Sr. Financial Analyst, Corporate FP&A

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

Come change how the world works.

At Upwork, you’ll shape the future of work for a global, remote-first workforce, creating economic opportunities for professionals worldwide. While we have a physical office in Palo Alto, we currently hire full-time employees in 34 U.S. states, making it easier than ever to join our mission from wherever you call home.

Our culture is built on trust, risk-taking, customer focus, and excellence, all in service of our core mission: to create economic opportunities so people have better lives. We embrace authenticity and inclusion, encouraging everyone to bring their whole selves to work. Personal and professional growth is a priority here, supported through development programs, mentorship, and our Upwork Belonging Communities.

We’re proud to offer benefits that go beyond the basics, including comprehensive medical coverage for you and your family, unlimited PTO, a 401(k) plan with matching, 12 weeks of paid parental leave, and an Employee Stock Purchase Plan. Visit our Life at Upwork page to learn more about our values, working principles, and the overall employee experience.

Ready to help shape the future of work? Check out our Careers page to learn more about opportunities at Upwork.

Upwork is an Equal Opportunity Employer committed to recruiting and retaining a diverse and inclusive workforce. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, or other legally protected characteristics under federal, state, or local law.

Please note that a criminal background check may be required once a conditional job offer is made. Qualified applicants with arrest or conviction records will be considered in accordance with applicable law, including the California Fair Chance Act and local Fair Chance ordinances.

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