UpKeep

Financial Planning and Analysis

• Own the company-wide planning cycle, driving alignment between finance and business leaders on goals, headcount, and investments.
• 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.
• Partner with Accounting and RevOps to ensure data accuracy and consistency across systems (ERP, CRM, FP&A tools)
• Partner with the CFO and cross-functional leaders on financial operations and special projects, driving process improvements or system integrations that enhance forecasts accuracy, streamline reporting, and support strategic decision making across the business.

Director, FP&A

System Administrator

• Owns HQ infrastructure including configuration, maintenance, security, and ensuring uptime for UpKeep personnel based in the office
• First point of contact to manage company wide help desk tickets, ensuring tickets are tracked to resolution in accordance with service level agreements
• Provide advanced technical support, professional communication, and escalation management across hardware, software, and network issues
• Manage and administer office network infrastructure (Wi-Fi, routers, conference room AV systems) to ensure reliability and uptime
• Provide on-call support for critical incidents and lead resolution efforts with system administrators and stakeholders
• Lead escalations and proper handoffs of incidents to teams across the organization
• Utilize tools and resources to stay up to date on technical knowledge in a multi-platform environment
• Support new hire onboarding and offboarding, including laptop provisioning, account setup, and orientation on UpKeep tools and IT processes
• Own IT asset lifecycle management (procurement, inventory, deployment, recovery)
• Administer and manage core tools including Google Workspace, Zoom, Slack, MDM solutions (e.g., Kandji), and other SaaS platforms
• Monitor and administer software licenses using software inventory systems
• Troubleshoot and resolve issues across hardware, operating systems, cloud applications, mobile devices, printers, phones, and connectivity
• Serve as subject matter expert on video/web conferencing tools and lead AV support for company events or high-priority meetings
• Identify and implement process improvements to strengthen IT operations and employee experience
• Create and maintain IT documentation and knowledge base articles for internal use and employee self-service

Director, FP&A

Senior IT Systems Administrator