Director of FP&A, UpKeep

• 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
• 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

Desirable

• 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
• You'll 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