Job Description & How to Apply Below
From Fortune 100 enterprises to entrepreneurs, businesses rely on Upwork Inc. to find and hire expert talent, leverage AI‑powered work solutions, and drive business transformation. With access to professionals spanning more than 10,000 skills across AI & machine learning, software development, sales & marketing, customer support, finance & accounting, and more, the Upwork family of companies enables businesses of all sizes to scale, innovate, and transform their work forces for the age of AI and beyond.
Since its founding, Upwork Inc. has facilitated more than $30 billion in total transactions and services as it fulfills its purpose to create opportunity in every era of work. Learn more about the Upwork Marketplace at and follow us on Linked In, Facebook, Instagram, Tik Tok, and X; and learn more about Lifted at Go‑Lifted and follow on Linked In.
The Corporate Financial Planning & Analysis team partners closely with the VP of Finance, CFO, and executive leadership to shape Upwork’s financial strategy and long‑term direction. As a Senior Analyst based in our Toronto hub, you will play a critical role in owning monthly and quarterly forecasting for the corporate balance sheet and cash flow statements. This is a highly visible position with regular exposure to senior leadership, where your structured thinking, financial rigor, and clear communication will directly influence decision‑making at the highest levels of the company.
In this role, you will lead forecasting and analysis across fixed assets, intangible assets, equity and share‑based compensation, integrated cash flows, and provisions for transaction losses. You will translate complex financial data into clear insights and executive‑ready materials, including monthly forecast presentations and quarterly Board of Directors decks. Working from our Toronto hub, you will collaborate cross‑functionally with global stakeholders while contributing to a strong local finance presence and community.
Responsibilities Own end‑to‑end monthly and quarterly forecasting for the corporate balance sheet and cash flow statements, ensuring accuracy, timeliness, and alignment with company targets
Lead variance analysis against budget and prior forecasts, delivering clear insights and actionable recommendations to executive stakeholders
Develop and maintain financial models across fixed assets, intangible assets, equity and share‑based compensation, integrated cash flows, and transaction loss provisions
Prepare executive‑ready reporting, including monthly forecast presentations and quarterly Board of Directors materials, with concise commentary on key drivers, risks, and opportunities
Partner cross‑functionally with Accounting, Investor Relations, Tax, and business leaders to ensure consistency between actuals, forecasts, and long‑term plans
Leverage AI tools to streamline reporting, summarize complex data sets, and enhance forecasting efficiency, while reviewing outputs for accuracy and financial integrity
Identify and implement process improvements in forecasting workflows that increase scalability, transparency, and operational effectiveness
What it takes to catch our eye 2 to 4 years of experience in FP&A, investment banking, consulting, or a related analytical role with exposure to public company financials
Strong financial acumen with demonstrated experience analyzing 10‑Ks, balance sheets, and cash flow statements in a public company or SaaS environment
Advanced Excel and financial modeling skills, with a structured approach to problem solving and comfort navigating ambiguity
Clear and concise communication skills, with experience preparing materials for senior leadership or…
Position Requirements
10+ Years
work experience
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