Financial Planning & Analysis Manager, UpKeep
$140-155k
+ Annual Bonus + Equity
Computerized maintenance management system software platform
Be an early applicant
Computerized maintenance management system software platform
101-200 employees
Be an early applicant
$140-155k
+ Annual Bonus + Equity
101-200 employees
Company mission
To give facility management and maintenance teams the tools they need to increase productivity.
Role
Who you are
- Bachelor’s degree in Finance Preferred
- 6-8+ years’ experience in a progressive Finance role
- Highly proficient in Microsoft Excel
- Exceptional analytical and quantitative problem-solving skills
- Demonstrated ability to influence decisions
- Demonstrated ability to lead large cross-functional projects
- Ability to translate data and analysis into effective written and verbal communication
- Excellent business and financial acumen, with the ability to lead discussions with executives to obtain key decisions
- Excellent change management skills, with the ability to work effectively in a fast-moving, dynamic matrix environment
- Exceptional analytical, conceptual thinking, and research skills
Desirable
- Receptive to change – is flexible. Seeks and adopts improved approaches and processes
- Initiates action – is results oriented, takes responsibility for actions and outcomes. Meets commitments and strives for high performance
- Manages the workload - makes timely decisions, prioritizes effectively, solves problems, monitors results and takes remedial action where necessary
- Technically proficient – able to apply the technical knowledge and skills required in the job role and responsibilities in order to achieve the expected outputs
- Takes responsibility for own learning - knows personal strengths, recognizes development needs, and takes action to improve. Is open to feedback and always seeks to learn
- Communicates ideas – respectfully exchange information and proposes a way forward. Listen to views of colleagues and take in diverse perspectives
- Works collaboratively – shares knowledge and information, fosters teamwork and contributes to a positive work environment where people want to come to work
- Display ethical character and competence - acts with integrity and intent, is accountable for own actions, behaves according to the company values
- Act as a good citizen of UpKeep
What the job involves
- The FP&A Manager acts as a subject matter expert and trusted business and financial advisor to Leadership; provides guidance, deep insights, and offers recommendations to improve business efficiency and costs
- Serve as an influential key adviser to Sr. Leadership for highly complex and business-critical areas by challenging ideas and thought processes as well as providing strategic direction and accountability on business issues with Financial implications
- Responsible for accurate planning and forecasting processes; Set and define frameworks for ensuring alignment with Company-wide goals and objectives
- Identify and manage opportunities and risks: Design, develop and drive the adoption of short-term and long-term financial risk management policies, processes, and procedures; Apply advanced business partnering skills to take advantage of opportunities and use them improve overall financial and operational performance
- Serve as an expert to Senior Leadership through an interpretation of complex financial information and assists in organizational decision-making, communication and collaboration with key stakeholders, to ensure they are educated on trade-offs and downstream impacts of decisions
- Drives and influences performance through a comprehensive understanding of operational and financial business drivers
- Builds and delivers compelling Executive level presentations, including Board of Directors related materials. Requires strong business acumen and presence
- Conducts ongoing user education and provides management consultation on the use and interpretation of analyses, reports, methodologies and source data systems
- Continuously improve and help streamline processes
- Support the businesses on executing their strategic, operational objectives and undertaking ad hoc analyses and special projects
Our take
For hundreds of thousands of repair workers, as well as facilities and operations managers, the task of making maintenance requests proves to be time-consuming and inefficient. UpKeep was designed so these critical workflow decisions can be made with data-driven insights and in real time, without mountains of note taking and paperwork.
For a monthly subscription fee, UpKeep's users can manage assets and inventory, track time and cost, implement preventative maintenance, and more, with two tiers of features plus a customizable business option to choose from. The platform serves companies across industries, from manufacturing and farming, to hospitality and fitness, and including global enterprises like Yamaha and Unilever. It keeps the sharing of all types of maintenance issues conveniently on one platform, in an easy to read user friendly interface.
In 2022, the company successfully patented its "UpKeep Edge" product, which leverages sensors and cellular gateways to deliver real-time data on operating environments. This achievement showcases that the company is at the forefront of innovation in its field, and is positioned well to continue bringing next-level products to its customers.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 4 rounds)
May 2020
$36m
SERIES B
Mar 2018
$10m
SERIES A
Total funding: $48.9m
Company benefits
- Work from Home
- Stock Options
- Unlimited Vacations
- Medical, Mental, Dental, & Vision
- 401k Plan
- Paid Parental Leave
- Located in Westwood
- Dog Friendly Office
Company HQ
Westwood, Los Angeles, CA
Leadership
Ryan Chan
(CEO)Having studied at UCB, they worked as a Developer and Engineer for 3 years, before founding UpKeep as CEO in April 2016. They have been CEO since, alongside angel investing.
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