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Associate, Finance

UpEquityChicago, Illinois, United StatesOnsite

UpEquity invites you to join our dynamic team as an Associate, Finance, where you will play an essential role in the dynamic growth of our business!
About UpEquity: At UpEquity, we are pioneers in the real estate industry, dedicated to empowering individuals and businesses with innovative solutions that make home buying and selling more achievable for everyone. Our culture is rooted in collaboration, innovation, and a relentless commitment to making a meaningful impact. As an Associate in our Finance department you will be at the center of our mission (simplify the homebuying experience) to reshape the industry.Role and Responsibilities: As an Associate in our Finance department at UpEquity, you will be a pivotal player to ensure the Company can fulfill its growth objectives.  As an Associate, Finance, your responsibilities will include, but are not limited to:

  • Monitoring day to day cash position and producing weekly cash reports
  • Management of our credit facilities from day to day and ensuring compliance with credit requirements
  • Working closely with our data teams to build new reporting and dashboards
  • Contribute to due diligence processes with new financing partners
  • Building and maintaining financial forecasts
  • Building the budget and monitor progress against KPIs
  • Develop and maintain investor presentations and materials
  • Develop competitive analysis framework and benchmark UpEquity against its competitors
  • Prepare presentations for the Executive team and the Board of Directors
  • Management of treasury function including expense management

Qualifications:

  • 2+ years of experience
  • Bachelors degree in Finance, Economics, Accounting, or other quantitative field
  • Familiarity with financial statements
  • Experience building excel models for financial forecasting
  • Ability to analyze large sets of data and present meaningful conclusions
  • SQL experience is a plus
  • Willingness and ability to work in a fast paced startup environment 
  • Impeccable attention to detail
  • Microsoft Suite proficiency

Being a competitive startup organization, we care a lot about our employees and want to take care of them the best we can. Not only does your hard work pay off monetarily but we offer great benefits, perks and incentives to make sure your efforts are recognized. We offer:

  • Competitive compensation
  • PTO & Sick Time + 11 holidays to enjoy work/life balance
  • Disability, Health, Dental and Vision Insurance
  • Opportunities for growth and continuous development
  • An exciting and positive work environment - we have snacks and drinks for you daily!
  • Weekly happy hours

Important Details: 

  • You must reside in Austin, TX or Chicago, IL

Compensation Range: $80,000.00 - $100,000.00 annuallyBased on qualifications, experience and skills.For information on UpEquity, including more information on employee benefits and our company culture, visit our website at www.upequity.com.UpEquity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Life at UpEquity

UpEquity is a tech-enabled mortgage platform that is disrupting the U.S. mortgage lending marketplace by providing cash offers for everyone. Founded in 2019 by Tim Herman and Louis Wilson while they were attending Harvard Business School, UpEquity was created out of a passion to solve the broken home buying process. UpEquity empowers customers to close offers fast by leveraging its proprietary combination of free cash offers, automated underwriting and low mortgage rates. Even first-time homebuyers receive access to the best houses on the market, in turn democratizing the American Dream. We are headquartered in Austin and have locations around the country. Visit us at upequity.com. Ready to be a part of something special?
Thrive Here & What We Value1. Veteranowned, real estate company on a mission to create more equal access to the American Dream.2. UpEquity Trade Up program assists in simultaneous buying/selling of homes.3. Unlocking equity and removing contingencies for competitive home offers.4. PTO, sick time + 10 holidays for work/life balance.5. Comprehensive health benefits (Medical, Dental, Vision).6. Growth opportunities and continuous development.7. Positive work environment with daily snacks and drinks.8. Weekly happy hours and team building activities.9. Work from home Wednesdays.
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