Head of FP&A

POSITION SUMMARY 

The Head 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  

• Lead the annual budgeting process and maintain updated rolling forecasts that align with company-wide objectives.

• 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.

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.

• Ability to influence senior stakeholders and communicate complex topics 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 $170,000 - $185,000 USD per year.