Senior Business Analyst with financial background in R/D team

We are looking for an open-minded proactive person to join our R&D team, responsible for innovating and patenting of new products, tools, processes, services or improvements to those that already exist.

The R&D cycle of a team will include such typical steps like:
• Ideas and concepts – permanent research and analysis, that can come from a change of legislation, a technological breakthrough, or striving for efficiency or cost-saving.
• Designs and modeling – the technical analysis, design, development activities that are needed to resolve the uncertainty, meet the challenge and prepare an MVP to test a hypothesis.
• Testing and validating hypotheses on a market using a variety of tools and techniques.
• Patenting of innovative solutions and ideas in The United States Patent and Trademark Office.

• A wide erudition and knowledge of the U.S. micro-small business market
• Previous experience of working in a financial modeling team within the Big Four or a professional services firm or large corporate
• Developing and/or reviewing models where a key output was integrated financial statements
• Experience in valuation, feasibility studies/projections, transaction support, due diligence, financial restructuring and IPO’s.
• Have strong academic achievements including excellent degree results
• Ability to review and analyze financial information and write clear, succinct and insightful reports.
• Advanced level of technical proficiency and computer literacy particularly with spreadsheets (Word, Excel, PowerPoint).
• Having strong excel skills, relevant technical analytical skills could also be an advantage e.g., VBA, Access, SQL etc.
• Financial data analysis and consolidation
• Have excellent communication skills (both written and verbal)
• Intellectual curiosity and strong attention to detail
• Have an effective approach to time management and the ability to work to tight deadlines
• Bachelor’s Degree in Finance, Accounting, Mathematics, Statistics or related field 2 – 4 years’ experience in a similar role within the Big Four
• Experience in working with Zohobooks, Quickbooks, Wave, Freshbooks, Sage, Xero and other similar apps for small business
• Experience in working with JIRA and Confluence tools

• Gathering use cases and requirements from internal and external users and shareholders in support of initial concepts and projects
• Conducting market analysis and develops an initial hypothesis around growth opportunities and upside potential and downside risks
• Full cycle of product development in agile team:
• User stories preparation
• Refinement and planning sessions
• Product technical & business documentation development
• Close cooperation with a lawyer in patenting and protection of rights to the inventions

Would be a plus
• Knowledge of US GAAP
• A knowledge of SQL, visual tools such as QlikView, PowerBi, and ETL tools R and Python

Working terms
• Possibility to grow within a multicultural work environment with a flat structure and direct, informal communication
• Flexible working environment
• Full-time employment
• Remote work
• 4 working days week
• Medical insurance
• English classes

About Upswot

Upswot is the American startup that is actively scaling in CEE, Western Europe and the US.

Upswot provides an on-prem or private cloud, a white-labeled platform designed to motivate SMB to share the data from their business accounts.

Upswot automatically integrates, structures, and analyses authorized data from data sources including Accounting, CRM, WEB analytics, eWallets, ERP, and eCommerce systems SMBs already use.

Based on the insights of the data from these systems, Upswot helps Lenders & Carriers cross-sell more effectively to both new and current clients with highly personalized and relevant offers.

Besides, our technology saves a lot of time for SME by automating reporting to the Lender or Insurer about the results of the operational activities. We allow SMBs to combine all their business systems in a single screen to get insights into their business, sales, and operations.

We are working with several dozens of Lenders in 4 countries.

Company website:

DOU company page:

Job posted on 2 August 2022
64 views    16 applications

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