Finance

Drive financial excellence and strategic growth through comprehensive financial management and business intelligence.

About Finance

The Finance team at Upvista Digital is responsible for managing the financial health and strategic growth of our organization. We provide comprehensive financial management, analysis, and strategic guidance that enables informed decision-making and supports sustainable business growth.

Our team handles all aspects of financial operations including accounting, budgeting, financial planning, risk management, and compliance. We work closely with leadership and all departments to ensure that financial resources are allocated effectively and that our business operations remain financially sound and profitable.

We believe that strong financial management is the foundation of business success. Our team is passionate about providing accurate financial insights, implementing sound financial practices, and contributing to Upvista's continued growth and financial stability in the competitive digital transformation market.

What We Do

Financial Planning & Analysis

We develop comprehensive financial plans, budgets, and forecasts that guide strategic decision-making and resource allocation. Our analysis includes revenue projections, cost management, profitability analysis, and scenario planning to support business growth and financial stability.

Accounting & Compliance

We maintain accurate financial records, ensure compliance with accounting standards and regulations, and provide timely financial reporting. Our accounting processes include general ledger management, accounts payable and receivable, and financial statement preparation.

Risk Management

We identify, assess, and manage financial risks including market risks, credit risks, and operational risks. Our risk management approach includes insurance coverage, hedging strategies, and internal controls to protect the organization's financial assets and ensure business continuity.

Business Intelligence

We provide financial insights and business intelligence that support strategic decision-making and operational efficiency. Our analysis includes KPI tracking, performance metrics, cost analysis, and financial modeling to help leadership understand business performance and identify opportunities for improvement.

Team Structure & Roles

Senior Financial Analyst

Lead financial analysis, develop financial models, and provide strategic insights. 5+ years finance experience required.

Financial Controller

Oversee accounting operations, ensure compliance, and manage financial reporting processes.

Budget Analyst

Develop budgets, monitor spending, and provide variance analysis to support financial planning.

Accounts Payable Specialist

Process vendor payments, manage accounts payable, and ensure timely and accurate payment processing.

Accounts Receivable Specialist

Manage customer billing, track receivables, and ensure timely collection of payments.

Financial Planning Manager

Lead financial planning initiatives, develop forecasts, and support strategic decision-making.

Risk Management Analyst

Assess financial risks, develop risk mitigation strategies, and ensure compliance with risk policies.

Treasury Analyst

Manage cash flow, banking relationships, and investment strategies to optimize financial resources.

Finance Director

Lead finance strategy, manage finance teams, and ensure alignment with organizational goals.

Work Culture & Environment

Remote-First Analytical Environment

Our finance team operates in a remote-first environment that supports analytical work and financial management. We provide access to financial software, accounting systems, and analytical tools. Our communication emphasizes accuracy, transparency, and detailed financial reporting.

We have flexible working hours to accommodate different time zones and financial reporting cycles. Core collaboration hours are 10 AM - 3 PM EST, but we understand that financial analysis often requires extended periods of focused attention.

Accuracy-Focused Culture

We foster an accuracy-focused culture where precision, attention to detail, and compliance are prioritized. Regular financial reviews, audit preparations, and quality control processes ensure that our financial data is accurate and reliable for decision-making.

Strategic Partnership

We emphasize strategic partnership where finance works closely with leadership and all departments to support business objectives. Regular financial planning sessions, budget reviews, and strategic discussions ensure that our financial management aligns with organizational goals and supports growth.

Career Development

Learning & Development

We invest heavily in our finance team's growth through access to finance conferences (CFO Summit, Financial Planning Conference), certification programs (CPA, CFA, CMA), and advanced training programs. Each team member has a personal development budget for courses, books, tools, and certification fees.

Career Paths

We offer multiple career paths: Individual Contributor (Analyst → Senior Analyst → Principal Analyst → Distinguished Analyst) and Leadership (Team Lead → Manager → Director of Finance → CFO). 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 6-week onboarding program that includes financial systems training, accounting procedures, and compliance requirements. You'll be paired with a senior finance team member mentor who will guide you through your first financial projects and help you understand our financial processes.

What We Expect

Financial Expertise

Strong financial knowledge, analytical skills, and understanding of accounting principles, financial modeling, and business analysis with ability to provide accurate and insightful financial information.

Attention to Detail

Exceptional attention to detail and accuracy in financial calculations, reporting, and analysis with commitment to maintaining high standards of precision and compliance in all financial activities.

Strategic Thinking

Ability to think strategically about financial implications, understand business objectives, and provide financial insights that support strategic decision-making and organizational growth.

Communication Skills

Clear communication skills to present complex financial information to non-financial stakeholders, explain financial concepts clearly, and collaborate effectively with cross-functional teams.

Ethical Standards

High ethical standards and integrity in handling financial information, maintaining confidentiality, and ensuring compliance with financial regulations and organizational policies.

Ready to Drive Financial Excellence?

Be part of a team that's building the financial foundation for growth. Join us and help ensure our continued financial success and stability.