, or similar financial planning and accounting systems.
- Proficiency with Looker, Tableau, or Mode.
- Familiarity with SQL or other advanced analytical tools.
- Experience in digital banking, consumer lending, marketplace lending, or a de novo bank environment.

## Compensation & Benefits
- Anticipated base salary: $133,400–$184,600, depending on geographic location, skills, experience, and education or training.
- Target bonuses, equity compensation, and generous benefits packages are also provided.

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