FP&A Systems Analyst

Meet Upside:

We created Upside to transform brick-and-mortar commerce. Our technology uses the sophistication of online retailprofit measurement attribution and incrementalityto provide users with more value on their everyday purchases and brick-and-mortar businesses with new profitable customers. Weve helped millions of users earn 2 to 3 times more cashback than any other product and hundreds of thousands of brick-and-mortar businesses earn measurable profit. Billions of dollars in commerce run through the Upside platform every year and that value goes directly back to our retailer partners the consumers they serve and important sustainability initiatives.

The Impact Youll Make:

We are looking for an FP&A Systems Analyst who views finance as a data problem. You wont just be using an FP&A tool; you will be a lead architect of our web-based planning platform (Pigment). You will bridge the gap between our existing systems and our executive-level strategic forecasts.

At Upside we dont do manual. You will be responsible for automating the data pipeline so that our Finance team can spend 100% of their time on strategy and 0% on manual reconciliation.

What Youll Do:

• Platform Ownership: Act as an administrator and architect for our web-based FP&A tool designing multi-dimensional models that reflect our complex business drivers.

• The Data Bridge: Design and maintain automated ETL workflows between our ERP CRM (Salesforce) and the FP&A platform to ensure one source of truth for all financial and operational data.

• Predictive Modeling: Partner with our Data Engineering team to integrate machine learning-based revenue forecasts directly into our rolling financial plans.

• Process Engineering: Eliminate manual spreadsheet shadow systems by building self-service dashboards and automated variance reporting for department heads.

• Be an Owner: Proactively identify data integrity issues and optimize our Chart of Accounts (COA) mapping to improve the granularity of our unit economic reporting.

Competencies Youll Need:

• The Technical Core: 3 years of experience in FP&A or Strategic Finance at a high-growth SaaS/Tech company with at least 1 years specifically managing a web-based FP&A platform (e.g. Pigment Anaplan Adaptive or Vena).

• Data Fluency: Advanced SQL skills are a must. You should be comfortable querying large datasets and understanding data structures.

• Systems Thinking: Deep experience with modern Cloud ERPs (NetSuite preferred) and how they integrate with downstream reporting tools.

• Strategic Mindset: The ability to explain a complex data join to a CFO and unit economics to an Engineer.

• The Upside Values: A bias for action a commitment to making every decision measurable and a desire to solve the unsolvable.

Location:

This hybrid role is based in our DC -office attendance is required on Monday Tuesday and Thursday and may increase based on project-based needs and changes to Upsides in-office policy over time.

Compensation:

The U.S. base salary range for this full-time position is $102000 - $116000 equity benefits. The final starting pay will be determined based on job-related skills experience qualifications work location and market conditions. Your recruiter can share more about the specific salary range during the hiring process.

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Benefits:

• Medical dental and vision coverage starting on Day 1

• Equity (ISOs)

• 401(k) program

• Family planning programs paid parental leave

• Physical fitness and wellness memberships

• Emotional and mental health support programs

• Unlimited PTO 10 paid federal holidays our annual week-long Winter Break

• Flexible work environment

• Lunch reimbursement for in-office employees

• Employee Resource Groups

• Learning and Development stipend

• Transparent culture

• Amazing mission!

Diversity and Inclusion:

Diversity drives innovation and our differences make us stronger. Were passionate about building a workplace that represents a variety of backgrounds skills and perspectives and we do not discriminate based on race religion color national origin gender sexual orientation age marital status veteran status or disability status. Everyone is welcome here!

If theres anything we can do to support a disability or special need during your application or interview process please email

This email is for accessibility accommodations only it should not be used to submit job applications.

Notice To Recruiters And Placement Agencies:

This is an in-house search with a dedicated recruiter. Please do not submit resumes to any person or email address at Upside. Upside is not liable for and will not pay placement fees for candidates submitted by any party or agency other than its approved recruitment partners.

Required Experience:

IC