Upvest is on a mission to make investing as easy as spending money. The company empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and enterprises alike can save resources and fully focus on their core business.
Upvest is one of the few fintechs in Europe that can provide its B2B clients with the full range of investment opportunities in the areas of principal broking business, proprietary trading, and safe custody business for traditional securities. The company was founded in 2017 by Martin Kassing and currently employs more than 180 people across Europe. Its latest €100m fundraising round (Series C) was led by Hedosophia and Sapphire Venture, with continued support from existing investors including Bessemer Venture Partners, BlackRock, Earlybird, HV Capital, Motive Ventures, and Notion Capital.
We currently employ 180+ people across Europe with our headquarters based in Berlin, Germany. We would consider hiring remotely for this role. If you do want to move to Berlin though, we’re happy to support your relocation.
Your mission:
Accounting plays a critical role in our mission by ensuring that we have accurate and complete financial data to drive strategic decisions. As a key player in our accounting department, you’ll ensure the integrity of our general ledger—the foundation for internal and external reports that support stakeholders such as investors, regulators, tax authorities, and the public. To achieve this, you will implement smart, streamlined processes, establish robust controls, and continually seek ways to improve. We value a mindset that challenges the status quo and drives efficiency.
This role will give you the opportunity to:
Manage day-to-day accounting tasks, ensuring smooth monthly, quarterly, and yearly closings
Evaluate existing processes, proposing and implementing ideas to automate and optimize workflows
Enhance and maintain accounting-related internal controls to ensure compliance with external and internal audits (including ISAE 3402)
Develop clear and detailed work instructions
Leverage the features of our newly migrated ERP system to maximize efficiency
Provide essential support during external and internal audits and other accounting related projects
Job requirements:
Solid expertise in accounting and related processes
Initial work experience in a relevant field (e.g. accounting, audit, or advisory)
Strong communication skills in English, with the ability to simplify and explain complex concepts
Proficiency in Excel
A strong sense of ownership and responsibility
Keen attention to detail
Eagerness to deepen knowledge in accounting, processes, internal controls, and related areas
Nice to have
Worked with Oracle NetSuite or similar accounting/ERP system(s) before
Knowhow of German banking GAAP (“RechKredV”)
Why Upvest?
We're working on solving a hard problem: fixing the European securities financial infrastructure that empowers more people to be able to invest. You have the opportunity to contribute to this change.
We invest in you. From access to a personal coach, development budget and plenty of opportunities to grow in your role.
We take hiring seriously with a strong focus on keeping a high bar when interviewing (equally important is that we hire decent people, who are passionate about their craft and helping us achieve our shared mission).
While we're not quite fully-remote, we are committed to being a flexible employer, as we understand you don't have to be in the office to do your best work.
We live a culture of empowerment, trust (that we hire the best people and get out of their way) and openness (there's a greater advantage in sharing information than keeping it to ourselves).
Our values:
Learn and grow. We aim high to shape our future. We give and request honest feedback knowing that we develop together. Progression over Perfection.
Team first. We make it easy for others. We value our differences and are open to others' opinions. We win and celebrate together! Team over Egos.
Own the outcome. Whether we win or we lose, we stand together. We are proactive and get the job done. Outcome over Process.
Tell the story. We always start with the why. We share knowledge to empower others. Transparency over Complexity.
Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees