Upstream USA
51-200 employees
Marketing and Advertising
Digital Marketing
Mobile Marketing
About Upstream USA
Upstream USA is a digital marketing agency specializing in mobile marketing and customer acquisition strategies. Founded in 2007, the company focuses on delivering innovative marketing solutions that drive growth and engagement for brands across various industries. Upstream USA leverages data-driven insights and cutting-edge technology to optimize campaigns and maximize ROI for its clients. Their services include mobile advertising, app marketing, and performance marketing, helping businesses connect with their target audiences effectively.
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Description
- The FP&A Systems & Reporting Analyst is a critical, high-impact role that serves as the system champion and data integrity owner for Upstream's Financial Planning & Analysis (FP&A) function.
- Reporting to the Sr.
- Finance Manager, this position is responsible for the administration, configuration, and continuous optimization of key financial systems which are essential collaboration tools for enabling organization-wide financial analysis and data-driven decision-making.
- The position drives improvement and automation to ensure the consistent, reliable transfer of financial information across all reporting cycles, including the monthly close.
- The analyst manages data integrity, reconciles discrepancies, and champions process improvements.
- They support budgeting cycles, lead financial reviews, and generate reports for internal and external stakeholders, including donors and the Board.
- The role requires advanced proficiency in Excel, BI platforms (Power BI), and budgeting software (Vena).
- The candidate should have a Bachelor’s Degree in a related field and 2-4 years of relevant experience, with strong analytical, communication, and organizational skills.
- The position is remote with up to 10% travel, and offers a salary range of $80,000 - $90,000 USD.
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Requirements
- Bachelor’s Degree in Finance, Accounting, Economics, Business, Mathematics, Statistics, Data Science, or a related field
- 2-4 years of financial/data analysis and/or accounting experience
- Advanced proficiency in Microsoft Excel (pivot tables, Power Query) and Microsoft Suite
- Willingness to learn or experience with Google Workspace (G Suite)
- Proficiency in Business Intelligence platforms (Power BI) is highly desired
- Experience building and maintaining financial models for budgeting and forecasting
- Experience with multi-dimensional financial data and FP&A processes
- Proven analytical, critical thinking, and problem-solving skills
- Excellent communication and interpersonal skills
- Self-starter with a collaborative approach and process improvement mindset
- Ability to remain focused and adaptable under pressure
- Comfortable participating in a remote, on-camera culture
- Up to 10% travel availability
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Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Long and short-term disability insurance
- 401K with match
- Generous vacation, personal, sick, and holiday time off
- Parental leave
- Professional development opportunities
- Fitness and cell phone allowances