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. Upvest is backed by €280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive. Our latest €105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience.

About the Strategic Finance Team

The Strategic Finance team sits at the centre of Upvest’s most impactful decisions. We own long-range planning, capital allocation, and performance insights—turning strategy into a concrete financial roadmap that underpins sustainable, disciplined growth. The work we do shapes how Upvest allocates resources, prioritises initiatives, and tracks what matters.

We act as a genuine strategic partner to the Executive Management Team and Board—combining rigorous modelling with deep cross-functional relationships to close the loop between financial insight and on-the-ground execution.

About the Role

As a Senior Strategic Finance Associate, you will play a central role in defining Upvest’s long-term financial direction. You will lead our core planning cycles, own the comprehensive financial model, and work hand-in-hand with leaders across the business to assess major initiatives and ensure capital is deployed with discipline. A key part of this role is partnering with Risk to ground our financial roadmap in sound regulatory capital planning. You will report directly to the Head of Strategic Finance and have close exposure to our Executive Management Team.

While Upvest offers a flexible working environment with the ability to work from our various hubs, this specific role requires the successful candidate to be based in Berlin.

What you’ll do:

• Build, own, and continuously evolve sophisticated financial models (3-statement) to capture complex business dynamics—including how profitability translates to cash generation and capital position—and improve how we look at our business to support strategic decision-making.

• Own defined workstreams within rolling forecasts, annual planning, and management reporting—producing clear performance narratives that articulate variances, underlying drivers, and their broader business implications.

• Drive the evaluation of major business initiatives, including new product launches, strategic partnerships, and new market entry, with a focus on margin optimisation and profitability.

• Partner closely with the Data team to build scalable, data-driven financial frameworks that go beyond traditional reporting—leveraging data analytics to deliver sharper insights to business partners across Product, GTM, and Operations, and directly informing decisions on pricing, new initiatives, and strategic partnerships.

• Collaborate with the Risk team to ensure our financial models provide the necessary foundation for regulatory capital planning and build business cases for license applications as we expand.

• Analyse financial and operational performance metrics, growth trajectories, and competitive positioning (including market benchmarking) to surface actionable insights for senior leaders across the business.

• Cultivate trusted relationships across the organisation—proactively engaging stakeholders to stay close to their priorities and ensuring financial evaluation keeps pace with decision-making.

• Leverage our financial tech stack (Abacum, BigQuery, Looker) and AI tools to automate workflows, streamline reporting, and continuously raise the bar on what the finance function can deliver.

• Prepare high-quality materials and analysis for Business Leaders, the Executive Management Team, and the Board of Directors.

What You Bring

• 3–5+ years in Strategic Finance (FP&A), Investment Banking, Management Consulting, Private Equity, Venture Capital, or a comparable analytically rigorous role. A background in fintech, SaaS, or high-growth environments is a plus.

• Advanced financial modelling skills and strong analytical capability—able to handle complexity while keepi