Head of FP&A
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
- 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.
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.