Sr. Financial Analyst, Corporate FP&A

We are seeking a Senior Financial Analyst to join our Corporate FP&A team. This role involves leading monthly forecasting and management reporting, partnering with various teams, and delivering critical insights to senior leadership. The analyst will align financial forecasts with strategic priorities, improve planning systems, and drive operational accountability, thriving in a fast-paced environment with strong financial acumen and a passion for process improvement.

Must Have

• Lead and manage the end-to-end monthly forecasting process
• Prepare and deliver monthly management reporting packages to senior leadership
• Partner with finance, HR, accounting, and business units to validate data and explain key variances and drivers
• Maintain and improve forecast models, templates, and dashboards in Planful
• Monitor and analyze company-wide metrics (revenue, expenses, margins, EBITDA) against targets
• Support the annual planning cycle, including scenario modeling, calendar management, and stakeholder coordination
• Build and maintain scalable documentation of forecasting processes, assumptions, and reporting timelines
• 3–5 years of progressive experience in FP&A or strategic finance with ownership of forecasting and reporting cycles
• Strong financial modeling and analysis skills with advanced proficiency in Excel or Google Sheets
• Hands-on experience with forecasting tools (Planful preferred) and ERP/reporting systems (e.g., NetSuite, Adaptive, Anaplan)
• Proven ability to synthesize large data sets into actionable insights for senior stakeholders
• Excellent communication and cross-functional collaboration skills

Perks & Benefits

• Access to Upwork's resources
• Access to Upwork's culture
• Growth opportunities

Upwork Inc.’s (Nasdaq: UPWK) family of companies connects businesses with global, AI-enabled talent across every contingent work type including freelance, fractional, and payrolled. This portfolio includes the Upwork Marketplace, which connects businesses with on-demand access to highly skilled talent across the globe, and Lifted, which provides a purpose-built solution for enterprise organizations to source, contract, manage, and pay talent across the full spectrum of contingent work. From Fortune 100 enterprises to entrepreneurs, businesses rely on Upwork Inc. to find and hire expert talent, leverage AI-powered work solutions, and drive business transformation. With access to professionals spanning more than 10,000 skills across AI & machine learning, software development, sales & marketing, customer support, finance & accounting, and more, the Upwork family of companies enables businesses of all sizes to scale, innovate, and transform their workforces for the age of AI and beyond.

Since its founding, Upwork Inc. has facilitated more than $30 billion in total transactions and services as it fulfills its purpose to create opportunity in every era of work. Learn more about the Upwork Marketplace at upwork.com and follow on LinkedIn, Facebook, Instagram, TikTok, and X; and learn more about Lifted at go-lifted.com and follow on LinkedIn.

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About the Role

We are seeking a Senior Financial Analyst to join our Corporate FP&A team as the lead for monthly forecasting and management reporting. In this high-impact role, you will own core forecasting processes, partner with teams across the company, and deliver critical insights to senior leadership. You’ll help align financial forecasts with strategic priorities, improve planning systems, and drive operational accountability.

This is an ideal role for someone who thrives in a fast-paced environment, brings strong financial acumen, and has a passion for scalable process improvement.

Responsibilities

• Lead and manage the end-to-end monthly forecasting process, ensuring alignment with strategic goals and cross-functional inputs
• Prepare and deliver monthly management reporting packages to senior leadership, highlighting trends, risks, and opportunities
• Partner with finance, HR, accounting, and business units to validate data and explain key variances and drivers
• Maintain and improve forecast models, templates, and dashboards in Planful, ensuring accuracy and usability
• Monitor and analyze company-wide metrics (revenue, expenses, margins, EBITDA) against targets, surfacing insights proactively
• Support the annual planning cycle, including scenario modeling, calendar management, and stakeholder coordination
• Build and maintain scalable documentation of forecasting processes, assumptions, and reporting timelines to ensure continuity and accountability

What it takes to catch our eye

• 3–5 years of progressive experience in FP&A or strategic finance with ownership of forecasting and reporting cycles
• Strong financial modeling and analysis skills with advanced proficiency in Excel or Google Sheets
• Hands-on experience with forecasting tools (Planful preferred) and ERP/reporting systems (e.g., NetSuite, Adaptive, Anaplan)
• Proven ability to synthesize large data sets into actionable insights for senior stakeholders
• Excellent communication and cross-functional collaboration skills, with the ability to present clearly and effectively

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Come change how the world works.

This position will initially be employed through a partner to ensure a seamless hiring process while we establish the hub. Once the hub is established, there may be opportunities to transition to employment with Upwork depending on business needs and other requirements. While employed by the partner, you’ll work as part of Upwork’s team, with access to our resources, culture, and growth opportunities.

To learn more about how Upwork processes and protects your personal information as part of the application process, please review our Global Job Applicant Privacy Notice

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