Director - FP&A

POSITION SUMMARY

The Director of FP&A is a senior individual contributor who serves as a strategic finance partner to the CFO and executive leadership team. This role leads our financial planning and analysis function translating complex data into clear insights and enabling high-impact decisions. You’ll be instrumental in driving UpKeep’s financial strategy forecasting and performance management as we scale.

ESSENTIAL FUNCTIONS AND 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.

EXPERIENCE

• 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.

KNOWLEDGE

• Deep understanding of SaaS financial metrics business models and benchmarks.

• Highly proficient in advanced Excel or Google Sheets; familiarity with FP&A tools preferred.

• 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.

DESIRED BEHAVIORS

• 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.

COMPENSATION

This role will receive a competitive base salary + annual bonus + benefits + equity. A variety of factors are considered when determining someone’s compensation–including a candidate’s professional background experience and location. Final offer amounts may vary from the amounts listed below.

The pay range for this role is $175000 - $195000 USD per year.