Financial Analyst

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

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 long‑range 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 problem‑solving skills with a high level of attention to detail
• Ability to communicate financial information clearly and effectively to non‑finance stakeholders
• Strong organizational skills and ability to manage multiple priorities in a deadline‑driven 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.