Upvista
Careers Portal
Finance
Drive financial excellence and strategic growth through sound financial management and data-driven decision making.
About Finance
The Finance team at Upvista Digital is responsible for managing our financial health, ensuring compliance, and providing strategic financial guidance that supports our company's growth and success. We maintain accurate financial records, analyze performance, and provide insights that drive informed business decisions.
Our team handles accounting, financial planning, budgeting, reporting, and risk management. We work closely with all departments to understand their financial needs, support their initiatives, and ensure that our financial practices align with our business objectives and regulatory requirements.
We believe that strong financial management is the foundation of business success and that accurate financial data enables better decision-making. Our team is passionate about maintaining financial integrity, supporting business growth, and contributing to our company's long-term success.
What We Do
Financial Planning
We develop comprehensive financial plans, budgets, and forecasts that guide our business decisions and resource allocation. Our planning process includes scenario analysis, risk assessment, and strategic recommendations that support our company's growth objectives.
Accounting & Reporting
We maintain accurate financial records, prepare financial statements, and ensure compliance with accounting standards and regulations. Our accounting practices include month-end close, financial reporting, and audit preparation to provide reliable financial information.
Risk Management
We identify, assess, and manage financial risks that could impact our business. Our risk management approach includes financial controls, compliance monitoring, and risk mitigation strategies that protect our company's financial health.
Financial Intelligence
We provide financial analysis, insights, and recommendations that support strategic decision-making. Our financial intelligence includes performance analysis, trend identification, and business intelligence that helps our leadership team make informed decisions.
Team Structure & Roles
Financial Analyst
Analyze financial data, prepare reports, and provide insights to support business decision-making and strategic planning.
Financial Controller
Oversee accounting operations, ensure compliance, and maintain financial controls and reporting accuracy.
Budget Manager
Develop and manage budgets, monitor spending, and provide financial guidance for resource allocation.
Accounts Payable Specialist
Manage vendor payments, process invoices, and ensure timely and accurate payment processing.
Accounts Receivable Specialist
Manage customer payments, track receivables, and ensure timely collection of outstanding amounts.
Financial Planning Manager
Develop financial strategies, create forecasts, and provide strategic financial planning support.
Risk Management Specialist
Identify financial risks, develop mitigation strategies, and ensure compliance with risk management policies.
Treasury Manager
Manage cash flow, investments, and financial instruments to optimize liquidity and financial performance.
Finance Director
Lead the finance team, develop financial strategies, and ensure overall financial health and compliance.
Work Culture & Environment
Remote-First Financial Excellence Environment
Our finance team operates in a remote-first environment that supports financial excellence and accuracy. We provide access to financial systems, reporting tools, and collaboration platforms. Our communication emphasizes financial accuracy, compliance, and strategic financial planning.
We have flexible working hours to accommodate different time zones and financial reporting schedules. Core collaboration hours are 10 AM - 3 PM EST, but we understand that financial deadlines often require availability during various times.
Accuracy-Focused Culture
We foster an accuracy-focused culture where every financial detail matters and precision is paramount. Regular financial reviews, compliance checks, and quality assurance processes ensure that our financial data is reliable and our reporting is accurate.
Strategic Financial Thinking
We emphasize strategic financial thinking where every team member understands how their work contributes to our company's financial success. Regular financial planning sessions, business analysis, and strategic discussions ensure that we provide valuable financial insights.
Career Development
Learning & Development
We invest heavily in our finance team's growth through access to finance conferences (CFO Summit, Financial Planning), professional development programs, and certification courses. Each team member has a personal development budget for courses, books, tools, and conference attendance.
Career Paths
We offer multiple career paths: Individual Contributor (Analyst → Senior Analyst → Principal Analyst) and Leadership (Team Lead → Manager → Director of Finance). We support both paths equally and help you develop the skills needed for your chosen direction.
Onboarding Process
New finance team members go through a comprehensive 4-week onboarding program that includes financial systems training, company policies orientation, and compliance familiarization. You'll be paired with a senior finance mentor who will guide you through your first projects and help you understand our financial practices.
What We Expect
Financial Expertise
Strong financial knowledge and analytical skills with ability to understand financial statements, perform financial analysis, and provide accurate financial insights that support business decision-making.
Attention to Detail
Exceptional attention to detail and accuracy in financial work with ability to maintain precise records, identify discrepancies, and ensure compliance with financial standards and regulations.
Strategic Thinking
Ability to understand business objectives, align financial strategies with company goals, and provide financial insights that support strategic decision-making and business growth.
Communication Skills
Strong communication skills to explain financial concepts clearly, present financial information effectively, and collaborate with non-financial team members to support business objectives.
Ethical Standards
High ethical standards and integrity in financial work with commitment to accuracy, transparency, and compliance with financial regulations and company policies.
Ready to Drive Financial Excellence?
Be part of a team that's committed to financial excellence. Join us and help maintain the financial health that supports our company's success.