Director, FP&A

We’re building the AI-powered future of maintenance. UpKeep is on a mission to reinvent how the physical world runs—starting with the frontline teams who maintain it. We’re the creators of the world’s first AI-first CMMS (Computerized Maintenance Management System), equipping technicians and facilities teams with automation, machine learning, and predictive insights that drive operational speed, safety, and efficiency. What started as a garage-built prototype is now a fast-scaling SaaS company, backed by Insight Partners, Emergence Capital, and Y Combinator. Over 4,000 companies—including Shell, Yamaha, Unilever, and Marriott—run on UpKeep to modernize their asset operations. We’re leading the $30B category shift toward Asset Operations Management, where uptime, intelligence, and AI converge.

Why join us:

• Own the AI-first transformation of an entire industry.
• Every feature we ship leverages AI—from predictive work orders to sensor-driven automations. You’re not just iterating—you’re pioneering how data reshapes physical operations.
• Real traction, real scale.
• Recognized as Gartner’s #1 Facility Management solution and G2’s top-rated CMMS, we’ve earned market leadership through product, not puff.
• A company where builders thrive.
• We move fast, optimize for outcomes, and give high-agency operators the autonomy to ship big things. Our culture rewards bold thinking, not bureaucracy.
• Global team, local energy.
• With 100+ employees across the world, we support remote-first work with deep investment in our LA HQ—where certain roles and leadership converge for rapid innovation.
• Equity and upside, not just a paycheck.
• Competitive comp, meaningful ownership, and benefits that support your health, focus, and long-term growth.
• If you’re driven by impact, energized by AI, and hungry to transform a legacy industry—we’re hiring!

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 $175,000 - $195,000 USD per year.

Company History & Product:

UpKeep started in a garage, where our founder Ryan taught himself to code and built the first mobile-first maintenance app. The idea was simple but powerful: put modern software in the hands of frontline technicians—and transform how maintenance gets done. Today, UpKeep is the leading cloud-native Asset Operations Management platform, serving over 4,000 businesses worldwide across manufacturing, utilities, healthcare, and beyond. Our Industrial IoT and AI-first software helps maintenance and facilities teams streamline work, predict failures, and act faster—with real-time insights and automation at their fingertips. We’re building for the deskless workforce—the essential workers who keep our physical world running—and arming them with the tools they deserve. In a world re-shoring manufacturing, accelerating automation, and embracing AI at scale, we’re riding the next macro wave—and leading the transformation of legacy maintenance into intelligent operations. Backed by $50 million from Insight Partners, Emergence Capital, Mucker, and Y Combinator, we're not just building software. We're defining a new category for the built world. Learn More! www.upkeep.com www.upkeep.com/careers At UpKeep, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. UpKeep is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation or Veteran status.