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

Upvest
Germanyfull_timeVerifiedPosted 28 Feb 2025

About the role

<p>Upvest, founded in 2017, enables any financial institution to offer great investment experiences to its customers. Upvest is an investment firm regulated by the German supervision authority (BaFin). The company currently employs 170+ people across Europe with its headquarters based in Berlin, Germany.</p><p>The company is backed by the world’s largest venture capital funds and investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Notion Capital, and ABN Amro Ventures, as well as by renowned fintech entrepreneurs (including <a href="https://www.linkedin.com/in/maximilian-tayenthal/" rel="noopener noreferrer nofollow" target="_blank">Maximilian Tayenthal</a>, founder of N26, and <a href="https://www.linkedin.com/in/felixhaas/" rel="noopener noreferrer nofollow" target="_blank">Felix Haas</a>, founder of IDnow).</p><p>We’re looking for fintech enthusiasts to join us in creating the financial infrastructure of tomorrow. We’re building the first European Investment API to enable any financial institution offering a wide range of efficient and transparent investment products, such as stocks and ETFs in nominal, portfolio, and fractional form. Our mission and vision is to <strong>make investing as easy as spending money and enable the next 100m people to invest.</strong></p><p>We’re based in Berlin but are also open to hiring remotely in Germany or London (UK) for this role. If you're currently based elsewhere but would like to move to Germany, we’re happy to support your relocation.</p><p>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 <a href="https://www.linkedin.com/in/julian-lange-1747781/" rel="noopener noreferrer nofollow" target="_blank">Julian Lange</a> building out the more analytical, forward-looking side of the Finance department, and also closely with our founder and CEO <a href="https://www.linkedin.com/in/martin-kassing/" rel="noopener noreferrer nofollow" target="_blank">Martin Kassing</a> to ensure Upvest reaches its ambitious goals:</p><p><strong>Your mission:</strong></p><ul><li><p>You will lead building out our Financial Planning, Analysis &amp; 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!</p></li><li><p>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.</p></li><li><p>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.</p></li><li><p>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.</p></li></ul><p><strong>This role will give you the opportunity to:</strong></p><ul><li><p><em>Complete your world-class Finance skillset: </em>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!</p></li><li><p><em>Be part of a top-notch Finance function</em>: 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 &amp; reporting tool early next, while also starting to bring AI more and more into our routines.</p></li><li><p><em>Tons of ways to leave your mark and make impact: </em>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:</p><ul><li><p>Coordinate complex and high impactful decision making around business plans, budgets and scenarios together with the exec team</p></li><li><p>Drive positive client solutions with sharp analysis on pricing, ARR, and unit economics</p></li><li><p>Structure and negotiate deals with investors, banks, and partners/vendors</p></li></ul></li><li><p><em>A very experienced team and culture driven organization at Upvest</em>: 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 re

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Upvest

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