Talent.com
No longer accepting applications
Sr. Financial Analyst, Corporate FP&A

Sr. Financial Analyst, Corporate FP&A

UpworkCharlotte, NC, US
1 day ago
Job type
  • Full-time
Job description

Sr. Financial Analyst, Corporate FP&A

Upwork is the world's human and AI-powered work marketplace that connects businesses with highly skilled, AI-enabled independent talent from across the globe. From entrepreneurs to Fortune 100 enterprises, companies rely on Upwork's trusted platform and its mindful AI companion, Uma, to find and hire expert talent, leverage AI-powered work solutions, and drive business transformation. With on-demand access to professionals spanning more than 10,000 skills across AI & machine learning, software development, sales & marketing, customer support, finance & accounting, and more, Upwork enables businesses of all sizes to scale, innovate, and build agile teams for the age of AI and beyond.

Upwork's platform has facilitated more than $25 billion in economic opportunity for talent around the world.

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

  • 35 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.

    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.

    Annual base compensation : $99,250 - $120,250 USD

    Create a job alert for this search

    Sr Financial Analyst • Charlotte, NC, US

    Related jobs
    • Promoted
    • New!
    Financial Reporting Analyst Senior

    Financial Reporting Analyst Senior

    USAACharlotte, NC, US
    Full-time
    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military...Show moreLast updated: 16 hours ago
    • Promoted
    Sr. FP&A Analyst

    Sr. FP&A Analyst

    Driven BrandsCharlotte, NC, US
    Full-time
    Driven Brands is North America's largest automotive services company with a portfolio of iconic brands including Take 5 Oil Change, Meineke Car Care Centers, Maaco, 1-800-Radiator & A / C, Auto Glass...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    FP&A Analyst

    FP&A Analyst

    Brilliant EarthCharlotte, NC, US
    Full-time
    Financial Planning & Analysis (FP&A) Analyst Brilliant Earth.We are seeking a bright, motivated FP&A Analyst to join our Finance department. As an FP&A Analyst, you will perform complex financial a...Show moreLast updated: 18 hours ago
    • Promoted
    Sr. Global FP&A Analyst, COC

    Sr. Global FP&A Analyst, COC

    Corning IncorporatedCharlotte, NC, United States
    Full-time
    The company built on breakthroughs.Corning is one of the world’s leading innovators in glass, ceramic, and materials science. From the depths of the ocean to the farthest reaches of space, our techn...Show moreLast updated: 4 days ago
    • Promoted
    Financial Analyst Sr.

    Financial Analyst Sr.

    Hayward IndustriesCharlotte, NC, US
    Full-time
    We design, manufacture, and market a full line of pool and spa equipment including pumps, filters, heaters, automation, lighting, safety, flow control, and energy solutions.Headquartered in Charlot...Show moreLast updated: 30+ days ago
    • Promoted
    Sr Financial Analyst

    Sr Financial Analyst

    Crete UnitedCharlotte, NC, United States
    Full-time
    The Senior Financial Analyst will report directly to the Regional Finance Manager and will provide enterprise-wide and business unit financial analysis to support the corporation’s key finance acti...Show moreLast updated: 4 days ago
    • Promoted
    • New!
    Lead Analyst, FP&A - Unit DemandUnited States - Remote

    Lead Analyst, FP&A - Unit DemandUnited States - Remote

    MotiveCharlotte, NC, US
    Remote
    Full-time
    Lead Financial Analyst - Marketing.Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. For the first time ever, safety, ...Show moreLast updated: 18 hours ago
    • Promoted
    • New!
    Sr Quantitative Financial Analyst

    Sr Quantitative Financial Analyst

    Charlotte StaffingCharlotte, NC, US
    Full-time
    Senior Quantitative Finance Analyst.This job is responsible for conducting quantitative analytics and complex modeling projects for specific business units or risk types. Key responsibilities includ...Show moreLast updated: 18 hours ago
    • Promoted
    Senior FP&A Analyst

    Senior FP&A Analyst

    LHHCharlotte, NC, US
    Full-time
    LHH is seeking a Senior FP&A Analyst to join our client in Charlotte, NC on a consulting basis.Candidates MUST have OneStream and Power BI. Managing the weekly, monthly and quarterly reports.Bud...Show moreLast updated: 29 days ago
    • Promoted
    Senior Financial Analyst

    Senior Financial Analyst

    Habitat Charlotte RegionCharlotte, NC, United States
    Full-time
    Latrobe Drive Office - Charlotte, NC.Latrobe Dr, Charlotte, NC - Hybrid (2-3 days / week in office).Habitat for Humanity of the Charlotte Region. This role is responsible for analyzing financial data,...Show moreLast updated: 4 days ago
    • Promoted
    Accounting / Finance - Sr. FP & A Analyst

    Accounting / Finance - Sr. FP & A Analyst

    NearUCharlotte, NC, United States
    Full-time
    NearU is a people-centric, process-driven, and technology-enabled customer service platform dedicated to revolutionizing the home services industry by vastly improving the customer and employee exp...Show moreLast updated: 4 days ago
    • Promoted
    Sr. Analyst - Portfolio Strategy & Planning

    Sr. Analyst - Portfolio Strategy & Planning

    LPL FinancialFort Mill, SC, US
    Full-time
    Analyst, Portfolio Strategy & Planning.Analyst, Portfolio Strategy & Planning plays a critical role in shaping and communicating strategic priorities across the enterprise.This position supports th...Show moreLast updated: 13 days ago
    • Promoted
    Sr. Financial Analyst, Americas Region FP&A

    Sr. Financial Analyst, Americas Region FP&A

    Trane TechnologiesDavidson, NC, United States
    Full-time
    At Trane Technologies TM and through our businesses including Trane ® and Thermo King ® , we create innovative climate solutions for buildings, homes, and transportation that challenge what's possi...Show moreLast updated: 4 days ago
    • Promoted
    Sr Financial Analyst

    Sr Financial Analyst

    Husqvarna GroupCharlotte, NC, US
    Full-time
    Husqvarna Division Financial Analyst.The Husqvarna Division Financial Analyst position is responsible for assisting in all financial planning and analysis activities for Husqvarna Division includin...Show moreLast updated: 30+ days ago
    • Promoted
    FP&A Analyst

    FP&A Analyst

    CPL ARCHITECTS ENGINEERS LANDSCAPE ARCHITECTCharlotte, NC, US
    Full-time
    As FP&A Analyst, you’ll be at the intersection of.Your work will enable our firm to make informed business decisions, allocate resources effectively, and support continued growth.This is ...Show moreLast updated: 16 days ago
    • Promoted
    • New!
    Sr Manager - Financial Reporting

    Sr Manager - Financial Reporting

    Charlotte StaffingCharlotte, NC, US
    Full-time
    Senior Manager, Statutory Financial Reporting.TIAA's Corporate Controller group is looking for a Senior Manager for the Statutory Financial Reporting team. The Statutory Financial Reporting Team is ...Show moreLast updated: 18 hours ago
    • Promoted
    Sr Financial Analyst

    Sr Financial Analyst

    Lowe'sMooresville, NC, United States
    Full-time
    The Senior Financial Analyst serves as a financial steward in the organization by collaborating with business partners in core business functions across the Company. The Senior Analyst must be able ...Show moreLast updated: 4 days ago
    • Promoted
    Sr Financial Analyst

    Sr Financial Analyst

    Crete Mechanical Group, IncCharlotte, NC, US
    Full-time
    The Senior Financial Analyst will report directly to the Regional Finance Manager and will provide enterprise-wide and business unit financial analysis to support the corporation’s key financ...Show moreLast updated: 22 days ago