Senior Financial Analyst, Corporate FP&A (Forecasting)

About the Role

We are seeking a Senior Financial Analyst to join our Corporate FP&A (Forecasting) team as the lead for monthly forecasting and management reporting. In this high-impact role, you will own core forecasting processes, partner with teams across the company, and deliver critical insights to senior leadership. You’ll help align financial forecasts with strategic priorities, improve planning systems, and drive operational accountability.

This is an ideal role for someone who thrives in a fast-paced environment, brings strong financial acumen, and has a passion for scalable process improvement.

Responsibilities

• Lead and manage the end-to-end monthly forecasting process, ensuring alignment with strategic goals and cross-functional inputs
• Prepare and deliver monthly management reporting packages to senior leadership, highlighting trends, risks, and opportunities
• Partner with finance, HR, accounting, and business units to validate data and explain key variances and drivers
• Maintain and improve forecast models, templates, and dashboards in Planful, ensuring accuracy and usability
• Monitor and analyze company-wide metrics (revenue, expenses, margins, EBITDA) against targets, surfacing insights proactively
• Support the annual planning cycle, including scenario modeling, calendar management, and stakeholder coordination
• Build and maintain scalable documentation of forecasting processes, assumptions, and reporting timelines to ensure continuity and accountability

What it takes to catch our eye

• 3–5 years of progressive experience in FP&A or strategic finance with ownership of forecasting and reporting cycles
• Strong financial modeling and analysis skills with advanced proficiency in Excel or Google Sheets
• Hands-on experience with forecasting tools (Planful preferred) and ERP/reporting systems (e.g., NetSuite, Adaptive, Anaplan)
• Proven ability to synthesize large data sets into actionable insights for senior stakeholders
• Excellent communication and cross-functional collaboration skills, with the ability to present clearly and effectively

Come change how the world works.

Upwork is establishing an operational hub in Toronto, Canada. The new office is expected to be fully operational by Q4 2026. This role will require 3 days in office once we have an office open.

This position will initially be employed through a partner to ensure a seamless hiring process while we establish the hub. Once the hub is established, there may be opportunities to transition to employment with Upwork, depending on business needs and other requirements. While employed by the partner, you’ll work as part of Upwork’s team, with access to our resources, culture, and growth opportunities.

Our partner will offer competitive benefits. When Upwork’s hub is established, we will be excited to offer employment and benefits directly as business needs require.

Upwork is committed to building a diverse, inclusive, and equitable workforce. Employment decisions are made without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or any other status protected by applicable law.

We use BrightHire, an AI-enabled tool to record interviews and summarize interview transcripts. The tool allows the interviewer to focus on the discussion and does not score or evaluate candidates or make recommendations. The interview transcripts are reviewed, and decisions are only made by humans. Candidates who prefer not to have their interview recorded through BrightHire can opt out when the interview is scheduled.

The annual base salary range for this position is displayed below. The range displayed reflects the minimum and maximum salary for this position, and individual base pay will depend on your skills, qualifications, experience, and location. Additionally, this position is eligible for the annual bonus plan or sales incentive plan and eligibility to participate in our long term equity incentive program.

Annual Base Compensation

{#salary}$103,000—$148,000 CAD{/salary}

To learn more about how Upwork processes and protects your personal information as part of the application process, please review our Global Job Applicant Privacy Notice