Upstream USA

Manager

• Support the design and execution of Upstream’s multi-year strategic planning process
• Conduct market analysis and synthesize insights
• Drive financial modeling and scenario planning
• Define and track strategic performance
• Prepare clear recommendations and presentations for leadership
• Map and analyze the healthcare stakeholder landscape
• Manage a structured innovation framework for sourcing ideas
• Guide the strategic innovation process
• Manage systems and processes for effective framework
• Track and report on innovation projects and outcomes
• Lead end-to-end project management for key projects
• Adapt to organizational needs and take ownership of projects
• Prepare high-quality reports and presentations
• Represent the organization in selected external meetings

Senior Manager – Reproductive Healthcare

Business Intelligence Analyst

• Drive the successful optimization/maintenance of current systems/reports and rollout of new FP&A systems and reports. This involves hands-on configuration, development of financial input forms, and leading end-user training to ensure organizational proficiency and system adoption.
• Manage data integrity and financial accuracy across all reporting cycles, including the monthly close, in FP&A systems. Rigorously review and reconcile data translation between core financial systems and finalized reports, actively investigating and resolving any discrepancies to ensure a consistent and reliable single source of truth.
• Champion continuous improvement by proactively identifying and implementing opportunities to automate, streamline, and simplify financial systems, modeling, and processes to drive greater efficiency and accuracy.
• Partner closely with the Accounting team as a key thought partner to not only jointly develop, implement, and communicate changes in financial policy and procedures, but also to streamline processes and identify opportunities for automation and efficiency within the finance function.
• Assist and guide leaders across the organization in development of budget and monitoring of spend against those budgets
• Support twice a year budgeting cycle, including a mid-year reforecast
• Lead the monthly and quarterly financial review process, facilitating discussions with budget managers across functions.
• Proactively engage with the Finance & Admin team and budget managers to offer strategic counsel and financial thought leadership.
• Conduct deep-dive variance analysis between actual financial performance and budget, ensuring discrepancies are thoroughly researched and documented by both the analyst and the responsible budget owners.
• Synthesize and aggregate findings to generate strategic insights that inform decision-making, identify operational trends, and drive continuous financial improvement.
• Generate timely and impactful financial reports and analysis (both recurring and ad hoc) that drive business decisions, utilizing advanced spreadsheet modeling, budget software (Vena), and Business Intelligence platforms (Power BI).
• Prepare financial reports for Upstream donors and investors in collaboration with Development and Accounting teams ensuring accurate transfer of financial information into donor specific templates
• Support the preparation and finalization of finance presentations for the Board of Directors and the Board’s finance committee.
• Embody FP&A’s role as primary financial point-of-contact across the organization, providing timely and accurate responses to all inquiries from budget managers and staff regarding financial reports, budgets, spending variances, and financial systems.
• Serve as a proactive Financial Partner and Resource to internal customers by developing and leading training and job aids. Focus on increasing financial literacy and business acumen across the organization to build confidence and ensure budget managers fully understand and take ownership of their spending and budget.
• Support the Sr. Finance Manager and CFO with special projects as needed.
• Additional duties as assigned

Senior Manager – Reproductive Healthcare

FP&A Systems & Reporting Analyst – Reproductive Healthcare