FP&A Manager

Summary

Join UpKeep, a fast-growing SaaS company revolutionizing maintenance with its AI-powered CMMS, as an FP&A Manager. In this role, you will serve as a key advisor to senior leadership, providing financial guidance and strategic direction. You will be responsible for accurate planning and forecasting, identifying and managing financial risks, and interpreting complex financial information for organizational decision-making. The ideal candidate possesses a Bachelor's degree in Finance, 6-8+ years of progressive finance experience, and exceptional analytical and communication skills. UpKeep offers competitive compensation, meaningful ownership, and benefits supporting health and long-term growth. The company fosters a collaborative and fast-paced environment, valuing bold thinking and autonomy.

Requirements

• Bachelor’s degree in Finance
• 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

Responsibilities

• 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

Preferred Qualifications

• 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

Benefits

Competitive comp, meaningful ownership, and benefits that support your health, focus, and long-term growth