---
title: 'Senior FP&A Analyst at Upshop'
canonical: 'https://feeny.ai/job/senior-fp-a-analyst-upshop-austin-texas-united-states-miami-florida-united-hx5dmhwxbcfd'
type: 'job'
last_seen: '2026-09-18'
---

# Senior FP&A Analyst at Upshop

- **Company:** Upshop
- **Location:** Austin Texas United States Miami Florida United States Mississauga Ontario, Canada
- **Posted:** 2026-09-11
- **Last confirmed live:** 2026-09-18
- **Apply:** https://job-boards.greenhouse.io/upshop/jobs/5235484007

## Job description

## About Upshop

Upshop is the market leader in Total Store Operations solutions for grocery and convenience retail. Our AI-powered SaaS platform connects Fresh, Center, eCommerce, and DSD operations to create a simpler, smarter, and more connected store experience. More than 450 retail chains trust Upshop across 50,000+ stores in 35 countries.

The Opportunity

Upshop is looking for a Senior FP&A Analyst to strengthen a fast-moving Finance function. This is a hands-on role for someone who builds financial models well, understands SaaS economics, and uses AI and automation to make Finance faster and more accurate.

Reporting to the Manager, FP&A, you'll partner with Sales, Product, Engineering, Customer Success, and G&A to turn data into clear, decision-ready analysis. You'll own your models and analyses end to end and bring a point of view — not just a number — when you present to Finance leadership.

## Responsibilities

- Execute the core monthly FP&A cycle: financial reporting, variance analysis, forecasting, and management reporting.
- Build and maintain driver-based models for ARR, revenue, headcount, opex, EBITDA, and cash flow, working from source data rather than static templates.
- Develop scenario and sensitivity analyses that quantify the impact of changes in growth, sales productivity, retention, hiring, spend, and other key business drivers.
- Analyze core SaaS and GTM metrics — ARR, bookings, pipeline, sales capacity/productivity, churn, retention, expansion, gross margin, CAC, Rule of 40, pipeline coverage, win rate, sales cycle length, and quota attainment — and flag what's moving and why.
- Partner with functional leaders to validate assumptions, surface risks and opportunities, and track performance against plan.
- Support the annual operating plan, monthly reforecast, and ad hoc business cases.
- Produce concise, executive-ready presentations, dashboards, memos, and analysis for leadership, QBRs, and Board-related materials.
- Build and maintain AI-enabled workflows like rolling forecast updates and forecast-vs-actual variance analysis, with appropriate review and data-security controls.
- Identify and implement process and template improvements that make Finance faster and more scalable.

Required Qualifications

- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 4–6 years in FP&A, corporate finance, investment banking, consulting, or a similarly analytical role.
- Demonstrated ability to build driver-based financial models from source data — not just update existing templates.
- Working knowledge of SaaS and GTM metrics: ARR, bookings, recurring revenue, retention, churn, expansion, gross margin, sales productivity, pipeline, and cash flow.
- Hands-on experience using AI tools (e.g., ChatGPT, Copilot, Claude) to speed up analysis, documentation, or reporting — be ready to show a real example.
- Advanced Excel: complex formulas, pivots, lookups, data validation, and model design.
- Strong PowerPoint and written communication skills — able to build concise, executive-ready materials.
- Comfortable working with large or messy datasets and turning them into a clear takeaway.

## Preferred Qualifications

- Experience with [insert Upshop's actual planning/BI stack, e.g., NetSuite and Adaptive Planning]; SQL or Python a plus for larger datasets.
- SaaS, technology, or private-equity-backed operating environment experience.
- Progress toward CPA or CFA.
- Retail, grocery, convenience, or multi-location operations experience — a plus, not required.

## Why Upshop

- Direct exposure to senior Finance leaders and real business decisions.
- Help build modern FP&A capability — driver-based planning, scenario modeling, AI-enabled workflows.
- Broad exposure across a global, growing SaaS business.
- Collaborative, entrepreneurial team that values ownership and rigor.
- Competitive compensation, flexible work arrangements, and real growth path.

## About Upshop

## Company Overview
- **One-liner**: Upshop provides an AI-powered, SaaS-based Total Store Operations platform that helps food retailers streamline forecasting, ordering, production, and inventory optimization across fresh, center-store, DSD, and eCommerce departments.
- **Entity Type**: Private (part of Invafresh following a 2024 merger)
- **Headquarters**: Austin, Texas, United States
- **Founded**: 1989 (as Application Development Consultants, Inc.)
- **Founders**: Not publicly available (evolved through multiple acquisitions and a merger)

## Core Business
- **Primary industry**: Food retail technology / Grocery technology
- **Target customers**: B2B – grocery retailers, convenience stores, and food retailers (serving 450+ retailers in 50,000+ stores across 35+ countries)
- **Mission or purpose statement**: To deliver a simplified, smarter, more connected store experience that helps retailers improve sales, reduce waste, enhance food safety, and empower associates.

## Products & Services
- **Total Store Operations Platform**: An AI-powered SaaS platform that synchronizes Fresh, Center, DSD (Direct Store Delivery), and eCommerce operations. Includes modules for:
  - **Fresh Operations (FreshIQ®)**: Forecasting, ordering, production planning, and inventory management for fresh departments.
  - **eCommerce Fulfillment (ShopperKit)**: Omnichannel order management and fulfillment orchestration.
  - **Center Store**: Inventory optimization for shelf-stable goods.
  - **DSD Management**: Direct store delivery reconciliation and management.
  - **Date Check Pro**: Food safety and freshness date management.
  - **Magic Inventory Intelligence**: AI-driven inventory visibility and shrink reduction.
- **Total Store Ordering** (launched July 2025): A unified replenishment solution ending fragmentation across departments.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: Annual revenue of approximately $12.3 million (based on 2024 estimates); Total funding not publicly available (funded via Invafresh parent entity)
- **Notable Investors/Partners**: Invafresh (parent company after 2024 merger), ReposiTrak (strategic partnership for FSMA 204 traceability), Inmar Intelligence (marketing and eCommerce fulfillment partnership), Heritage Grocers Group, Gelson’s Markets (recent customers)
- **Growth Signals**:
  - Headcount of 178 employees (+14.3% YoY growth)
  - Operates in 10 countries with offices in the US, Canada, Sweden, Colombia, UK, and Denmark
  - 2024 merger with Invafresh created the “first global retail operations platform” serving 35+ countries
  - Recent customer wins: Heritage Grocers Group, Gelson’s Markets
  - New product launch: Total Store Ordering (July 2025)
  - 19 active job postings; job postings up 111% year-over-year

## Competitive Advantages
- **Market Leadership**: Positioned as the first total store operations platform specifically built for food retailers, unifying previously fragmented department-level solutions.
- **AI-Powered Predictions**: Uses machine learning for demand forecasting, shrink reduction, and production planning, giving retailers a data-driven edge.
- **Scale & Trust**: Serves 450+ retail chains in 50,000+ stores across 35+ countries, including major grocery names.
- **End-to-End Coverage**: Covers fresh, center, DSD, and eCommerce on one platform — a rare integration in the grocery tech space.
- **Recent Merger Scale**: The 2024 merger with Invafresh combined complementary technologies to create a global leader with deeper R&D and customer support capabilities.

## Strategic Focus
- **Global Expansion**: Expanding reach across 35+ countries, with dedicated sales roles for Europe (Account Executive: Europe currently hiring).
- **Product Innovation**: Launching new modules like Total Store Ordering and predictive analytics for fresh prepared foods.
- **Partnership Ecosystem**: Building strategic integrations with partners like ReposiTrak (traceability) and Inmar Intelligence (marketing/fulfillment) to offer a more comprehensive solution.
- **Customer Growth**: Targeting non-grocery retail segments (convenience stores) and large strategic accounts.
- **Operational Excellence**: New CEO Mike Sanders (appointed April 2025) focused on accelerating customer innovation and operational excellence.

## Why Work Here
- **Growth Trajectory**: High growth phase with 14.3% headcount increase YoY and 111% increase in job postings year-over-year, indicating strong hiring momentum.
- **Global & Remote-Friendly**: Offers remote roles across North America and Europe, with offices in Austin (HQ), Tampa, Mississauga (Canada), and Sweden.
- **Engineering Culture**: Technical team of 52 people (24% of workforce) working with a modern stack including AWS, Kubernetes, React, Python, Databricks, and microservices. Key engineering leaders include Dan Larsson Wåssén (Head of Engineering) and RJ A Seoud (Sr. Director, Engineering Operations).
- **Mission-Driven Work**: Directly impacts food waste reduction, sustainability, and food safety — meaningful work with tangible environmental and social benefits.
- **Diverse Team**: Workforce spans 10 countries with employees from diverse backgrounds; talent sourced from companies like Invafresh, Albertsons, Kaseya, and others.
- **Employee Ratings**: Mixed reviews on Glassdoor (3.1/5.0 overall) with work-life balance rated 2.8/5.0 and culture rated 2.7/5.0 — potential areas for improvement in company culture and work-life balance.
- **Notable Perks**: Not explicitly listed; remote/hybrid flexibility appears available for many roles.

## Sources
1. [Upshop Website](https://upshop.com/)
2. [Upshop About Page](https://upshop.com/about/)
3. [Upshop Careers Page (Greenhouse)](https://job-boards.greenhouse.io/upshop)
4. [Upshop LinkedIn Company Page](https://www.linkedin.com/company/upshopretail)
5. [Business Wire: Upshop Appoints Mike Sanders as CEO](https://www.businesswire.com/news/home/20250430916622/en/Upshop-Appoints-Mike-Sanders-as-CEO-to-Accelerate-Customer-Innovation-and-Operational-Excellence)
6. [Business Wire: Upshop Launches Total Store Ordering](https://www.businesswire.com/news/home/20250715498817/en/Upshop-Launches-Total-Store-Ordering-to-Optimize-Customer-Service-and-Revenues-while-Ending-the-Fragmentation-of-Grocery-Replenishment)
7. [Business Wire: Upshop and Invafresh Unite to Transform Global Food Retail Technology](https://www.prnewswire.com/news-releases/upshop-and-invafresh-unite-to-transform-global-food-retail-technology-302192585.html)
8. [Business Wire: Heritage Grocers Group Elevates Fresh Prepared Foods Strategy](https://www.businesswire.com/news/home/20250812005899/en/Heritage-Grocers-Group-Elevates-Fresh-Prepared-Foods-Strategy-with-Predictive-Analytics-to-Serve-Diverse-Communities-at-Scale)

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