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UPSTACK

Financial Analyst

New York, NY · On-site

$70K - $90K/yr

Overview UPSTACK i s the leading full-service technology advisory firm , transforming how businesses design, source, implement, support, and optimize IT infrastructure. Clients benefit from decades ...

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What are the key skills and qualifications needed to thrive as a Software Developer at Upstack, and why are they important?

To thrive as a Software Developer at Upstack, you need a solid background in software engineering, proficiency in programming languages such as JavaScript, Python, or Ruby, and experience with web or mobile development frameworks. Familiarity with version control systems like Git, cloud services (AWS, Azure), and agile project management tools is typically required. Strong problem-solving abilities, effective communication, and the ability to work independently in a remote setting are standout soft skills. These competencies ensure high-quality code delivery, seamless collaboration, and adaptability in a distributed, fast-paced environment.

What does the typical onboarding process look like for a developer joining Upstack's remote team?

When joining Upstack as a developer, you'll go through a structured onboarding process that includes technical assessments, codebase familiarization, and introductions to your project team and client. Upstack emphasizes seamless remote collaboration, so you'll also receive guidance on communication tools and best practices for distributed teamwork. New hires often participate in mentorship sessions and regular check-ins to ensure a smooth transition and ongoing professional growth.

What is Upstack and what do they do?

Upstack is a talent marketplace that connects businesses with vetted, remote software developers from around the world. Companies use Upstack to find skilled professionals for web, mobile, and software development projects. Upstack handles the recruitment, vetting, and onboarding process, making it easier for businesses to build remote engineering teams quickly and efficiently.

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AspectUpstackFreelance Web Developer
CredentialsTypically requires a portfolio, technical skills, and sometimes certificationsVaries; often self-taught or with informal training
Work EnvironmentCollaborative, team-based, often remote with client managementIndependent, flexible, often remote or on-site
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Search & Comparison IntentLooking for vetted, reliable remote developers with supportSeeking flexible, independent freelance work opportunities

Upstack offers vetted, professional developers working within a structured platform, providing reliability and support. Freelance web developers are independent, flexible, and self-managed, often working directly with clients. The choice depends on whether you prefer a collaborative environment with support or independent project management.

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Financial Analyst

UPSTACK

New York, NY • On-site

$70K - $90K/yr

Other

Posted 24 days ago

Job description

Overview 

UPSTACK is the leading full-service technology advisory firm, transforming how businesses design, source, implement, support, and optimize IT infrastructure. Clients benefit from decades of expertise, enhanced support, and UPSTACK's proprietary technology-delivering faster deployments, cost savings, and streamlined access to critical solutions.

Our expertise includes: data center colocation, network connectivity, SD-WAN, unified communications, cloud contact center, CX-AI, private/public cloud, security, mobility, business continuity, and IoT.

Under the leadership of Founder and CEO Christopher Trapp, UPSTACK is committed to exceptional customer experiences, serving 6,500+ clients-from SMBs to enterprises-and managing over $550M in annual technology spend across industries.

About the Role

We are seeking an Financial Analyst to support the organization's financial planning, forecasting, and reporting activities. This role partners closely with crossfunctional teams to deliver accurate financial insights, support strategic decisionmaking, and improve financial visibility across the business. The ideal candidate is analytical, detailoriented, and able to communicate financial concepts clearly to nonfinance stakeholders. This role will report to the FP&A Manager and is expected to work from the UPSTACK NYC HQ at least three (3) times a week.

Key Responsibilities

  • Support the annual budgeting and quarterly forecasting processes, including variance analysis and financial commentary
  • Prepare monthly financial reporting packages for senior leadership, including P&L, headcount, and KPI reporting
  • Build and maintain financial models to support business planning, scenario analysis, and strategic investment decisions
  • Partner with department leaders to track spending against budget and identify financial risks and opportunities
  • Support longrange financial planning and assess the financial impact of key business initiatives
  • Assist in the preparation of materials for the board, investors, and lenders
  • Identify and implement opportunities to improve, standardize, and automate financial reporting processes

Required Qualifications

  • Bachelor's degree in Finance, Accounting, Business, or a related field
  • 1-2 years of experience in FP&A, corporate finance, investment banking, consulting, or a related analytical role
  • Strong analytical and problemsolving skills with a high level of attention to detail
  • Ability to communicate financial information clearly and effectively to nonfinance stakeholders
  • Strong organizational skills and ability to manage multiple priorities in a deadlinedriven environment

Preferred Tools & Experience

  • Advanced proficiency in Microsoft Excel (financial modeling, formulas, data analysis)
  • Experience with financial planning and forecasting systems (e.g., Vena, Adaptive, Anaplan)
  • Experience with data visualization or business intelligence tools (Power BI, Tableau)
  • Exposure to board, investor, or lender reporting
  • CPA, CFA, or MBA (preferred but not required)

Salary Range

Employees new to UPSTACK typically come in at the start of the pay range. UPSTACK focuses on providing a simple and transparent pay structure, which is based on a variety of factors, including location, experience, and job-related skills. 

The salary range for this role is $70,000.00 to $90,000.00. 

Closing

UPSTACK is an Equal Opportunity Employer and does not discriminate based on race, gender, ethnicity, religion, national origin, age, disability, veteran status, gender identity/expression, sexual orientation, or on any other basis prohibited by law. Consistent with applicable state and local law, UPSTACK will consider employment for all qualified applicants.

UPSTACK is committed to providing reasonable accommodations to individuals with disabilities as required by applicable law. Accommodations may include adjustments to the application, interview, or assessment process, as well as modifications to the work environment or job duties to enable individuals to perform the essential functions of the role. Requests for accommodations will be evaluated on a case-by-case basis and provided unless they impose an undue hardship on the organization.

At this time, UPSTACK will not sponsor a new applicant for employment authorization for this position.

We endeavor to make the application process accessible to all applicants. If you would like to contact us regarding accessibility and/or need assistance completing the application process, please contact us at recruiting@upstack.com.

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