Director, FP&A

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November 11

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UpKeep

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Enterprise • SaaS

UpKeep is a leading provider of Computerized Maintenance Management Systems (CMMS) designed to empower maintenance and reliability teams. With a mobile-first approach, UpKeep delivers a comprehensive suite of tools and features that streamline work order management, preventive maintenance, asset management, and analytics. The platform helps organizations by reducing downtime, optimizing asset health, and providing real-time data insights for more informed decision-making. UpKeep's solutions cater to a diverse range of industries including Manufacturing, Energy, and Restaurants, providing reliable support and training resources to ensure customer success.

51 - 200 employees

🏢 Enterprise

☁️ SaaS

💰 $36M Series B on 2020-05

📋 Description

• 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.

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA preferred. • 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. • Experience supporting fundraising, board reporting, or M&A is a strong plus.

🏖️ Benefits

• Competitive comp • Meaningful ownership • Benefits that support your health, focus, and long-term growth