Finance Operations Associate at Upserve
Providence, RI, US


The Finance Operations Associate performs a wide variety of activities across the Finance function in areas including: Billing, Deal Desk, Risk Management, and Business Applications. They will work closely with the entire Finance team, internal departments and external contacts to perform cross-functional work.




  • Manage multiple-priorities in a fast paced environment, have the ability to learn quickly and adapt to changes, as well as, have high attention to detail
  •  Drive cross-departmental projects from idea formulation through completion
  • Maintain and provide ad-hoc reports and analysis that drive actionable results
  • Reconciling billing plans with closed opportunities
  • Collaborating with finance and customer success team on communication with customers
  • Screen prospective restaurants through risk-monitoring tools – interpret, understand, document and react effectively
  • Ensure appropriate internal documentation and organization
  • Gather relevant information to assess risk profile of restaurant; leverage this information to perform thorough analysis and to make informed approval decisions/recommendations
  • Perform credit card statement analysis for prospective new clients
  • Perform processing rate analysis for current clients
  • Loading payments data into Salesforce
  • Subject matter expert for credit card processing and industry related questions





You are a self-starter who is passionate about delivering accurate results in a timely manner. You are learning new technologies, and are comfortable digging into excel spreadsheets and performing analysis that directly contributes to the financial success of the company. Success in this role requires clear and concise communication with multiple department throughout the company. 



  • 0-2 years of applicable experience in a finance role
  • Ability to learn new technologies quickly
  • Willingness to learn and continuously expand knowledge of complex payment processing industry
  • Strong time management skills and the ability to handle multiple requests at once

Not a must, but a plus:

  • SQL, Python, R or other programming skills
  • Strong Excel skills (VLOOKUP, Nested Functions, etc.)




  • We put family first. At Upserve that means making the choices that are right for you and taking the paid time off you need when you need it. We know it’s impractical to assume that work never bleeds over into our personal lives, and vice versa. Instead of fighting to keep the two separate, we make sure that our perspective on family reflects the values of our employees.

  • We’ll invest in your career. Upserve is growing quickly, and we’ll give you the opportunity to do the same. Through our internal learning and development resources and our partnership with Vista Equity Partners, you’ll have access to a number of professional development opportunities so that you can keep up with the company’s evolving needs.

  • We care about your wellbeing. We pay 100% of your medical and dental insurance coverage, offer tax savings plans for retirement and dependent care, subsidize your transportation costs, offer a generous and inclusive parental leave, and provide catered lunches/meal allowances.

  • We offer competitive compensation packages. Our people matter! We don’t ignore the role that compensation has on motivation and performance so we strive to equitably compensate our people.

  • We’re creating an inclusive environment where everyone can thrive. Our customers are a diverse group, so we’re building a team that is too. Through our various D&I recruitment partnerships, intramural sports, quarterly engagement and feedback surveys, and more. We’re building an organization that provides our employees with the emotional and physical space to bring their best selves to work.



Upserve is the magic ingredient that helps restaurateurs thrive by putting everything they need in one place. We are a leading restaurant management platform with a cloud-based Point of Sale (POS) system, data and analytics, inventory management and payments processing for small to midsize restaurants. Thousands of restaurants use Upserve to manage relationships with more than 57 million active diners, process over $12 billion in annual sales, and to serve over 36 million meals per month.

Upserve is proud to be an Equal Opportunity Employer. We strive to have a team that is as diverse as the industry we serve and we partner with a number of local organizations working to improve access to the tech industry for underrepresented groups. All qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.