Senior Strategic Finance Associate at Upvest | Berlin

UpvestBerlin

On-site Full-time

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Experience Level

Senior

Qualifications

The ideal candidate will possess strong analytical skills, experience in financial modeling, and a comprehensive understanding of capital markets. A background in finance or related fields, along with proficiency in data analysis tools, is essential. Additionally, effective communication skills are crucial for collaboration with cross-functional teams.

About the job

Location: Berlin (on-site required)

Upvest develops technology designed to make investing as simple as everyday spending. Its Investment API enables fintechs and financial institutions to offer a broad selection of investment products, helping users access capital markets and retirement solutions. Clients include DKB, Revolut, N26, and Raisin.

Since its founding in 2017 by Martin Kassing, Upvest has grown to over 270 employees representing more than 70 nationalities. The company has secured €280M in funding from investors such as BlackRock, Tencent, Sapphire Ventures, Bessemer Venture Partners, Earlybird, Notion Capital, and Motive. In March 2026, Upvest raised €105M in a round led by Sapphire and Tencent to support its continued growth.

Strategic Finance at Upvest

The Strategic Finance team plays a central role in guiding Upvest’s key decisions. This group handles long-term planning, capital allocation, and performance analysis, turning company strategy into clear financial plans. Their work determines how resources are allocated, which projects advance, and how progress is measured.

Strategic Finance works closely with the Executive Management Team and Board, blending detailed financial modeling with cross-functional collaboration to turn analysis into action.

Role overview

The Senior Strategic Finance Associate helps define Upvest’s long-term financial direction. This role leads planning cycles, maintains the company’s comprehensive financial model, and partners with leaders across departments to evaluate major initiatives and support disciplined capital allocation. Collaboration with the Risk team ensures financial strategy aligns with regulatory capital requirements. The Senior Strategic Finance Associate reports directly to the Head of Strategic Finance and works closely with Upvest’s Executive Management Team.

This position is based in Berlin and requires on-site presence. While Upvest offers flexibility in general, this role is not available as a remote or hub-based position outside Berlin.

About Upvest

Upvest is a forward-thinking company committed to revolutionizing the investment landscape. With a diverse team and robust backing from leading investors, we strive to empower businesses and enhance the investment experience for all.

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Senior Strategic Finance Associate at Upvest | Berlin

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Site Reliability Engineering Lead (f/m/d)

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Full-time|Hybrid|Berlin

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Head of Tax Operations (f/m/d) at Upvest | Berlin

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Feb 9, 2026

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Senior Account Executive - Germany (f/m/d)

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Full-time|On-site|Berlin

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Nov 13, 2025

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Senior Public Relations Manager (f/m/d)

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Full-time|On-site|Berlin

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Jan 21, 2026

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Working Student in Accounting (f/m/d)

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Temporary|On-site|Berlin

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Mar 9, 2026

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Upvest

Full-time|On-site|Berlin

Upvest seeks an Outsourcing Business Owner to guide and oversee outsourcing efforts from the Berlin office. This role manages partnerships with external providers and keeps daily outsourced operations running smoothly and efficiently. Key responsibilities Build and maintain strong relationships with outsourcing partners Supervise outsourced activities to ensure consistent quality and efficiency Develop and update the company’s outsourcing approach Work closely with both internal colleagues and external teams to improve operations Location This position is based in Berlin.

Apr 21, 2026

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