Head of FP&A

Summary

Join UpKeep, a fast-growing SaaS company, as the Head of FP&A, a senior individual contributor role partnering with the CFO and executive leadership team. Lead the financial planning and analysis function, translating complex data into actionable insights to drive strategic decisions. You will be instrumental in shaping UpKeep's financial strategy, forecasting, and performance management as the company scales. This role requires leading the annual budgeting process, collaborating with cross-functional leaders, driving key financial initiatives, and developing financial models and reporting. You will oversee board and investor reporting and continuously improve FP&A systems. The ideal candidate will possess extensive FP&A experience in high-growth SaaS environments and a deep understanding of SaaS financial metrics.

Requirements

• 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
• 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

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

Preferred Qualifications

• Experience supporting fundraising, board reporting, or M&A is a strong plus
• 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

Benefits

Competitive base salary + annual bonus + benefits + equity