Working Student Accounting
Upvest provides regulated, API-first investment infrastructure for fintechs, banks, brokers, and wealth managers across Europe and the UK.
Funding history
About Upvest
Upvest is a Berlin-based, regulated investment-infrastructure company serving financial institutions that want to launch and scale brokerage, wealth, and pension products. Its cloud-native Investment API provides brokerage, settlement, custody, and real-time investment functionality, while its operations offering automates middle- and back-office processes. Upvest supports flexible operating models under its own or clients’ licences and offers fractional securities, portfolios, and savings plans across European and UK markets.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will play a vital supporting role in ensuring smooth operations and maintaining the integrity of the accounting processes. You will assist with invoice recognition and tracking, ensuring all invoices are correctly categorized, and support approval workflows to route invoices to the appropriate stakeholders. You will follow up on missing invoices, collaborating with suppliers or internal teams to ensure timely receipt, and perform ad hoc administrative tasks that contribute to the overall efficiency of the accounting team.
Requirements
- Enrolled as a student in economics, finance, accounting, or a related field
- Basic expertise in accounting and related processes
- Good communication skills in English
- A strong sense of ownership and responsibility
- Keen attention to detail
- Eagerness to deepen knowledge in accounting, processes, internal controls, and related areas
- Interest in the banking and fintech market, curiosity about investing
- Fluent German (both written and verbal) is required
- Initial work experience in a relevant field (e.g. accounting, audit, or advisory) is a plus
- Knowledge of German (Banking) GAAP (HGB, RechKredV) is a plus
- Experience with accounting or ERP systems such as Oracle NetSuite is a plus
Responsibilities
- Support the recording and review of invoices via Payhawk and Oracle NetSuite
- Maintain the invoice entries for all entities, both electronically and by mail
- Assist with the management of virtual credit cards and travel expense reports
- Support colleagues with regular tasks, such as monthly closings, preparation of regulatory reports, and investor reports
- Assist colleagues with project work, such as audits, internal reviews, and ISAE 3402 audits, work instruction updates, process improvement initiatives
- Support the accounting team in communication with internal and external stakeholders
