Head of FP&A

Salary: Location Type: Employment Type:

About UpKeep

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 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