Senior Financial Analyst Corporate Fp A

Upwork Inc.’s (Nasdaq: UPWK) family of companies connects businesses with global, AI-enabled talent across every contingent work type including freelance, fractional, and payrolled. This portfolio includes the Upwork Marketplace, which connects businesses with on-demand access to highly skilled talent across the globe, and Lifted, which provides a purpose-built solution for enterprise organizations to source, contract, manage, and pay talent across the full spectrum of contingent work. 

From Fortune 100 enterprises to entrepreneurs, businesses rely on Upwork Inc. to find and hire expert talent, leverage AI-powered work solutions, and drive business transformation. With access to professionals spanning more than 10,000 skills across AI & machine learning, software development, sales & marketing, customer support, finance & accounting, and more, the Upwork family of companies enables businesses of all sizes to scale, innovate, and transform their workforces for the age of AI and beyond.

Since its founding, Upwork Inc. has facilitated more than $30 billion in total transactions and services as it fulfills its purpose to create opportunity in every era of work. Learn more about the Upwork Marketplace at Upwork.com and follow us on LinkedIn, Facebook, Instagram, TikTok, and X; and learn more about Lifted at Go-Lifted and follow on LinkedIn.

Senior Financial Analyst, Corporate FP&A 

The Corporate Financial Planning & Analysis team partners closely with the VP of Finance, CFO, and executive leadership to shape Upwork’s financial strategy and long-term direction. As a Senior Analyst based in our Toronto hub, you will play a critical role in owning monthly and quarterly forecasting for the corporate balance sheet and cash flow statements. This is a highly visible position with regular exposure to senior leadership, where your structured thinking, financial rigor, and clear communication will directly influence decision-making at the highest levels of the company.

In this role, you will lead forecasting and analysis across fixed assets, intangible assets, equity and share-based compensation, integrated cash flows, and provisions for transaction losses. You will translate complex financial data into clear insights and executive-ready materials, including monthly forecast presentations and quarterly Board of Directors decks. Working from our Toronto hub, you will collaborate cross-functionally with global stakeholders while contributing to a strong local finance presence and community.

Responsibilities

• Own end-to-end monthly and quarterly forecasting for the corporate balance sheet and cash flow statements, ensuring accuracy, timeliness, and alignment with company targets
• Lead variance analysis against budget and prior forecasts, delivering clear insights and actionable recommendations to executive stakeholders
• Develop and maintain financial models across fixed assets, intangible assets, equity and share-based compensation, integrated cash flows, and transaction loss provisions
• Prepare executive-ready reporting, including monthly forecast presentations and quarterly Board of Directors materials, with concise commentary on key drivers, risks, and opportunities
• Partner cross-functionally with Accounting, Investor Relations, Tax, and business leaders to ensure consistency between actuals, forecasts, and long-term plans
• Leverage AI tools to streamline reporting, summarize complex data sets, and enhance forecasting efficiency, while reviewing outputs for accuracy and financial integrity
• Identify and implement process improvements in forecasting workflows that increase scalability, transparency, and operational effectiveness

What it takes to catch our eye

• 2 to 4 years of experience in FP&A, investment banking, consulting, or a related analytical role with exposure to public company financials
• Strong financial acumen with demonstrated experience analyzing 10-Ks, balance sheets, and cash flow statements in a public company or SaaS environment
• Advanced Excel and financial modeling skills, with a structured approach to problem solving and comfort navigating ambiguity
• Clear and concise communication skills, with experience preparing materials for senior leadership or executive audiences
• Demonstrated ability to use AI tools to support financial analysis, reporting, or planning workflows, applying structured prompting and reviewing outputs critically to ensure accuracy and relevance

Come change how the world works.

Upwork is establishing an operational hub in Toronto, Canada. The new office is expected to be fully operational by Q4 2026. This role will require 3 days in office once we have an office open.

This position will initially be employed through a partner to ensure a seamless hiring process while we establish the hub. Once the hub is established, there may be opportunities to transition to employment with Upwork, depending on business needs and other requirements. While employed by the partner, you’ll work as part of Upwork’s team, with access to our resources, culture, and growth opportunities.

Our partner will offer competitive benefits. When Upwork’s hub is established, we will be excited to offer employment and benefits directly as business needs require. 

Upwork is committed to building a diverse, inclusive, and equitable workforce. Employment decisions are made without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or any other status protected by applicable law.

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