Financial Manager

About Uphold

The Web3 economy will redefine how financial value is managed and exchanged - with much of this activity shifting towards blockchain networks and digital assets.

Founded in 2013, Uphold is a Web3 financial platform that supports almost 300 digital assets, serving as a Regulated Gateway to the Web3 economy.

With integrations with 27 blockchain networks and a robust trading engine connected to 30 underlying venues, the Uphold platform enables users to trade ‘Anything-to-Anything’ with competitive pricing and deep liquidity.

To date, Uphold has facilitated over 120 million transactions worth $40 billion, serving 10 million customers across 150+ countries.

Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone.

To learn more about Uphold, please visit https://uphold.com.

The Opportunity

Uphold is looking for a Financial Manager to join our Finance team. This is an exciting opportunity where you’ll get to support the European Head of Finance and service both business lines with a greater weighting towards scaling the Optimus Cards business and ensuring the day to day financial needs run smoothly.

There may be one direct report and indirect support from teams in Portugal and the US. You get to work in a great company, where we are expanding the business further into Europe by adding to our regulated status for the EEA countries. We are a relatively small company so agile in nature, fast paced, in an ever changing environment with advancements in Technology and evolving consumer demands, so ensuring we are able to keep up with market changes and even be ahead of them in some cases.

Primary Responsibilities

• Support sales with pricing, modeling, and pipeline management.
• Implement a time recording system to capitalize project expenses and claim R&D tax credits.
• Develop business case templates and dashboards to aid project prioritization and provide insightful portfolio data.
• Ensure timely completion of daily settlement processes and client billing, identifying revenue growth opportunities.
• Review and strengthen client and supplier/vendor contracts.
• Support month-end processes, including reviewing accruals, variances, and resolving accounting issues.
• Sign off on daily prefunding/client bank funds and ensure billing reflects current rates for pass-through expenses.
• Support unit costing, pricing, margin management, and client profitability.
• Ensure safeguarding and daily reconciliation of client funds, and review settlement volumes to maintain liquidity.
• Identify opportunities with key suppliers like Temenos processing and Mastercard CBA.
• Submit reports to the FCA and ensure compliance with FCA requirements.
• Assist in the monthly close process, related reconciliations, and VAT calculations for submission to HMRC.
• Support market expansion and commercialization of new products.
• Approve supplier, expense, payroll, and tax payments.
• Document tasks in the confluence knowledge store.
  
  
  

Required Qualifications

• Degrees: Finance, Accounting, Maths, Economics, Business or similar.
• 5+ years of relevant experience in financial services.
• Strong at presenting information and turning data into insights.
• A people’s person, someone who collaborates well across all departments and locations.
• An inquisitive and fix it mindset.
• Process, documentation driven.
• Fluent written and oral English skills.
  
  
  

Bonus If You Have

• Accounting Qualifications: Certified Accountant (not mandatory)
• Experience with the issuing business would be great, software and digital assets.
• In-depth knowledge of banking frameworks and payment methods.
• Knowledge of interchange fees, scheme fees, processing fee, transaction types.
  
  
  

What We Offer

• Innovation and Impact: Contribute to pioneering projects in a dynamic and challenging environment.
• Competitive Compensation: Stock options, performance bonuses, and comprehensive benefits on top of a competitive salary.
• Strong Company Culture: Thrive in a supportive, collegiate environment with values of integrity, teamwork, accountability, and excellence.
• Global Collaboration: Participate in regular updates, strategy sessions, and networking opportunities across the group.
• Development Opportunities: Access training and mentorship programs.
• Flexibility: Enjoy options to work from home, other locations, or adjust your hours.
• Inclusive Environment: Value and respect diverse perspectives.
  
  
  

Benefits

• Annual bonus program based on individual, team and company performance.
• Home office stipend for a productive setup.
• Generous PTO, healthcare, and employee assistance programs.
• Engaging events and celebrations.
• Well-stocked office kitchen with a foodie culture.
  
  
  

Join us to grow, innovate, and contribute meaningfully. Be part of our talented team!

Visit our careers page for more exciting opportunities, if this role isn’t the perfect fit.

EEOC Employer

We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better - together.