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UpKeep · 10 hours ago

Director, FP&A

United States

Full-time

Remote

Director/Executive

$175K/yr - $195K/yr

8+ years exp

UpKeep is a fast-scaling SaaS company focused on reinventing maintenance through AI-powered solutions. The Director of FP&A will serve as a strategic finance partner to the CFO, leading financial planning and analysis while driving the company's financial strategy and performance management as it scales.

Computer Software

Responsibilities

Own the company-wide planning cycle, driving alignment between finance and business leaders on goals, headcount, and investments

Partner with cross-functional leaders including GTM, RevOps, and Product to develop financial plans, track performance, and optimize investments

Drive key financial initiatives such as pricing strategy, sales capacity planning, incentive design, and customer acquisition ROI analysis

Design and maintain scalable financial models and scenario analyses to support business strategy, fundraising, and board-level decisions

Develop and deliver dashboards and executive-level reporting that provide insight into SaaS metrics, KPI trends, and cash flow performance

Oversee board and investor reporting, ensuring accuracy and alignment with company goals

Continuously evaluate and improve FP&A systems, tools, and workflows to ensure efficiency, scalability, and repeatability

Provide competitive benchmarking using SaaS industry data and translate findings into strategic recommendations

Serve as a financial advisor to the CFO and executive team on M&A, fundraising, and long-term planning initiatives

Partner with Accounting and RevOps to ensure data accuracy and consistency across systems (ERP, CRM, FP&A tools)

Partner with the CFO and cross-functional leaders on financial operations and special projects, driving process improvements or system integrations that enhance forecasts accuracy, streamline reporting, and support strategic decision making across the business

Qualification

FP&A experienceSaaS financial metricsFinancial modelingAdvanced ExcelBoard reportingAnalytical skillsCommunication skillsCollaborationOwnership mindset

Required

Bachelor's degree in Finance, Accounting, Economics, or a related field

8+ years of progressive FP&A experience in high-growth SaaS or venture-backed tech environments

Proven ability to lead financial planning processes and build executive-level financial models

Demonstrated success in partnering with GTM, Product, and RevOps teams to drive business strategy

Deep understanding of SaaS financial metrics, business models, and benchmarks

Highly proficient in advanced Excel or Google Sheets

Strong analytical and storytelling skills—the ability to turn data into decisions

Comfortable working in a fast-paced, high-growth environment with shifting priorities

Exceptional communication and storytelling skills, capable of distilling complex analyses into strategic insights for executive and board audiences with clarity and precision

Operates with a strong ownership mindset; takes initiative and drives outcomes

Continuously seeks to improve systems, processes, and business performance

Collaborates effectively across teams and functions

Communicates with transparency, clarity, and strategic intent

Acts as a culture carrier for high performance, integrity, and accountability

Preferred

MBA preferred

Familiarity with FP&A tools preferred

Experience supporting fundraising, board reporting, or M&A is a strong plus

Benefits

Annual bonus

Benefits

Equity

Company

UpKeep

UpKeep Asset Operations Management Platform is a mobile first CMMS, EAM & IIoT suite of solutions proven to streamline the work order process and take you from reactive to preventive maintenance.

Founded in 2014

Los Angeles, California, US

51-200 employees