Senior Strategic Finance Associate

At Upvest, we are on a mission to make investing as easy as spending money. Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business.

We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. Upvest is backed by €280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive. Our latest €105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience.

About the Strategic Finance Team

The Strategic Finance team sits at the centre of Upvest’s most impactful decisions. We own long-range planning, capital allocation, and performance insights—turning strategy into a concrete financial roadmap that underpins sustainable, disciplined growth. The work we do shapes how Upvest allocates resources, prioritises initiatives, and tracks what matters.

We act as a genuine strategic partner to the Executive Management Team and Board—combining rigorous modelling with deep cross-functional relationships to close the loop between financial insight and on-the-ground execution.

About the Role

As a Senior Strategic Finance Associate, you will play a central role in defining Upvest’s long-term financial direction. You will lead our core planning cycles, own the comprehensive financial model, and work hand-in-hand with leaders across the business to assess major initiatives and ensure capital is deployed with discipline. A key part of this role is partn...